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.
Records the meeting
HelmIQ joins the call. Writes the brief. Attaches it to the right deal. Queues the next action.
Cleans the inbox
Every email lands on the right contact and deal. Replies that move a deal get flagged. The rest get filed.
Walk in loaded.
Pre-call brief
Every prior conversation, every deal note, every personal detail. One page. On your screen before the call.
Drafts the reply
Reads the inbox. Ranks what matters. Drafts the reply in your voice. You review and send.
The firm's memory, finally indexed.
Cross-conversation tagging
Joe mentioned Jim on Tuesday. Alex mentioned Jim Friday. HelmIQ linked them. The relationships your firm already has, made legible.
Continuous learning
Every conversation makes the next brief better. HelmIQ learns 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
Live call in progress.
Listening on your device. Nothing leaves the firm.