Use case · Hedge funds
The research analyst your PM actually needs, without the six-month ramp.
OpenHelm delivers a managed research operator that handles the daily analytical workload of a junior buy-side analyst. Morning notes, earnings triage, financial model maintenance, sector screening, live from week one.
now
A fraction
Of a £180–250k all-in hire
Week one
Time to first output
0%
Attrition risk
Already in production with
What we do
What lands in your inbox each week.
Morning briefing
Coverage universe newsflow, overnight filings, pre-market moves with one-line context, by 07:00.
Earnings transcript triage
Key quotes extracted, guidance changes flagged, three highest-leverage analyst questions surfaced.
Comp set refresh
Peer table across revenue growth, EBITDA margin, EV/EBITDA, with divergences narrated.
Sector memo
Weekly thematic summary for your Monday morning, in your house style.
Expert call prep
One-page brief on the speaker, your fund's thesis, and the four highest-leverage questions.
Model maintenance
Actuals updated post-print, estimates rolled forward, change log documented.
What you receive
What it actually looks like.
Lands at 07:00 across your coverage universe.
Inbox
2 new
OpenHelm
12 namesPre-market: NVDA guides, AMD prints tonight
Three filings overnight + one earnings transcript triaged.
OpenHelm
FlaggedFilings monitor: 8-K from MSFT
Material agreement disclosure, p.4. Flagged for PM review.
Updated weekly, divergences narrated below.
Comp set refresh, semis
Live
| Ticker | Rev Y/Y | EBITDA M | EV / EBITDA |
|---|---|---|---|
| NVDA | +126% | 64.5% | 34.2x |
| AMD | +18% | 24.1% | 21.7x |
| INTC | -2% | 15.0% | 11.8x |
| AVGO | +34% | 60.8% | 24.1x |
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.
Morning briefing, 12 names
Headlines with company attribution, filing alerts with page references, pre-market movers with 30-word context notes.
Earnings triage memo
Management guidance changes highlighted, three key analyst questions extracted from the transcript, consensus bridge table updated.
Peer set update
Five-company comp table across revenue growth, EBITDA margin, EV/EBITDA, with a three-paragraph narrative on divergences.
Earnings preview
Revenue and EPS estimate vs. consensus, three key questions for the call, one-page model update.
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.
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.