Websites for investment firms that look as serious as they are.
Helmsman designs and builds websites for investment groups and fintech labs: clear on thesis, portfolio and team, institutional in feel, and easy for investors to use on a phone. Behind them, we build investor portals and the approvals and reporting they need.
- Finance clients
- 4 firms and labs
- From
- first design to launch
- Every project
- under NDA
Sound familiar?
What we hear most from investment firms:
- The website looks dated next to the firms you compete with for capital.
- Investors cannot quickly find your thesis, portfolio companies or team.
- Reports and documents go out by email, one investor at a time.
- Approvals for new deals live in email threads.
- Publications and disclaimers are hard to keep up to date.
What we build
- 01
Firm websites
Institutional, not generic
Thesis, focus, portfolio, team and publications set out with a confident, institutional feel.
- 02
Portfolio pages
Companies at a glance
Each portfolio company presented with its story.
- 03
Investor portals
Documents in one place
Investors log in to their own reports and documents instead of waiting for an email.
- 04
Approvals
Deals decided on record
Approval workflows that record who signed off, and when.
- 05
Banking apps
Clearer money, better habits
Navigation, budgeting and spending insights designed to nudge people to save.
- Websites for three investment firms: Birch Swing Group (buyout and growth investment), Bridgewater AG and MAAT.
- A website for Bankai Labs, a deep-tech lab building AI tools for banking.
- A mobile banking app concept: an audit and redesign of navigation, budgeting and saving nudges.
Birch Swing Group
A website for an investment group that scales established businesses.
Bridgewater AG
A website for an investment firm that puts investors first.
MAAT
A website for an investment business, designed in Figma and built on Webflow.
Bankai Labs
A website for a deep-tech lab building AI tools for banking.
Mobile banking app
A banking app rethought around clear navigation, budgeting and nudges to save.
What should an investment firm's website show?
Your thesis first, then the proof: what you invest in and why, your portfolio companies, your team and your publications. Investors decide in minutes whether you look like a firm they would trust with capital.
What is an investor portal?
A secure login where each investor sees their own reports, statements and documents. It replaces emailing files one by one, and keeps a record of what was shared and when.
Software for investment firms, answered.
Do you build websites for investment firms?
Yes. Our work includes websites for Birch Swing Group, Bridgewater AG and MAAT, and for Bankai Labs, a banking AI lab.
Can you build an investor portal?
Yes. It is built like our other web platforms: each investor sees only their own documents and reports.
Do you sign an NDA?
Yes, on every project.