Born on a mission at Argos Wityu, on the fund’s real data, for a partners meeting. Not a prototype: ten years of value creation method turned into software — the one we apply at Panzani, Ecotone or Santé Cie.
Monitoring platforms consolidate numbers. The Helm starts from the investment thesis: each portfolio company has its plan, tied to what it actually delivers and to the exit scenario.
Five functions, one screen.
The fund and its portfolio companies read together, from the reporting you already produce — Excel included.
Value creation plan tracking
A company’s initiatives, their owner, their milestones, their expected impact in revenue, EBITDA and cash — and the drift against the business plan, quarter by quarter.
Financial and operating KPIs
The financial indicators, and above all the operating indicators that let you anticipate a company’s financial performance before it shows up in the accounts.
Scenario modelling
Compression of multiples, outperformance of the plan, a further acquisition, a delayed exit: model each scenario and read its impact at fund level — MOIC, IRR, DPI.
Experts and playbooks
The experts you can mobilise and your fund’s playbooks, indexed and filterable: the material agents are built from.
A layer of artificial intelligence
Ask a question in your own words and get a cited, sourced number. And it compounds: ten years of missions — pricing, diligence, 100-day plans — indexed into the fund’s knowledge, which your agents draw on. The same learning is never paid for twice.
Security, privacy and sovereignty by design
Security by design.
Authentication, permissions and isolation are decided with your CIO on day one, not at acceptance testing. Source code auditable end to end, tracked dependencies, a security review before go-live.
Privacy by design.
Data minimisation from the outset, anonymisation where it suffices, access logging. GDPR, health data, professional confidentiality: the framework decides the architecture, it is not bolted on at the end.
Sovereignty.
Local demo — cut the network and the application still works. Production inside your perimeter, with your authentication. Self-hosted model when you ask for it, chosen with your CIO.
Your data does not leave.
AI writes the code, it does not see your data. What you entrust to us trains no model and goes into no tool sold to anyone else. You will find no client figures anywhere on this site, either.
Discover the platform.
Half an hour to get to know your fund, and to prepare a demonstration built for it.