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AI for the Finance & Private Equity sector

AI for finance and private equity

Speed up data room analysis, reporting and market monitoring, without ever exposing confidential or inside information.

Free AI diagnosis
AI for the Finance & Private Equity sector

Why consumer AI is ruled out in finance

You handle information whose leak would have immediate consequences.

01

Confidential and sometimes inside information

A data room, an investment memo or a cash flow plan uploaded to a consumer tool escapes your control. The risk is not theoretical: it is contractual, regulatory and reputational.

02

A demanding regulatory framework

Financial entities and their providers face growing requirements on managing ICT vendor risk, notably through DORA. An uncontrolled tool becomes an audited weak point.

03

Volume is the problem, not writing

Your bottleneck is reading hundreds of pages quickly and thoroughly. A generic assistant without access to your documents does not help you there.

What Helix puts in place in your team

Use cases focused on analysing volume and producing deliverables.

Data room analysis

An assistant that reads an entire data room and answers your questions with sources, to speed up due diligence without missing anything.

Reporting agent

Automatic consolidation and formatting of your portfolio reporting, from your own sources, in your format.

Investment notes and memos

Help structuring and drafting your notes, based on your analyses and internal data.

Monitoring and deal sourcing

An agent that watches the market against your criteria and surfaces relevant opportunities, without the noise.

Built for risk control

Here, sovereignty, traceability and access control are prerequisites.

  • Sovereign hosting in France or deployment on your own infrastructure.
  • No data sent to a third party, no reuse to train a model.
  • Full audit trail, aligned with internal control and compliance expectations.
  • Fine-grained rights: each analyst only accesses what concerns them.
On a due diligence, the point is not to write faster: it is to miss nothing in a volume nobody can read in full.

Let's talk about your firm

A free 20-minute diagnosis: we identify your most profitable use cases and tell you precisely what is feasible, at what cost, and with what level of sovereignty.

Book my diagnosis