Use cases

Specific jobs, run end to end.

OpenHelm isn’t a do-everything chatbot. It runs the structured, repetitive work inside a team — with a human operator in the loop and your sign-off on anything that matters. Here’s where it’s live today.

Primary focus

Hedge funds & asset managers

The last mile of analysis, with a human operator in the loop.

Thesis-aware morning briefing

Overnight filings and news, scored against the thesis you hold per ticker.

Read the use case

Model maintenance

Actuals pulled from filings, drafted as a diff you approve. Formulas never touched.

Read the use case
Coming soon

Alternative-data triage

Messy alt-data feeds normalised, mapped to tickers, ready for Snowflake.

Coming soon

Filings & risk-factor monitor

Material risk-factor changes across your coverage, flagged with the page reference.

Coming soon

Earnings triage

Guidance changes and key management quotes surfaced the moment a transcript drops.

Coming soon

Comp-set refresh

Peer multiples kept current across your comparable universe.

Already in production with

Camio logoSmoothie Wars logoSummited logoAcademic Edge Tuition logoKicks Therapy logoCamio logoSmoothie Wars logoSummited logoAcademic Edge Tuition logoKicks Therapy logo
I'll be honest, I was skeptical about AI-generated content. I'd seen too much generic fluff out there, but what OpenHelm has produced is a totally different ball game.
Dr Thom Van Every

Dr Thom Van Every

Founder · Smoothie Wars

Not sure which fits?

Bring the job you want off your team’s plate. We’ll tell you straight.

Twenty minutes on a call. Walk us through the repetitive work that eats the week. We’ll show you whether OpenHelm — or none of it — actually replaces it, with the maths in front of you.

Book a 20-minute call