ALWAYS-ON STRATEGY CAPABILITY

When Strategy Can't Wait

HELM combines live market intelligence with your organisation's accumulated strategic context to produce defensible strategies, execution roadmaps and decision-ready outputs—in hours, not weeks. Every piece of work builds on what came before.

Built for leadership teams and strategy, innovation, corporate planning and corporate development functions.

No prepared brief required. Start with the question as it exists today.

THE UNDERLYING PROBLEM

Your organisation knows more than its strategy process remembers

Strategic knowledge is scattered across presentations, spreadsheets, emails, external reports and the people who were involved at the time.

When conditions change or a new planning cycle begins, teams repeat research, reconstruct assumptions and revisit decisions whose logic was never retained. Valuable knowledge is lost between projects, planning cycles and leadership changes.

HELM gives your organisation a Shared Strategic Memory, so each new question begins with the context, evidence and decisions you have already developed—not an empty page.

SHARED STRATEGIC MEMORY

Strategy should build, not reset

Shared Strategic Memory is the connected context behind your organisation's strategy—its objectives, assumptions, evidence, previous analyses, decisions, trade-offs, initiatives, risks and outcomes. HELM brings that context into every new piece of work and captures the resulting learning for the next one.

In practice that means your uploaded company documents, the objectives and context you set once, and every prior analysis HELM has produced are all available to the next piece of work automatically — not re-pasted into a fresh session.

Company context, set once

Objectives, market position, constraints and priorities are captured once and applied to everything that follows.

Documents and prior analyses

Uploaded strategy documents, board material and every analysis HELM has produced remain available as evidence for the next question.

Decisions and their logic

The choices made, the trade-offs weighed and the assumptions behind them are retained, so the reasoning survives a planning cycle.

THE CONTINUOUS STRATEGY LOOP

Strategy that runs continuously, not once a year

Five stages that feed each other. Every cycle returns to Shared Strategic Memory, so the next question starts from a stronger fact base than the last.

1

Monitor

Bring together live market, competitor, regulatory and technology signals with relevant internal updates.

2

Remember

Connect new evidence to the organisation's objectives, assumptions, previous analyses, decisions, initiatives and risks.

3

Work

Apply structured, consulting-grade workflows to the current question using the accumulated company context.

4

Decide and execute

Produce defensible strategies, decision briefs, board materials and execution roadmaps with clear choices, actions, owners and priorities.

5

Learn

Capture the resulting decisions, refinements, evidence and outcomes so the next cycle begins with a stronger fact base.

Learn feeds straight back into Remember — every cycle returns to Shared Strategic Memory, so the next question starts further ahead.

The workflows inside the loop

Six connected workflows that turn the loop into weekly practice. Each one draws on Shared Strategic Memory and feeds the next.

1
Step 1: Diagnose
Revenue Growth Diagnostic

Analyse growth across 5 levers -- pricing, customer mix, sales effectiveness, proposition gaps, and market expansion.

2
Step 2: Prioritise
Growth Initiative Portfolio

Score every initiative across strategic alignment, revenue upside, execution risk, and resource contention.

3
Step 3: De-risk
Strategic Risk Radar

Surface risks across all your data -- initiatives, diagnostics, and market conditions. Each risk scored for likelihood, impact, and velocity.

4
Step 4: Decide
Executive Decision Briefs

For each major decision, get structured options with pros, cons, risks, resource requirements, and a clear recommendation.

5
Step 5: Challenge
"What Should I Worry About?"

The AI proactively cross-references all your data to find blind spots, emerging threats, and strategic contradictions.

6
Step 6: Focus
Weekly Executive Agenda

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 workflow makes the others smarter.

The first output saves time. The accumulated system changes how the organisation runs strategy.

MONITOR, IN PRACTICE

Set the strategy routine once

HELM runs it on schedule, highlights what changed, and delivers the briefing.

Most teams know they should regularly check the market, competitors, technology shifts, and regulatory changes. The problem is that someone has to remember, gather the inputs, run the analysis, and turn it into something useful. Scheduled Strategy Workflows let you automate that recurring strategy rhythm inside HELM.

Pick the industries, competitors, market signals, technologies, regulations, or opportunities you want HELM to track. Choose the analysis steps, set the cadence, and decide whether the result should be saved, emailed, or turned into a report. Each run highlights what has changed since the last one, with links back to the underlying work in HELM.

  • Choose what to track
    Industries, competitors, market signals, technologies, regulations, or opportunities -- anchor each run to the items that matter
  • Choose the analysis and cadence
    Select the steps HELM should run and set how often -- daily, weekly, monthly, or custom
  • Choose how it lands
    Save the artifact in HELM, email it to your team, or turn it into a report
  • Read only what's new
    Every run highlights what has changed since the last one, with links back to the underlying work in HELM
Weekly Competitor Briefing
Scheduled Strategy Workflow
Schedule: Every Monday, 8:00 AM
Delivered to strategy@yourcompany.com
What's changed since last run
3 new competitor moves, 1 regulatory update flagged
Output
Markdown briefing saved in HELM with links back to the source analysis

A consulting-grade workflow, not a chatbot

Every output follows the same structured process a top-tier firm uses -- research, analysis, review, and delivery. The difference: hours instead of weeks.

This is the Work stage in detail — what happens inside a single piece of work.

STEP 1

Context

HELM ingests your company documents, prior analyses, and business context. Everything is grounded in your company's current context, prior analysis and decision history — and the resulting work becomes part of that context for the next decision.

STEP 2

Research & Analysis

Structured research across the relevant domain -- industry, competitors, targets, regulations. Multiple analytical passes, not a single prompt-response.

STEP 3

Review & Refine

You review the workplan before execution and provide section-by-section feedback on deliverables. Quality-assured with automated hallucination detection.

STEP 4

Decision-Ready Output

Board-ready documents and Tier-1 Strategy Decks (consulting-grade PPTX from your analyses). Also export to DOCX, PDF, or legacy PPTX from supported surfaces. Present directly from the platform.

Industry analysis delivered in <1 hour | 7-day auto-refresh keeps outputs current

What's on your desk right now?

Start with one live strategic priority. HELM uses your current context and previous work to create an output now, then retains the work so future decisions begin further ahead.

Board and executive preparation

Refresh the fact base, surface the choices and prepare a decision-ready brief or board pack.

See the workflow

Competitor response

Connect a new market move to the organisation's existing strategy, assumptions and response options.

See the workflow

Strategy refresh

Update priorities, choices and the execution roadmap without rebuilding the strategic context from scratch.

See the workflow

Growth and corporate development

Maintain the investment thesis, assess opportunities and preserve the decision logic across the pipeline.

See the workflow

Execution roadmap

Translate strategic direction into sequenced workstreams, owners, milestones, dependencies, risks and success measures.

See the workflow

Built for how you actually work

Five entry points into the same always-on capability, each starting from the work already in your Shared Strategic Memory.

Leadership teams

Respond to changing conditions, prepare for board decisions and maintain a current view of priorities, risks and opportunities.

Key Capabilities:
Weekly executive agenda Watch list Board briefing packs Decision briefs
Explore executive workflows

Strategy and corporate planning teams

Increase strategic throughput, preserve institutional knowledge and refresh strategies without repeatedly rebuilding the fact base.

Key Capabilities:
Strategy refresh Structured frameworks Scenario simulation Shared Strategic Memory
Explore strategy workflows

Innovation and transformation teams

Connect signals and opportunities to strategic priorities, evaluate initiatives consistently and develop defensible execution roadmaps.

Key Capabilities:
Signal monitoring Initiative scoring Execution roadmaps Technology scanning
Explore all workflows

Corporate development teams

Maintain acquisition theses, market intelligence, target assessments and decision logic across the opportunity pipeline.

Key Capabilities:
Full deal lifecycle Target scoring Investment thesis Deal pipeline
Explore corp dev workflows

Portfolio and investment teams

Run rapid due diligence across multiple companies, keep a current view of portfolio and market conditions, and build intelligence reports that preserve the analysis behind each position.

Key Capabilities:
Rapid due diligence Portfolio monitoring Intelligence reports Market intelligence
Explore portfolio workflows

CUSTOMER EVIDENCE

Decision-ready work, without rebuilding the process

Measurable operational results from customer activity. Customer identities remain anonymous.

The question isn't whether AI could produce the analysis. It's how much executive and analyst effort is still required to get from question to trusted output.

B2B SaaS startup

Under 2 hours

instead of an estimated 15 working days

A complete client acquisition strategy — four decision-ready acquisition reports — built on ten competitor profiles HELM already held.

See how it was produced
Financial services

16 working days saved, every month

An always-on competitor-monitoring programme producing seven deep-dive analyses a month — replacing research an analyst would otherwise repeat each cycle.

See how it was produced
Fintech startup

12 executive-ready deliverables

across three strategy projects

Go-to-market plan, market sizing and competitor strategy from one shared company context — including six competitor studies, a deep research report and an industry analysis.

See how it was produced

Platform proof

In multiple customer examples, HELM generated value greater than the annualised subscription cost within a single active month.

Consumer goods One month

Four strategy programmes in a single month

~$79k–$181k

Fintech Multiple projects

GTM, market sizing, and competitor strategy

~$97k–$205k

Large enterprise Seven months

Sustained strategy cadence across seven projects

~$145k–$336k

Estimated value based on HELM manual-effort benchmarks applied to completed platform activity. Figures represent estimated effort equivalent, not invoiced savings. Individual results vary by scope and usage.

Trusted strategic work needs visible evidence

Every HELM output is designed to be reviewable. Sources, assumptions and workflow stages are visible; company data is isolated; and your content is not used to train foundation models.

Source traceability

Outputs link back to the underlying analysis and sources they were built from.

Visible assumptions and workflow stages

You can see the workplan, the stages a piece of work passed through, and the assumptions it rests on.

Strategy-specific QA checks

Automated claim validation flags statements not supported by the underlying evidence before you rely on them.

Human review and oversight

You approve the workplan before execution and give section-by-section feedback on deliverables.

Company-level data isolation

Data is scoped to your company; access is enforced per company, not per platform.

Role-based access

Team permissions control who can see and change what.

Encryption at rest and in transit

Your content is encrypted both while stored and while moving between services.

Model use

Your content is not used to train foundation models.

Data retention and deletion

Your data is retained while your account is active and deleted on request.

Why not run strategy work in a frontier LLM?

Frontier AI platforms increasingly provide powerful tools for research, reasoning, projects and automation. Turning those tools into a repeatable strategy capability still requires the organisation to design the workflows, connect the context, establish monitoring and QA, coordinate users, and maintain the operating system around them. Strategy teams need shared context that compounds, monitoring that runs without someone re-prompting, workflows that link analysis to deliverables, and outputs your leadership team can review, export, and reuse next quarter.

HELM provides that strategy operating layer ready to run.

Use frontier LLMs for thinking. Use HELM for running strategy — shared memory, scheduled intelligence, structured projects, and executive-ready outputs in one platform.

HELM Strategy
Frontier LLM
Shared company context across the whole team (not one user's chat)
Scheduled intelligence refresh on your watchlist (without re-prompting)
Links prior analyses, monitoring, and Company Brain into each new workflow
Structured consulting workflow with review cycles
Connected strategy workflows with scheduled executive briefings
Stakeholder input gates before outputs advance
Structured executive deliverables with native export (PDF, PPTX, DOCX, XLSX)
Automated QA gates before deliverables reach review
Video interface to the same Shared Strategic Memory and workflows
Can answer one-off general questions

Comparison assumes standalone frontier LLM use (chat/projects), not a custom enterprise deployment with separate data pipelines.

Standalone frontier LLMs are useful for research and drafting. HELM is built for leadership teams that need shared strategic context, recurring monitoring, structured workflows, and executive-ready outputs.

Read the full build-vs-buy comparison

One way to work with HELM

Prefer to talk it through? Meet Mary

Mary is one way to interact with HELM -- a named relationship manager available for face-to-face video conversation 24/7. She draws on the same Shared Strategic Memory as every other workflow, so you can start a piece of work through natural dialogue instead of forms.

  • Start projects through conversation
    Describe what you need -- Mary extracts the requirements and sets up the engagement
  • Continuous context across sessions
    No repeating yourself -- Mary remembers your priorities, active projects, and company situation
Mary
AI Client Partner
Live Video Conversations
Face-to-face strategic discussions available 24/7
Cross-Service Coordination
Mary connects insights from industry analysis, competitor research, and M&A work into a unified view

See the Platform in Action

Watch a quick walkthrough of the HELM platform and how it turns a live strategic question into a decision-ready output.

The platform at a glance

29
Strategic Capabilities
35+
Interactive Frameworks
6
Connected Strategy Workflows
24/7
AI Client Partner

Strategy work shouldn't wait for the next consulting engagement

Tell us what's on your desk and we'll show you how HELM turns it into a decision-ready output — typically within the call.

No prepared brief required. Start with the question as it exists today.

Outputs in hours
Source-traceable
Company-isolated data
Quality assured