Your Always-On AI Strategy Team
Get world-class strategic insights for both major projects and daily business decisions. Access 35+ proven frameworks, automatic intelligence updates, and unlimited strategic guidance available 24/7 at a fraction of traditional consulting costs.
What You Get: Tangible Outputs Delivered
Not just insights -- receive board-ready deliverables, auto-refreshing intelligence, and actionable recommendations
Industry Intelligence Report
Comprehensive industry analysis with trends, dynamics, and opportunities
Competitor Monitoring
Track competitive moves, strategies, and market positioning
Market Signals Dashboard
Real-time alerts on industry shifts, regulatory changes, and disruptions
Board Briefing Pack
Executive summary + talking points + anticipated Q&A for meetings
Decision Tree Analysis
Structured decision frameworks with scenario modeling
M&A Strategy & Target Longlist
Target intelligence with strategic fit scores and synergy analysis
Strategic Analysis & Frameworks
SWOT, Porter's Five Forces, BCG Matrix, Business Model Canvas & more
Custom Strategic Analysis
Bespoke deliverables for unique business challenges
Meet Mary, Your AI Client Partner
Not a chatbot. A professional relationship. Mary is your dedicated AI client partner and relationship manager who you can speak with face-to-face through live video conversation. She knows your business context, remembers your priorities across sessions, and coordinates specialist teams across all 21 service lines.
- Start Projects Through ConversationDescribe what you need in a natural video dialogue -- Mary extracts the requirements and sets up your project
- Continuous Context Across SessionsMary remembers your company situation, active projects, and strategic priorities -- no repeating yourself
The Executive Operating System
Six connected decision modules that form a continuous strategic management cycle -- from diagnosis to weekly action. Each module feeds into the next, so nothing falls through the cracks.
Analyse growth across 5 levers -- pricing, customer mix, sales effectiveness, proposition gaps, and market expansion.
Score every initiative across strategic alignment, revenue upside, execution risk, and resource contention.
Surface risks across all your data -- initiatives, diagnostics, and market conditions. Each risk scored for likelihood, impact, and velocity.
For each major decision, get structured options with pros, cons, risks, resource requirements, and a clear recommendation.
The AI proactively cross-references all your data to find blind spots, emerging threats, and strategic contradictions.
A prioritised weekly action plan: focus areas with time investment guidance, decisions due with deadlines, and delegation suggestions.
A Connected Decision Loop, Not Isolated Reports
Growth diagnostics inform initiative prioritisation. Initiative risks feed the risk radar. Risk insights shape decision briefs. Decision outcomes surface in the watch list. Everything synthesises into your weekly agenda. Each module makes the others smarter.
Enterprise-Grade Security You Can Trust
Your data is protected with bank-level security and never used to train our AI models
Bank-Level Encryption
AES-256 encryption at rest and in transit
No Model Training
Your data never trains our AI models
Role-Based Access Control
Granular permissions and audit logs
Company Knowledge Grounds Analysis
Your documents make every output uniquely relevant
Built for Your Role
Whether you're leading strategy, driving M&A, or running the company get the intelligence and deliverables you need
For CEOs & Managing Directors
Your Executive Operating System delivers a prioritised weekly agenda, proactive risk alerts, and board-ready briefing packs on demand.
For Strategy Teams
Apply 35+ proven frameworks with interactive visual outputs, chain multiple frameworks for deeper analysis, and refresh your existing strategy.
For Corporate Development
A complete digital corporate development team covering the entire deal lifecycle from strategic rationale through evaluation and pipeline tracking.
For Portfolio & Investment Managers
Conduct rapid due diligence and portfolio analysis across multiple companies. Build custom intelligence reports in five guided steps.
What Makes Helm Strategy Different
Capabilities you won't find on any other platform -- from a face-to-face video AI partner to a complete executive decision system
A Dedicated AI Client Partner
Meet Mary, your named relationship manager you can speak with face-to-face via live video. Discuss strategy, kick off new projects through natural conversation, and get guidance from someone who remembers your business context across every interaction.
Executive Operating System
Six connected decision modules that guide you from diagnosing growth opportunities, through prioritising initiatives and managing risk, to a focused weekly agenda that tells you exactly where to spend your time.
Intelligence That Compounds Over Time
Every analysis you run, every document you upload, and every question you answer makes the platform smarter about your business. Insights from industry analysis enrich M&A strategies.
Continuous Strategy
Always-on tools that keep working between projects. Competitor monitoring tracks rival moves weekly. Innovation scanning spots emerging disruptions. Market signals alert you to regulatory shifts.
Your Strategic Workspace
From setup to strategic execution access standalone projects, continuous monitoring, and 24/7 strategic guidance all from one platform.
Sign Up & Setup
Create your account and set up your strategic workspace in minutes. Upload company documents to build your knowledge library.
Launch Projects
Start standalone strategic projects -- industry analysis, competitor research, M&A strategy, framework application, and more.
Use Always-On Features
Access continuous monitoring and research tools that work in the background tracking competitors, scanning innovations, monitoring industries.
Get Strategic Answers Anytime
Ask any strategic question 24/7. Run scenario analysis, get framework guidance, explore alternatives unlimited questions, instant answers.
Ready to Meet Your AI Strategy Team?
A dedicated video AI client partner. An Executive Operating System that tells you what to focus on each week. 35+ interactive frameworks. Always-on Continuous Strategy tools. All backed by enterprise-grade security.