Financial Analysis & Forecasting

The Challenge

Financial analysts spend 60-70% of their time on data collection, model building, and manual calculations. Complex financial models require constant updates as market conditions change, and scenario analysis demands rebuilding models multiple times. This manual process is slow, error-prone, and limits the depth of analysis possible.

Current State Pain Points:

Manual Data Entry: 20-30 hours per week updating models with market data
Error Risk: Manual calculations lead to 5-10% error rate in complex models
Limited Scenarios: Time constraints limit analysis to 3-5 scenarios instead of comprehensive testing
Delayed Insights: Analysis lags market movements by days or weeks

The Helium Solution

Helium automates financial modeling, data integration, and scenario analysis. AI agents continuously update models with real-time market data, run thousands of scenarios, and generate insights with 95% accuracy.

80%

Faster Analysis

95%

Accuracy Rate

24/7

Real-Time Updates

Automated Capabilities

Real-Time Data Integration

Automatic updates from market data feeds, financial statements, economic indicators, and news sources. Models stay current without manual intervention.

Multi-Scenario Analysis

Run 1000+ scenarios simultaneously testing different assumptions, market conditions, and strategic options. Identify optimal paths and risk factors.

Predictive Forecasting

Machine learning models trained on historical data generate accurate forecasts with confidence intervals and sensitivity analysis.

Automated Reporting

Generate executive dashboards, detailed analysis reports, and presentation decks with charts, tables, and commentary automatically.

Measurable Business Outcomes

80%

Faster Analysis

From 40 hours to 8 hours

95%

Accuracy Rate

Validated against actual outcomes

1000+

Scenarios Tested

Comprehensive risk analysis

Investment Bank Case Study

Challenge: A mid-sized investment bank's analysts spent 40+ hours per week building and updating financial models for M&A deals. Manual data entry from multiple sources led to errors and delayed deal analysis.

Helium Implementation: Deployed Helium with AIM trained on their modeling standards and integrated with Bloomberg, FactSet, and internal deal databases. Automated data flows and model updates.

Results After 90 Days:

Model building time reduced from 40 to 8 hours per week (80% reduction)
Error rate decreased from 8% to 0.5% (95% improvement)
Scenario analysis expanded from 5 to 1000+ scenarios per deal
Deal capacity increased by 60% with same analyst headcount
$2.4M annual savings in analyst time + improved deal quality

How It Works

1 Real-Time Data Integration

Helium connects to Bloomberg, FactSet, Reuters, SEC filings, and your internal systems to pull real-time financial data, market prices, and economic indicators automatically.

2 Automated Model Building

AI agents build comprehensive financial models using your firm's methodologies, including DCF, comparable company analysis, precedent transactions, and LBO models.

3 Comprehensive Scenario Analysis

Run unlimited scenarios with different assumptions, market conditions, and risk factors. Helium performs Monte Carlo simulations and sensitivity analysis automatically.

4 Executive Reporting

Generate investment memos, board presentations, and detailed analysis reports with charts, tables, and recommendations ready for stakeholder review.

Helium vs. Traditional Analysis Tools

Traditional Stack

Tools Required (6+):

• Bloomberg Terminal ($24K/year)
• FactSet ($12K/year)
• Excel + Manual Models
• Capital IQ ($12K/year)
• Python/R for Analysis
• PowerPoint for Reports

Time per Analysis

50 hours

Scenarios Tested

3-5

Annual Tool Cost

$48K

Helium Platform

Unified Solution:

✓ All data sources integrated
✓ Automated model generation
✓ Real-time data updates
✓ Unlimited scenarios
✓ Instant report generation
✓ Methodology consistency

Time per Analysis

10 hours

↓ 80% reduction

Scenarios Tested

50+

↑ 10x increase

Platform Cost

$12K

↓ 75% cost reduction

Accelerate Your Financial Analysis

See how Helium delivers 80% faster analysis with 95% accuracy

Request Demo