About us
The Helios Alpha Fund excels in generating superior risk-adjusted returns by strategically investing in companies that exhibit breakthrough innovation. Our approach combines a Growth at a Reasonable Price (GARP) strategy, structured financial instruments, and proactive management to achieve these impressive results. We are passionate about fostering innovation that has the power to transform the world. Our mission is to identify and invest in startups that are not only visionary but also capable of creating a positive impact on society and the environment. We firmly believe that the future of technology lies in harnessing the potential of Green Tech, Artificial Intelligence (AI), MedTech, Cyber and Enabling Tech.
Investment Strategy
Crossover Strategy
Helios Alpha Fund strategically navigates high-growth tech markets by leveraging market dislocations, aptly described as the "pendulum" effect. This involves capitalizing on overpriced hot trends through strategic selling and seizing opportunities in oversold segments. Our investment strategy employs a Growth at a Reasonable Price (GARP) model, facilitating a seamless transition from private to public markets. This approach allows us to make timely allocations to both primary growth capital and public securities.
Liquidity
Maintaining a balanced perspective, we aim to optimize returns and ensure near-term quarterly liquidity. Our focus is on achieving exits within a timeframe of under three years.
Our Selection Process
We meticulously select startups that align with our mission and vision. Our team of experts evaluates each opportunity based on:
Innovation
We seek startups with groundbreaking ideas and technologies that have the potential to disrupt industries in the greentech, medtech, AI, cyber, enablingtech industries.
Market Potential
We analyze market trends, competition, and scalability to ensure that our investments are poised for success.
Impact
We assess how each investment can create positive societal and environmental change.
Team
We believe in the power of exceptional teams. We look for passionate, skilled, and visionary founders who can execute their vision effectively.
Company Stage
We strategically allocate primary capital to growth stage companies that have customer traction, a clear product-market fit is evident, and notable acceleration in revenue.