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Helm

Helm

Private
Calgary, AlbertaFinTechhttps://takethehelm.app/

Last Round

Grant

Mar 6, 2023

Total Funding Raised

$320,000

Momentum

Top 10%

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, Vertical SaaS, Workflow Automation

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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Track how buyer interest and sentiment changes over time.

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.

  • Aug 21, 2026

    Monthly visitors increased 34% MoM.

  • May 20, 2026

    Monthly visitors grew 55% MoM.

Helm Filings

Explore SEC and related filing metadata, where available.

Helm filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Helm a public or private company?

Helm is a private company.

What is the current stock price of Helm?

Helm is a private company with no public stock price. No recent secondary market data is available.

How much is Helm worth (valuation)?

Valuation information for Helm is not publicly available.

Can I buy Helm stock?

Helm shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Helm's last funding round?

Helm's most recent funding round was Grant on March 6, 2023.

Who are the main investors in Helm?

Key investors in Helm include Metiquity Ventures.

Will Helm IPO soon?

No public IPO plans have been announced for Helm.

How can I track Helm secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Helm's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersCalgary, Alberta
Employee Range2
Year Founded2016
Last FundingMar 6, 2023

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