RIAs & GPs

Helix Research Ltd. offers a multi-faceted partnership to Registered Investment Advisors (RIAs) and Single Strategy General Partners (GPs), extending beyond cutting-edge AI-powered investment intelligence to encompass unique collaboration and capital allocation opportunities.

How Helix Empowers RIAs & GPs

  • Advanced Investment Intelligence (HTI2 System)

    Leverage our proprietary Graph Neural Network (GNN) to access systematic "margin of safety" identification for both long and short strategies. This complete trading system, including signals, execution support, and risk management tools, helps you deliver consistent alpha and navigate market complexities.

  • Access to Proprietary Deal Pipeline

    Benefit from our robust pipeline of businesses and startups aligned with the eco-economics model. As an RIA or GP, you gain potential access to compelling investment opportunities that fit your strategic allocation needs and offer exposure to innovative, sustainable ventures.

  • Capital Allocation to Our Fund

    RIAs and GPs have the opportunity to allocate capital to the Helix Transition Capital Partners LP fund. This allows you to gain exposure to our distinctive Equity Long/Short strategy, which invests in public securities based on our eco-economics thesis, aiming for uncorrelated returns. Please note that investment in this fund is suitable for qualified investors only, involves a significant degree of risk, and may result in the loss of all invested capital. Prospective investors should carefully consider their financial resources and objectives.

  • OCIO Client Referrals

    We welcome RIAs and GPs to refer suitable high-net-worth individuals and family offices for our bespoke OCIO Advisory Services. This collaboration allows us to collectively serve discerning capital seeking strategic wealth management, purpose-driven investments, and transparent oversight.

  • Enhanced Performance & Efficiency

    Our solutions are designed to boost your fund's performance and operational efficiency. By offering B2B licensing with a performance fee significantly lower than typical industry standards, we align with your success and enhance your unit economics.

  • Proprietary & Proven Framework

    Utilize our unique macro flows framework, developed with deep domain expertise from hedge fund management. This proprietary approach, combined with a proven track record, provides you with actionable insights and a distinct advantage in the market.

Case Study 1

Helix Trading Signals Empower Trader to Scale Prop Firm Account and Achieve Financial Independence

Client: An ambitious and skilled trader with a strong desire to achieve financial independence through consistent and profitable trading. The trader was seeking a reliable source of high-quality trading signals to enhance their trading strategy and maximize their returns within a proprietary trading firm (prop firm) environment.

Challenge: The trader faced the common challenges of maintaining consistent profitability in the markets, including:

  • Identifying high-probability trading opportunities: Consistently finding profitable setups can be time-consuming and require advanced analytical skills.

  • Managing risk effectively: Balancing the pursuit of profits with the need to protect capital is crucial for long-term success.

Scaling trading activity: Growing a prop firm account requires a consistent track record of profitability and effective risk management.

Helix Solution: The trader subscribed to Helix's trading signals service (as detailed on https://www.sowmyvj.com/p/trading-signals), leveraging the signals to supplement their existing trading strategy. The key benefits included:

  • High-Quality Signals: Access to signals generated by Helix's quantitative analysis and market expertise, increasing the probability of identifying profitable trades.

  • Consistent Returns: The signals helped the trader achieve more consistent returns, improving their overall profitability and reducing the volatility of their trading performance.

Efficient Trading: The signals saved the trader time and effort in market analysis, allowing them to focus on trade execution and risk management.

Outcome:

  • Prop Firm Account Growth: By consistently utilizing Helix's trading signals, the trader significantly improved their trading performance and demonstrated a strong track record of profitability. This enabled them to scale their prop firm account and access larger capital allocations.

  • Consistent Payouts: The trader's enhanced profitability translated into consistent payouts from the prop firm, providing a reliable and growing income stream.

  • Financial Independence: The trader achieved a significant level of financial independence, gaining greater control over their income and lifestyle.

This case study demonstrates the effectiveness of Helix's trading signals in empowering traders to achieve consistent profitability, scale their trading activities, and realize their financial goals

Case Study 2

Helix Masterclass Empowers Trader to Develop Strategy and Secure Capital from Helix's LP Network

Client: An experienced trader with a well-defined trading strategy seeking to launch their own fund or significantly expand their trading operations. The trader recognized the need for both strategic refinement and access to capital to achieve their ambitions.

Challenge: The trader faced the following hurdles:

  • Strategy Optimization: While possessing a solid foundation, the trader sought to further refine and optimize their trading strategy to maximize its potential.

  • Capital Raising: Securing sufficient capital to launch a fund or scale trading operations is a significant challenge for independent traders.

Investor Network: Access to a network of potential investors, particularly those aligned with the trader's strategy, was limited.

Helix Solution: The trader participated in the Helix masterclass (as described on https://www.sowmyvj.com/p/masterclass), gaining valuable insights and guidance on:

  • Strategy Development: The masterclass provided advanced training and mentorship to refine the trader's existing strategy, optimize risk management, and enhance overall performance.

  • Fund Structuring: Guidance on structuring a fund or investment vehicle to attract investors, including legal and regulatory considerations.

  • Capital Raising Strategies: The masterclass equipped the trader with the knowledge and tools to effectively present their strategy to potential investors.

Access to Helix's LP Network: Helix facilitated connections between the trader and its network of Limited Partners (LPs), providing access to potential sources of capital.

Outcome:

  • Enhanced Trading Strategy: The trader successfully refined and optimized their trading strategy, incorporating the knowledge and techniques gained from the Helix masterclass.

  • Capital Raised: Through Helix's LP network and the capital-raising skills acquired in the masterclass, the trader secured significant capital to launch their fund or expand their trading operations.

  • Fund Launch/Business Expansion: The trader successfully launched their own fund or significantly expanded their trading business, achieving a major milestone in their career.

This case study illustrates how the Helix masterclass empowers traders to develop their strategies, access capital, and achieve their professional and financial aspirations.

Institutional & Sophisticated Investor Publications

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