Strengthening Performance. Enabling Long-Term Growth.
Helios is built on a long-term investment philosophy designed to help software companies and their leaders thrive.
We partner with vertical market software businesses that have strong teams, loyal customers, and mission-critical products. Our model emphasizes operational excellence, customer centricity, disciplined reinvestment, and the stability needed to achieve enduring performance.
We acquire companies with a long horizon in mind, while maintaining continuity, supporting leadership, and enhancing the systems, processes, and structures that allow businesses to grow.
How We Create Enduring Value
Customer focus
We believe long-term value creation starts with customers and is built by strengthening relationships while respecting each company’s DNA.
Customer-driven decision making
Preservation of culture and market positioning
Thoughtful, low-disruption ownership transition
Operational excellence
We work closely with management teams to strengthen operations, elevate performance, and support long-term capability building.
Process Optimization
Leadership Development
Access to Valsoft’s network and expertise (140+ vertical software companies globally)
Strategic growth
Our disciplined approach ensures long-term expansion while maintaining the integrity and strengths of the business.
Go-to-market strategy review
Support for tech and AI roadmap
Selective and structured capital allocation
01
Mission-Critical and Verticalized Software Offering
B2B SaaS that is essential to customer operations
Verticalized and proprietary product
Strong retention metrics and established competitive moat
02
Financial Profile
$5M–$100M+ in annual revenue
70%+ recurring revenue
No restrictions on profitability
03
Geography & Industry
North America and Europe
Industry-agnostic
Products that are highly tailored to their vertical
04
Transaction Structure & Capabilities
Full buyout or majority investments
All cash transactions, with flexibility for variable consideration
In-house diligence capabilities and experience in carveouts and special situations
Portfolio Companies
