v1 is the legacy gateway API and is frozen — it still works, but new features ship in v2 only: scoped tokens, OAuth2, webhooks, and the MCP server. Go to the v2 docs →
Helm Core API v1
The Helm Core API is the two-way integration surface for Helm Core OS — the private markets operating platform that wealth managers, investment banks, and asset managers use to originate, distribute, subscribe, and report on private market opportunities. Push data into Helm Core OS from your CRM, portal, or core banking system; pull deals, investors, transactions, and reporting out of Helm Core OS into your downstream systems; subscribe to webhooks for real-time events. Deals, investors, transactions, forms, portfolio reporting, attachments, webhooks, and compliance — all wired into your stack.
Common use cases
Some of the integrations teams typically build on top of the Helm Core API.
Sync your CRM
When a deal closes in Salesforce or HubSpot, create the matching Helm deal automatically — and keep investor records in step both ways.
Pipe data to your warehouse
Nightly export of deals, positions, transactions, and compliance results into Snowflake, BigQuery, or your lake of choice.
Onboard from your portal
When a user signs up in your front-end, invite them to Helm with the right roles, scoped access, and pre-populated KYC.
React to events
Subscribe to webhooks so your Slack, email tooling, or internal systems react the moment a transaction completes or a deal is published.
Embed reporting
Pull live portfolio performance and positions into your own client-facing UI without rebuilding what Helm Core OS already computes.
Run compliance in your flow
Trigger KYC, AML, and sanctions checks at the moment your front-end captures user details, then surface results back in your own UI.
Get started
Quickstart
Authenticate and make your first API call in under five minutes.
Authentication
Bearer tokens, scopes, rotation.
SDKs
Official client libraries for TypeScript, Python, Go, and more.
Helm AI
Connect to Helm via MCP for AI-assisted workflows.
Explore the API
Deals
Programmatically manage deal containers and their lifecycle.
Users
Manage platform users, invitations, and access.
Forms
Form definitions and submissions.