Advisor

Strategic analysis you can take to your client, board, or team

An agentic app for analytical work, configured to your firm. Every claim sourced, every output branded, every step editable.

Advisor is built on the Managed Intelligence platform

Pre-built capabilities, configured to your firm. Free-form questions or pre-built Playbooks. Multi-model reasoning produces output branded for your firm.

The reasoning, laid out as a graph

A Pre-LOI competitive analysis in mid-run. The graph shows framing, parallel research, synthesis, and the final recommendation. Every node is editable; every output exports branded for your firm.

Pre-LOI competitive analysis

Q3 2025

A strategic question flows through framing into parallel research, then synthesis, an options matrix, and a final recommendation. Every node is editable.ParallelPre-LOI competitive analysis · Helix Talent PartnersFramingMarket segmentationTarget profileCompetitor scanPricing dynamicsGrowth signalsSynthesisOptions · weightedRecommendation
Edit any node · Rerun from any pointExport branded · PDF / Word / Excel

What teams run on Advisor

Grouped by the shape of the work. These are starting points, not a closed list. Advisor handles whatever analytical work your firm runs.

01

Talent search

  • Search strategy briefs
  • Candidate short lists
  • Branded candidate profiles
  • Pipeline across open mandates
  • Adjacent-industry candidate mapping

02

Deal diligence

  • Pre-LOI competitive landscape
  • M&A buyer strategy
  • IC-ready diligence packets
  • Operational due diligence
  • Acquired-book evaluation

03

Market analysis

  • Competitive landscape mapping
  • Market sizing and segmentation
  • Build, buy, or partner analysis
  • Adjacent-market threat assessment
  • Location strategy

04

Strategic options

  • Strategic option evaluation
  • GTM and capital allocation
  • Annual planning
  • Adversarial testing
  • Workforce transformation

What you get instead of a six-figure engagement

01

Insight, not headcount

Advisor handles the analysis. No team to hire, no engagement to manage, no slide deck to chase, no analyst bench to build.

02

Sourced and defensible

Recommendations include their reasoning. Claims cite their sources. Output is ready when a client, a board, or an audit asks how it was produced.

03

Hours instead of weeks

Run a complete analysis in hours. Hit LOI signings, board meetings, and closing windows that a four-to-six week engagement would miss.

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See Advisor in action

Walk through an example question end to end on Advisor.