THE PLATFORM
One agent. The whole deal team's work.
HelmIQ runs in the background of every meeting, call, and email. It captures the record, writes the brief, drafts the follow-up, and connects the firm. The CRM, the dialer, the sourcing engine, and the data room. One platform, one source of truth.
Every meeting, call, and email becomes the record.
Captures the meeting
Connect Granola or Fireflies (you need one). HelmIQ pulls the notes, writes the brief, files it on the right deal, and queues the next move.
Email, on the right deal
Every email lands on the right contact and deal. Replies that move a deal get flagged. The rest file themselves.
Walk in loaded.
Pre-call brief
One page with every prior conversation, every deal note, and the small personal details you would never remember. On your screen before the call connects.
Drafts the reply
Reads the inbox, ranks what matters, drafts the reply in your voice. You read it, adjust it, send it.
The firm's memory, made searchable.
Cross-conversation tagging
Joe mentioned Jim on Tuesday. Alex mentioned him again Friday. HelmIQ connected them, and surfaces it the next time Jim comes up.
Continuous learning
Every conversation makes the next brief sharper. HelmIQ picks up your voice, your deals, your people.
One platform. The firm's source of truth.
Everything you'd buy separately
The CRM. The dialer. The transcription. The LLM calls. The sourcing engine. The integrations. One fee. No per-call gotchas at the end of the month.
Your record, not someone else's
HelmIQ holds the firm's memory. Every meeting, every email, every deal. You own the export. Nothing lives on a vendor's roadmap you can't change.
The work that runs without you.
SPONSOR BD · LAKESHORE INDUSTRIAL
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Listening on your device. Nothing leaves the firm.