Business strategy
Your business plan, finally alive.
Helm turns annual goals into quarterly OKRs, tracks income against target in real time, and puts a planning agent on every company you run — so strategy stops living in a forgotten doc and starts driving the week.
One command deck per company. Annual goal, quarterly income, OKRs and this week’s priorities — always current, never a stale slide.
Run strategy for your company, your portfolio, or hand it to us.
Helm scales from a single company running its own plan to an agency steering strategy for every client — and if you’d rather not touch it, our team runs quarterly planning for you.
For a single company
Run your annual plan, quarterly OKRs and income tracking for one company, with a planning agent that keeps it aligned.
- One command deck for your company
- OKRs auto-drafted each quarter
- Income tracked against goal in real time
For agencies & portfolios
Steer strategy for every client or portfolio company from one place — isolated decks, one login.
- Unlimited company decks, isolated
- Per-company goals, OKRs & income
- Team roles & white-label ready
Done for you
We facilitate quarterly planning, set the OKRs, and keep every company’s plan on track.
- Quarterly planning facilitated
- OKRs written & reviewed with you
- Performance reviews each quarter
Strategy that runs, not strategy that sits.
Helm brings the pieces every owner juggles into one deck: the live scoreboard, the planning engine, performance tracking, and the weekly compass that turns the plan into action.
Live command deck
Annual goal, income to date, quarterly breakdown and this week’s priorities on one screen — always current.
Annual & quarterly plans
Turn a revenue and margin target into a structured annual plan, then break it into quarterly OKRs automatically.
Performance tracking
Income tracked against goal in real time, quarter by quarter, with variance versus last year surfaced automatically.
Compass & priorities
The few high-leverage moves for this week, ranked by urgency and impact, so the plan turns into action.
Everything you need to run the plan.
Purpose-built to connect a goal to the work that reaches it — with a human approving every move.
Annual goal engine
Set revenue, margin and MRR targets; Helm structures the plan and tracks progress toward it all year.
Quarterly OKRs
Objectives and key results drafted each quarter from your goal — measurable, owned, and reviewed.
Real-time income
Income syncs from Stripe and rolls up by quarter against target, with year-over-year variance.
Planning agents
A Growth Architect agent drafts plans and OKRs on demand, or re-aligns a company on a schedule.
Multi-company
Run strategy for every company or client from one deck — each isolated, each with its own plan.
Compass
This week’s highest-leverage priorities, ranked by urgency and impact, pulled straight from the plan.
Drift alerts
Helm flags a quarter behind pace, an OKR at risk, or a target slipping — before it’s a surprise.
Versioned history
Every plan, OKR set and re-align is saved, so you can see how the strategy evolved.
Human-approved
Agents draft; you decide. Nothing changes the plan without your sign-off.
From a goal to a moving plan.
Set the goal
Enter your annual revenue, margin and MRR targets for each company.
Agents draft the plan
Helm structures the year and drafts quarterly OKRs from your goal.
Track in real time
Income syncs and rolls up against target, quarter by quarter.
Re-align each week
Compass surfaces the few moves that matter; run a planning agent any time.
Questions, answered.
What is Helm?
Helm is the CAIOS strategy layer. It turns annual goals into quarterly OKRs, tracks income against target in real time, and runs a planning agent on every company you manage.
How is Helm different from a spreadsheet?
A spreadsheet stores numbers. Helm connects your goal to live income, drafts the OKRs, surfaces weekly priorities, and flags drift — so the plan drives the work instead of gathering dust.
Where does the income data come from?
Helm syncs revenue from Stripe and other connected sources, and rolls it up by quarter against your target automatically.
What does a planning agent do?
The Growth Architect agent drafts your annual plan and quarterly OKRs from a short direction, or re-aligns a company on a maintenance schedule. You approve everything.
Can I run strategy for multiple companies?
Yes. Run a separate command deck for every company or client from one login — each isolated, each with its own goals, OKRs and income.
Does Helm work with the rest of CAIOS?
Yes. Helm sits above Armada, Harbor, Beacon and Envoy, turning what they do into measurable progress against your plan.
Put your strategy on the command deck.
Set the goal, let the agents draft the plan, and watch every quarter move toward it — in real time.
Book a demo