DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / H••••• S•••••• I••••••••• L••
H••••• S•••••• I••••••••• L••
Institutional venture firmNew York, NYh•••••.orgSEC venture capital fund adviserfundraising evidence
H••••• is a new type of institution that seeks to address critical societal problems by running projects alongside its Members.
venture manager, reported GAV $139M across 14 vehicles
Importance
32
moderate
Active deployment
60
high
Emerging
0
low
Completeness
56
elevated
Freshness
99
high
Research priority
22
moderate
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 17 STATE STREET, SUITE 2310, New York, NY, 10004adviserinfo.sec.gov
- Business phone
- 212-523-0875adviserinfo.sec.gov
- Website
- h•••••.org
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 30, 2026
- Private funds reported
- 14 (14 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $282Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- W••••• S••••• I••••••••• L• (Member), B; W••••• I• G• L•• (General Partner), F; T•• H••••••••• T•••• (Owner), E
- business email
- info@helena.orghelena.orgpublished by the subject
- business email
- press@helena.orghelena.orgpublished by the subject
- business phone
- 212-931-0100adviserinfo.sec.govpublished by the subject
- business phone
- 212-523-0875adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- global, los angeles, new york
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
14 reported, 3 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| H••••• S•••••• I••••••••• F••• I• L• | Fund | 2025 form d first sale | Fundraising | unknown | unknown | $70.1M of $200M | Dec 29, 2025 |
| H•• M••• P•• I• L•• | Fund | 2023 form d first sale | Active deployment | $4.0M Mar 29, 2024 | 17 | $2.5M | Sep 28, 2023 |
| H•• P•••••• I• L•• | Fund | 2023 form d first sale | Active deployment | $805,000 Mar 29, 2024 | 4 | $805,000 of $805,000 | Dec 8, 2023 |
| H••••• C••• S•• L•• | SPV or co-invest vehicle | 2023 adv first reported | Active deployment | $0 Mar 29, 2024 | 2 | unknown | unknown |
| H•• C••• F••• I• L•• | Fund | 2023 adv first reported | Active deployment | $0 Mar 29, 2024 | 0 | unknown | unknown |
| H•• A••••• S•• I• L•• | SPV or co-invest vehicle | 2022 form d first sale | Active deployment | $2.2M Mar 29, 2024 | 10 | $1.5M of $1.9M | Apr 12, 2022 |
| H•• P•••••• I• L•• | Fund | 2022 form d first sale | Active deployment | $2.0M Mar 29, 2024 | 12 | $1.9M | Jul 27, 2022 |
| H•• T••• H••••• I• L•• | Fund | 2022 form d first sale | Active deployment | $1.4M Mar 29, 2024 | 6 | $1.2M of $2.5M | Aug 2, 2022 |
| H••••• S•••••• I••••••••• F••• I• L• | Fund | 2021 form d first sale | Mature | $104M Mar 29, 2024 | 71 | $91.0M of $100M | Dec 28, 2022 |
| H•• C•• I• L•• | Fund | 2021 form d first sale | Mature | $14.5M Mar 29, 2024 | 30 | $14.5M of $14.5M | Jun 17, 2022 |
| H•• E••••• V•••• I• L•• | Fund | 2020 form d first sale | Mature | $3.7M Mar 29, 2024 | 38 | $10.0M of $10.0M | Apr 8, 2021 |
| H•• E••••• V•••• I• L•• | Fund | unknown | Unknown | $4.0M Mar 29, 2024 | 2 | unknown | unknown |
| H•• T••• H••••• I• L•• | Fund | unknown | Unknown | $1.3M Mar 29, 2024 | 2 | unknown | unknown |
| H•• E• B••••• L•• | Fund | unknown | Unknown | $500,000 Mar 29, 2024 | 1 | unknown | unknown |
| H•• F••• I• F•• L• | Fund | unknown | Wound down | $11.2M Mar 30, 2022 | 10 | unknown | unknown |
| H••••• Z•••• E• L•• | Fund | unknown | Wound down | $4.5M Mar 30, 2022 | 1 | unknown | unknown |
| H•• P••• L•• | Fund | unknown | Wound down | $2.5M Mar 30, 2022 | 1 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
15 current, 0 departed
A••• D•••• S•••••••
Founder or executiveCo-Founder, Investment Committee · since Jan 1, 2020
S•• F•••••••
Managing partnerMANAGING PARTNER: HELENA SPECIAL INVESTMENTS
S••••• W•••• F•••••••
Managing partnerManaging Member · since Jan 1, 2020
E•••• Y••••
OtherChief of Staff
H•••• J••••• E••••
PartnerCo-Founder, Investment Committee, Managing Director · since Jan 1, 2020
R•••••• G• C•••••••
PartnerOwner · since Aug 1, 2017
C•••• W•••••
Platform and operationsVice President: Programming and Content
E••• D•••••• K•••••
Platform and operationsDIRECTOR: FINANCE AND OPERATIONS, HELENA SPECIAL INVESTMENTS
H•••• E••••
Platform and operationsExecutive Director & COO
J•• J•••
Platform and operationsDIRECTOR: AMERICA IN ONE ROOM | PROJECT OPERATIONS
P••••• B•••
Platform and operationsEXECUTIVE COORDINATOR
A••• L•••
PrincipalPRINCIPAL: HELENA SPECIAL INVESTMENTS
M•• G••••••
PrincipalDIRECTOR: RESEARCH & HEALTH SECURITY
J•••• S••••
Vice presidentSenior Associate: H••••• S•••••• Investments
J••• B•••••
Vice presidentSenior Associate: H••••• S•••••• Investments
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
21 dated events
- Mar 29, 2024H•• M••• P•• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $4,005,000Fund first reported on Form ADVFundsFactH•• M••• P•• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2024H•• P•••••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $805,000Fund first reported on Form ADVFundsFactH•• P•••••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• P•••••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $1,990,000Fund first reported on Form ADVFundsFactH•• P•••••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• C••• F••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund)Fund first reported on Form ADVFundsFactH•• C••• F••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H••••• C••• S•• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund)Fund first reported on Form ADVFundsFactH••••• C••• S•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• T••• H••••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $1,228,000Fund first reported on Form ADVFundsFactH•• T••• H••••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H••••• Z•••• E• L•• no longer reported on Form ADV by H••••• S•••••• I••••••••• L••Fund no longer reportedFundsInferenceH••••• Z•••• E• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• P••• L•• no longer reported on Form ADV by H••••• S•••••• I••••••••• L••Fund no longer reportedFundsInferenceH•• P••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• F••• I• F•• L• no longer reported on Form ADV by H••••• S•••••• I••••••••• L••Fund no longer reportedFundsInferenceH•• F••• I• F•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023H•• A••••• S•• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $2,160,000Fund first reported on Form ADVFundsFactH•• A••••• S•• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H••••• S•••••• I••••••••• L•• first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• T••• H••••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $2,499,999Fund first reported on Form ADVFundsFactH•• T••• H••••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• F••• I• F•• L• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $11,150,000Fund first reported on Form ADVFundsFactH•• F••• I• F•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H••••• S•••••• I••••••••• F••• I• L• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $32,200,000Fund first reported on Form ADVFundsFactH••••• S•••••• I••••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• E••••• V•••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $4,000,000Fund first reported on Form ADVFundsFactH•• E••••• V•••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• E••••• V•••• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $10,167,000Fund first reported on Form ADVFundsFactH•• E••••• V•••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• C•• I• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $14,469,000Fund first reported on Form ADVFundsFactH•• C•• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• P••• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $2,549,316Fund first reported on Form ADVFundsFactH•• P••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H•• E• B••••• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $500,000Fund first reported on Form ADVFundsFactH•• E• B••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022H••••• Z•••• E• L•• first reported on Form ADV by H••••• S•••••• I••••••••• L•• (Venture Capital Fund), GAV $4,500,000Fund first reported on Form ADVFundsFactH••••• Z•••• E• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 1, 2017R•••••• G• C••••••• joined Schedule A of H••••• S•••••• I••••••••• L•• as Owner
Classification history
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $139M across 14 vehicles
Evidence
39 observations from 3 sources