AI-Ready Customer Data Platform

Your Data. Your Infrastructure.
Sovereign Intelligence.

Helm transforms fragmented customer data into a prescriptive intelligence layer -owned by you, governed by you, working for you.

The problem

Your data is fragmented. That's costing you.

Scattered records, siloed tools, and zero visibility into who your customer actually is.

  • Duplicate records waste budget

    The same customer reached three times across platforms. Wasted spend, diluted messaging, burned relationships.

  • Insight lag kills decisions

    By the time your data team builds the query, the moment has passed. Your competitors already moved.

  • Your data works for their platforms

    Every query you run on someone else's tools trains their models with your intelligence. You're building their moat, not yours.

CRM John D. ! Email J. Doe Shopify john_d@ Ads John Doe ! Salesforce Unknown Analytics User #48821 Warehouse SYNC ERROR ! Support New record ? UNIFIED PROFILE Single source

The Helm method

From data warehouse to decision engine.

Five inputs. One Intelligence Core. Unlimited decisions.

01
Connect
Link every data source you have -CRM, e-commerce, marketing tools, databases, spreadsheets. If your data lives there, Helm reaches it. Setup takes minutes, not months.
02
Clean & Unify
Helm validates, deduplicates, and standardizes every record. Identity resolution unifies fragmented records across all sources into single, household-level profiles. You finally know how many real customers you have.
03
Score & Prescribe
The Intelligence Core scores your data health, surfaces prescriptive recommendations on what to fix next, and builds AI-ready structure -automatically. It gets smarter with every customer.
04
Enrich & Segment
Fill data gaps with one click from the built-in marketplace. Build sophisticated audience segments visually -demographics, behavior, propensity scores. No SQL. No waiting on your data team.
05
Activate
Push clean, targeted audiences to any destination in under a minute. Ad platforms, email tools, CRMs, warehouses. Sequences keep everything in sync as your data evolves.
Sources Connect Identity Resolve Data Health Enrich Segment Activate Sequences Destinations Sync Intelligence Core Prescriptive

The platform

Everything in command. Nothing left behind.

Everything you need to ingest, unify, and activate - purpose-built to work together.

Data Health
0 %
Valid78%
Deduped90%
Match69%
Enriched68%
12% invalid → Fix
Marketplace
Partner Catalog
3rd-party
Demographics 12 +
Firmographics 8 +
Intent signals 14
Location 6 +
40+ vetted partners · per-vendor ROI
Audience Builder
Engagement Propensity Behavior
0 profiles · 75% reach
Segment → 6 destinations in <1 min
Analytics
Channel ROI
last 30d
+24% MTD +45% lift
+45% avg lift · ROI ↑ 3.2x

Intelligence Core

Identity Resolution Dedupe Merge Validate Enrich Segment Activate
Helm Core Smarter with every customer
Identity matching
Enrichment gaps
Reasoning engine
Model retraining
Anomaly detection
Privacy by design
Sources
CRM
HubSpot
CSV
Database
API
Webhooks
10–15 disconnected systems → unified in minutes
Destinations
Meta
Google
K
Klaviyo
Snowflake
Salesforce
Webhook
Clean · enriched · sovereign intelligence

Sovereign Infrastructure

Everything runs inside your environment. Your data, your models, your choice.

Private data center
Data never leaves
No model training
Your data. Your choice.

Data Health

Real-time health scores across your data ecosystem. Surface and fix problems before they spread.

Audience Builder

Build segments visually by demographics, behavior, and propensity scores. Export to any destination in seconds.

Data Marketplace

Enrichment partners accessible directly in the platform. Better data, one click away.

Prescriptive Analytics

Helm tells you what to do next. Predictive models, propensity scores, and AI-ready structure built in.

Identity Resolution

Unify fragmented records into single, household-level profiles. Know exactly how many real customers you have.

Sequences

Push audiences to ad platforms, email tools, and CRMs automatically. Always in sync.

Intelligence Core

Resolution, scoring, enrichment, and AI-ready structuring - all in one engine that learns with every customer.

Sovereign Infrastructure

Private, distributed compute. No third-party cloud. No AI training on your data. Full control.

Agent First

Built for the era of autonomous AI. Your data is structured, contextual, and ready for agents from day one -not retrofitted later.

Sovereign Infrastructure

Built to protect what you've built.

Most platforms store your data in their cloud. Train their models on your knowledge. Change their policies without your vote.

Helm is built differently. Your data lives on infrastructure you own -and what your data teaches stays yours alone. No extraction. No training. No surrender.

  • -Private data center network -owned compute and storage
  • -Your 1st-party data never trains a third-party model
  • -Access governed by your rules, not a vendor's policy
  • -Your models and agents run inside your perimeter -not a vendor's API
  • -What your data learns compounds inside your fortress
PRIVATE INFRASTRUCTURE CRM Events Data Email Ads APIs DATA SANCTUM SOVEREIGN INTELLIGENCE ACCESS CONTROL AI TRAINING BOUNDARY GATE GATE 3rd-party AI training your data builds their models Platform lock-in their rules, not yours Data leakage intel you can't recover helmintel.com

Agentic & headless

Use it. Or let your agents use it.

One Intelligence Core, two front doors. A screen for your team. A headless interface for your agents -call it directly, or ask in plain language and every layer answers, entirely inside your perimeter.

For your team

Log in · click · activate

Marketers and RevOps build and ship audiences in the dashboard -visually, no SQL, no waiting on a data team.

High-intent Propensity > 0.7 Lapsed 90d
48,291 profiles · 75% reach
Activate

For your agents

Query · headless · sovereign

MCP · ready

Your agents call the same resolved data through a headless API. No dashboard, no export -just permissioned, audited access from inside your perimeter.

Headless API
>get_customer_context("acme-42")
{ profiles: 41,200,
health: 87 }
permissioned · audited · in-perimeter

The closed loop

One prompt. Every layer answers.

Live ◆ Inside sovereign perimeter

Ask in plain language. Helm leads -the network responds. Agents calling agents, inside the perimeter.

Ask in plain language
>

Answered in 0.3s -generated inside the perimeter.

identity 1.2M records resolved to ~740K real buyers
core 38% duplicate spend surfaced · health scored
orchestration high-propensity segment built -no SQL
activation clean audience live to Meta & Google

◇ Two front doors · one Intelligence Core -the spine every agent queries.

A screen for your people. An interface for your agents. The same sovereign data underneath. Most incumbents bolt this on. Helm was built for it.

Why Helm

The gap in the market. We built into it.

Enterprise CDPs require teams and months. Point solutions create their own complexity. Helm gives you both power and accessibility.

Enterprise CDPs Point Solutions Helm
Time to value Months Weeks per tool Minutes
Technical requirement Data engineering team Varies by tool Business users
Identity resolution Complex setup Automatic
Data enrichment Separate vendor Separate vendor Built-in marketplace
Data sovereignty Private infrastructure
Built for AI agents Bolted-on AI features Agent-first architecture
Access & interface Dashboard only Dashboard only Dashboard + headless API & MCP
Data health Pipe it, don't fix it Scored & improved
Intelligence layer Bolt-on analytics Native & prescriptive

Enterprise CDPs run $100K+/year. Point solutions stack to $5–50K across tools. Helm starts at accessible tiers.

Why Helm exists

Built on conviction, not convention.

Reference deployment

A 200-person ecommerce team, live on Helm in under a week.

Stuck between a warehouse engineering won't prioritize and a CDP quote that runs six figures. Every audience waits a sprint.

With Helm

  • All sources connected in a single session
  • Identities resolved automatically, data health scored
  • Marketers build and activate audiences without a ticket
  • Agents built next month run on the same clean foundation
Days
Not quarters, to deploy
Your cloud
Data never leaves
Agent-ready
From day one

Launch partners wanted

We're working directly with a small group of teams to shape Helm's first release. Partners get hands-on onboarding, pricing locked for the life of the deployment, and direct influence over the roadmap.

Become a launch partner
Your cloud.
Helm deploys into infrastructure you already own. No data lakes we control. No vendor you have to trust.
Your data.
It never leaves your environment. It never trains a model. What your customers teach you stays yours.
Your agents.
Structured, resolved, and contextual from the first sync. Ready for the agents you build next month, not retrofitted later.
Your pace.
Days to deploy, not quarters. No data engineering team required. No six-figure commitment before you see value.

What we saw

Every growth team we talked to was stuck in the same place: either hostage to a six-figure CDP contract, or duct-taping point tools around a warehouse their engineers couldn't prioritize. The work that mattered never got done.

What we refuse

Your data should not live on someone else's cloud. Your models should not train theirs. The pattern of renting your own intelligence back from a vendor is over -and we're not willing to build on top of it.

Who it's for

Teams that want to move fast without giving up ownership. Operators who know the next decade of marketing runs on agents, and don't want to spend the next year re-platforming to get there.

What comes next

Helm is onboarding launch partners now. The teams we work with early will shape the roadmap, lock in pricing, and build on a foundation that won't need replacing when the agent era fully arrives.

Frequently Asked Questions

Everything you need to know.

Quick answers about how Helm connects your data, resolves identities, and activates audiences -without the usual complexity.

Helm unifies your fragmented customer data, resolves identities across systems, scores your data health, and helps you build and activate targeted audiences -all without needing a data engineering team. Most teams see results in their first session.
Helm connects to CRMs (Salesforce, HubSpot), e-commerce platforms (Shopify, WooCommerce), event streams, databases (Postgres, BigQuery), marketing tools (Klaviyo, Mailchimp), advertising platforms, and more.
No -Helm complements your existing infrastructure. It sits on top of your data sources as the intelligence and activation layer. Many teams use Helm alongside their existing warehouse without any migration required.
Most teams are up and running within a single session. Guided workflows walk you through source connection, field mapping, and your first audience build. No consultants, no months-long implementations.
Helm uses deterministic and probabilistic matching to recognize the same person across different systems -even when names, emails, or IDs differ. Records merge into a single master profile, with household-level relationships mapped automatically.
Through Sequences -Helm's connector system that links sources to destinations. You define the audience, set the destination, and Sequences handle the sync. Audiences update automatically as your underlying data changes.
The Helm Marketplace offers a curated set of data enrichment partners for demographics, firmographics, intent signals, email validation, and more. You can also purchase new profile data directly within the platform.
Yes. Beyond the dashboard, Helm exposes the same resolved data through a headless API that is MCP-ready -so your agents can pull customer context, run analytics, and trigger activation programmatically. Every call is permissioned and audited, and it all runs inside your perimeter. Your data never leaves to answer an agent's question.
Yes -Helm is built for both. Marketing and RevOps teams use the Audience Builder and Data Health dashboards without writing a line of code. Technical teams get full access to source configuration, schema management, and API access when they need it.

Your intro
to Helm

Speak with our team to explore the use cases and benefits of sovereign customer intelligence.

  • Get a walkthrough tailored to your data stack and goals
  • See how Helm unifies, scores, and activates your customer data
  • Deep-dive into any questions you may have

"The identity resolution alone was worth it. We discovered 40% duplicate records in our first session."

DF
Daniel Foster
Director of Data

Early access

Tell us about your team and we'll arrange a personalized walkthrough.

We respond within one business day. No spam.

Helm Intel, Inc.

Security

Our approach, in plain language.

Security is not a feature we added -it's the reason Helm exists. The traditional CDP model asks you to hand your most sensitive customer data to a vendor. We refuse to build on that foundation.

Sovereign by design

  • Helm deploys inside your own cloud or private infrastructure.
  • Customer data never leaves the environment you control.
  • We do not proxy, mirror, or retain your data on our systems.
  • Your data is never used to train models -ours or anyone else's.

Access and identity

  • SSO and role-based access controls are available from day one.
  • Audit logging for all administrative and data-access actions.
  • Scoped service accounts for integrations, with short-lived credentials.

Encryption

  • Data encrypted in transit using TLS 1.2+.
  • Data encrypted at rest using your cloud provider's managed keys, or bring your own KMS.

Compliance roadmap

Helm is pre-launch. We are building toward SOC 2 Type II, GDPR, and CCPA alignment as part of our path to general availability. Launch partners receive a detailed security review and roadmap under NDA.

Responsible disclosure

Found a vulnerability? We want to hear from you. Report it to security@helmintel.com and we'll respond within two business days.