Use case · Consulting & research
The desk research is done. The comp tables are built. The first-draft memo is in your inbox.
OpenHelm delivers the junior analyst function for consulting and market research teams, literature reviews, competitor analyses, data synthesis, and first-draft client deliverables, without the recruitment, ramp, or turnover.
now
A fraction
Of a £60–90k loaded hire
Days
Brief to first deliverable
Parallel
Multiple engagements at once
Already in production with
What we do
What lands in your engagement folder.
Literature review
Academic, regulatory, and industry sources pulled and synthesised on a defined topic.
Market sizing
TAM/SAM/SOM triangulated from public sources, with assumptions cited.
Comp tables
Financial benchmarking from public filings, FactSet, or Bloomberg.
Survey synthesis
Quantitative survey outputs tabulated and summarised in your deck format.
Regulatory filing review
Lengthy filings parsed for relevant data points, with page references.
First-draft memo
Executive summary, key findings, and visualisation writeups in your house style.
What you receive
What it actually looks like.
Built from public filings, sources cited per row.
Comp table, EU fintech peers
Live
| Company | Revenue | EBITDA M | EV / Rev |
|---|---|---|---|
| Klarna | $2.8B | +8% | 4.2x |
| Adyen | $2.0B | 49% | 14.1x |
| Wise | $1.4B | 23% | 8.9x |
| Revolut | $2.2B | 24% | ~12x |
Returns formatted to your deck template, with cited sources.
Memo
Market entry assessment, EU fintech
Executive summary
Three-paragraph synthesis of the addressable market, regulatory posture, and recommended entry mode.
Key findings
Six structured findings with public-source citations and confidence flags.
Open questions
Five questions for the senior consultant to resolve before client review.
The leverage ratio your senior team has been waiting for.
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 junior 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 junior 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.
Built so the partner can stay focused on the client conversation.
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.
Brief us on your next engagement’s research phase.
Define the research deliverable you need for an upcoming client engagement. We’ll produce it to your template and standards. If it meets your quality bar, you’ll have a clearer picture of whether an ongoing arrangement makes more sense than your next junior hire.