Use case · Hedge funds
The end of manual data entry for your investment team.
OpenHelm closes the last mile of analysis with a human operator in the loop: we update your financial models from the filings, clean the messy alternative-data feeds you pay for, and turn 300 overnight emails into a thesis-aware briefing. The agent drafts, our operator verifies, you approve the merge.
now
A fraction
Of a £180–250k all-in hire
Week one
Time to first output
Operator-checked
Every model update verified before it merges
Already in production with
What we do
The three jobs we lead with, and the ones we cover alongside.
Model maintenance
Actuals extracted from the 10-Q/8-K, cell updates drafted in a sandbox copy, mappings operator-verified, delivered as a diff you approve-merge. We never silently overwrite your formulas.
Alternative-data triage
Messy credit-card, web-scrape or pricing feeds normalised, mapped to tickers, missing values handled, output as a clean time-series ready for Snowflake or Excel.
Thesis-aware morning briefing
Overnight filings and news filtered through your written thesis per ticker. You only hear about what supports or challenges the position, not every Form 4.
Filings & risk-factor monitor
Material risk-factor changes and accounting divergences across your coverage, flagged with the page reference.
Earnings triage (alongside)
Guidance changes and key quotes surfaced. Useful, but not the wedge, the giants already do this well.
Comp set refresh (alongside)
Peer multiples kept current. A commodity feature we include, not something we ask you to pay for.
What you receive
What it actually looks like.
10-Q actuals mapped to your master model. You review the diff, then merge.
Model update, awaiting approve-merge
Live
| Line item | Model | From 10-Q | Status |
|---|---|---|---|
| Data Center rev | 30,771 | 30,818 | Verified |
| Gross margin % | 74.6% | 74.6% | Verified |
| Opex | 4,287 | 4,293 | Verified |
| Q4 guide (mid) | 37,000 | 37,500 | Flag: review |
Posted when an alt-data feed lands and is cleaned.
alt-data
OpenHelmnow
Pricing feed ingested and ready
- ›Ingested 14,000 rows of scraped pricing data.
- ›Cleaned, deduped, missing values handled.
- ›Mapped to 4 tickers: TSLA, F, GM, RIVN.
- ›Clean time-series written to Drive · ready for Snowflake.
Filtered through your thesis. Signal, not noise.
Inbox
2 new
OpenHelm
ThesisNVDA guided up: challenges your datacenter cap-ex bear case
Mgmt raised Q4 datacenter guide 2%. Directly contradicts the slowdown thesis on file.
OpenHelm
MutedMSFT 8-K, no thesis impact, logged
Routine material-agreement disclosure, p.4. Filed, not flagged for action.
The same analytical output at a fraction of the headcount cost.
Pricing is bespoke and quoted to scope, but the comparison is not £180k+ all-in for a junior hire, plus ramp and recruiting fees, against a managed service that delivers from week one.
What clients say
OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every
Founder · Smoothie Wars
Pricing
Two ways to bring OpenHelm to the research analyst workload.
Self-serve, where your team drives OpenHelm directly, or a managed service, where a dedicated operator runs the brief on your behalf and stays in close contact across calls, email, and Slack.
Self-serve
Every tier includes every feature and unlimited seats.
Basic
For small teams getting started with AI at work.
- Every feature, no gates
- Unlimited seats
- Voice + text interface
- Isolated credential vault
Pro
For teams putting OpenHelm to daily work across a few functions.
- Priority onboarding
- Team-shared memory & history
- Read/write across shared Drives
- Slack + MS Teams integration
Max
For teams running OpenHelm continuously across the business.
- Priority support
- Higher per-job concurrency
- Custom workflow templates
- Quarterly review with the team
Managed Service
A dedicated operator on your account, calibrated to the research analyst brief.
For teams that want a real human in the loop. Hop on calls, share data over email or Slack, and have outputs reviewed before they reach you. Pricing is bespoke to your scope and quoted on enquiry.
- A dedicated human operator on your account, available by call, email, or Slack
- Calibrated to your brief, format, and tone
- Outputs reviewed by a human before delivery
- First month free without commitment, then a custom quote
Custom quote
Quoted to your brief
12-month contract, first month free without commitment.
Twenty minutes on a call, real scoping, then a quote.
What the output actually looks like.
Model update diff
A split view: the 10-Q excerpt on one side, the exact cells proposed for update on the other, each operator-verified. You click approve-merge; the formulas in your master model are never touched without sign-off.
Clean alt-data time-series
A messy scraped feed turned into a strict schema: entity names mapped to tickers, missing values handled, deduped, and written as a clean CSV ready for Snowflake or your model, with a pipeline-health note.
Thesis-aware briefing
Not "NVDA guided up" but "NVDA guided up, and it challenges your datacenter cap-ex bear case." Overnight news scored against the thesis you hold per ticker, so you read signal, not 300 emails.
Filings & risk-factor alert
A material risk-factor change or accounting divergence in a coverage name, flagged with the page reference and one line of context.
Frequently asked questions
Built for funds where output quality is non-negotiable.
The operator model: every output is reviewed by a human with role-relevant experience before delivery. This isn’t a chatbot.
The audit trail: every action logged, every output timestamped. If compliance asks what generated a research note, there’s a clear answer.
Data security: credentials stored in isolated vaults with scoped permissions. Nothing leaks sideways between clients.
The trial structure: first month at no charge on a defined brief, so you can benchmark quality against your own standards before committing.
More use cases
Other roles where the same model works.
Growth & content marketing teams
SEO & GEO growth operator
Rank on Google and get cited by ChatGPT, Perplexity and AI Overviews, on autopilot.
B2B SaaS & growth-stage tech
SDR / BDR
Same pipeline. No ramp. No desk.
Venture capital firms
Sourcing analyst
Market maps, deal triage, founder research, done before Monday.
Before you commit to the headcount, run one month of output.
We’ll work through a defined brief from your actual coverage universe for the first month at no cost. You benchmark the output against your standards. If it meets them, you enter a 12-month arrangement at a fixed monthly fee. If it doesn’t, you’ve lost nothing.