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.

Trusted by -
Indian Motorcycle Salem Publishing Stratus Intelligence Cloud Logics

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 Infra

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.

Consent & Governance

Full data lineage and consent management. GDPR, CCPA, and SOC 2 compliant out of the box.

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
  • -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

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
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.

How teams use Helm

Don't take our word for it.

Case study

How Indian Motorcycle unified 1.2M customer records in a single session

Indian Motorcycle had customer data fragmented across 12 dealership CRMs, a Shopify storefront, event registration platforms, and three separate ad accounts. The same riders were being targeted 3-4x across channels with conflicting messages.

Helm connected all sources in a single session, resolved 1.2M records into 740K unique rider profiles, and surfaced 38% duplicate ad spend. Within the first week, clean audiences were activated to Meta and Google - cutting acquisition costs and increasing campaign ROAS by 2.1x.

38%
Duplicate spend cut
1.2M
Records unified
1 day
Time to activation
2.4M+
Records unified
Across all connected sources
< 4hrs
Time to first insight
From connect to activation
220M+
Data points processed
Daily across platform customers
99.6%
Data accuracy
After identity resolution

"We went from three separate tools and a part-time data analyst to one platform. Our campaign conversion rates improved 43% in the first 60 days."

ML
Marcus Liu
Head of Growth

"Audience creation used to take my team three weeks and a consultant. Now a marketing manager does it in under an hour. The sovereignty piece was non-negotiable for us."

SR
Sofia Ramirez
Marketing Operations Lead

"The identity resolution alone was worth it. We discovered 40% duplicate records. Helm fixed that in our first session and cut our data pipeline costs by a third."

DF
Daniel Foster
Director of Data

"Helm replaced our entire ETL pipeline and three separate tools. Data that used to take weeks to prepare for campaigns is now ready in minutes. Our team finally focuses on strategy, not plumbing."

AK
Anika Kapoor
VP of Marketing

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 -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.