The team behind the business.
Helm gives every business owner an advisor for every decision — a CFO, COO, CMO, HR Director, and General Counsel who actually knows your business.
Meet your executive team.
Five advisors. One price. Always available.
COO
Operations & Process
Vendor disputes, staffing decisions, daily execution problems, and anything keeping your operation from running the way it should.
CFO
Finance & Cash Flow
Pricing decisions, margin analysis, can-I-afford-this-hire questions, and plain-English reads of your financial situation.
CMO
Marketing & Growth
Which customers to go after, how to reach them, what's working in your channel mix, and why your best customers actually buy from you.
HR Director
People & Hiring
How to handle the conversation you've been avoiding, what to pay your next hire, and how to document things correctly before they become a problem.
Counsel
Legal & Risk
Contract red flags, vendor agreement terms you should push back on, and situations that need a real lawyer before you sign anything.
Up and running in 5 minutes.
Brief your team
Answer a few questions about your business — what you do, your biggest challenge, your 90-day goals. Your advisors study this the way a new executive would on day one.
Upload to The Vault
Drop in your P&L, pricing sheet, vendor contracts, or any file your team should know. Every document gets read before every conversation.
Start talking
Ask anything. Your advisors remember your context, reference your documents, and give you answers grounded in your actual business — not generic advice you could Google.
One question.
Five perspectives.
Call a full executive meeting with one message. Ask your whole team the same question and get five different takes — simultaneously — in under 30 seconds.
Question to the room
“We're heading into Q4. What should each of you be focused on right now?”
Your Q3 vendor renewal window is closing. Get ahead of the Dachser conversation before they come to you.
Cash flow tightens in Q4 historically. Review AR aging this week — anything over 45 days needs a call.
Q4 is your best window for distributor co-op programs. Three accounts are underperforming YoY and need attention.
If you are planning any hires for Q1, start the process now. Good candidates take 8-12 weeks to close.
Two distribution agreements auto-renew in November. Review MAP enforcement language before they roll over.
Your advisors read everything you upload.
Drop in your P&L, pricing sheet, vendor contracts, employee roster, or any document your team needs to know. PDF, Word, or Excel — it all gets read before every conversation.
Your Vault
Q2 2026 P&L Summary.xlsx
2,340 words · 3 sheets
Dachser Distribution Agreement.pdf
8,102 words · 14 pages
Pricing Structure 2026.xlsx
1,204 words · 2 sheets
Top Account List Q3.docx
892 words · 2 pages
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Your business data belongs to you.
Helm is built on Anthropic's commercial API. Under their commercial terms, your data is never used to train AI models — not an opt-out setting, a contractual guarantee. Everything is encrypted at rest and in transit. Only you can access your information.
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At rest and in transit
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You own your data
The team behind the business.
Every business owner deserves a CFO who knows their margins, a COO who knows their vendors, and a team that's available when the decisions actually happen — not during office hours.
Brief your team todayFree to start · No credit card required · Setup in 5 minutes