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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 operates in FinTech and is based in Calgary, Alberta. Its latest recorded funding round was a Grant round in March 2023.

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

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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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%
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Helm Funding Rounds

Historical fundraising activity

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

  • Oct 14, 2026

    Monthly visitors increased 37% MoM, reaching 3.4K.

  • Aug 21, 2026

    Monthly visitors increased 34% MoM.

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Helm Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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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, so its shares have no public market price. Caplight tracks Helm's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

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.

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 in Helm's shares on secondary markets.

Firmographic Details

HeadquartersCalgary, Alberta
Employee Range1
Year Founded2016
Last FundingMar 6, 2023

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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