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Helm

Helm

Private
Calgary, AlbertaFinTechhttps://takethehelm.app/

Last Round

Grant

Mar 6, 2023

Total Funding Raised

$320,000

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Helm is a fintech company that provides a short-term cash flow forecasting tool intended to deliver a simple, flexible, and easy-to-interpret forecast to make crucial business decisions.

Sector

FinTech

Verticals

Accounting & Expense, Business Intelligence, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium

AI Layer

Application

Keywords

cash flow forecastingcash flow managementfinancial forecastingaccounting software integrationB2B SaaSscenario planningautomated forecastingAP/AR managementSMB financial toolswhat-if analysisaccountant toolsQuickBooks integrationXero integrationAP/AR automationspreadsheet replacementSage integrationKPI dashboard

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Helm Comparables

Compare Helm with similar companies based on industry and business-model similarity.

Helm comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
DryRun
91%
Float
90%
Cash Flow Frog
88%

Helm Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
GrantMar 6, 2023
SeedJun 19, 2020

Helm Investors

Notable investors and investment history

Helm investors
InvestorRounds
Alberta InnovatesGrant
Metiquity VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 20, 2026

    Monthly visitors grew 55% MoM.

  • Jan 19, 2026

    Monthly visitors increased 70% MoM.

Helm Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Helm Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Helm's valuation, stock price, and market status.

Firmographic Details

HeadquartersCalgary, Alberta
Employee Range5
Year Founded2016
Last FundingMar 6, 2023

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