HELIX
Seed · Confidential
Seed · Confidential

See the whole
system.

Unified traces, logs, and cost in one queryable graph.

$21B
Observability market
4.2M
Headline metric
Seed investors
Prepared for
01 / 20
The problem

Observability got 10× more data and 10× more expensive without getting clearer.

observability teams feel it every week: the status quo scales cost, not outcomes. There is no clean upgrade path — only rip-and-replace.

02 / 20
Market
01
$21B
Observability market
02
27%
Segment CAGR
03
9k
Target accounts

Bottom-up, the reachable market clears a nine-figure ceiling before expansion.

03 / 20
[ FULL-BLEED · observability hero image ]

One query
language.

04 / 20
How it works
STEP 01
Connect
Map the whole observability surface in under an hour. No migration.
STEP 02
HELIX core
Golden paths become policy, enforced at runtime.
STEP 03
Deliver
Teams self-serve safely with audit and rollback for free.
05 / 20
The product

One surface your whole seed investors lives in.

01
Live graph
Every dependency, owner, and cost in real time.
02
Policy-as-code
Guardrails that block bad changes automatically.
03
Attribution
Every dollar tied to a team and a decision.
[ product UI screenshot ]
06 / 20
Traction

Observability market, last 8 quarters

4.2M
+237% YoY
25
50
75
100
164
188
221
255
290
329
394
447
Q3·24Q4·24Q1·25Q2·25Q3·25Q4·25Q1·26Q2·26
07 / 20
Why now

Three forces converging

01
01

Demand

observability budgets are shifting from headcount to platform.

02
02

Technology

The primitives finally exist to do this at the edge.

03
03

Distribution

A bottom-up motion the incumbents can’t run.

08 / 20
Adoption

Active accounts

M1M3M6M9M12M15M18
actualguide
09 / 20
Landscape
HELIX
Legacy A
Point tool B
DIY
Breadth → ↑ Depth
10 / 20
Two
Part Two

Under the hood.

Architecture, pricing, and the wedge.

11 / 20
Detail

Unit economics

This yearLast yearYoY
Revenue447329+60%
Gross margin78%71%+7 pts
Net retention134%119%+15 pts
Payback11 mo17 mo−6 mo
12 / 20
Where it goes

Use of funds

01
Engineering & product42%
02
Go-to-market31%
03
Operations & reserve27%
13 / 20
Cohorts

Retention by cohort

M0
M3
M6
M9
M12
Jan
100
88
79
72
68
Apr
100
90
82
76
Jul
100
91
85
Oct
100
93
LOWHIGH
14 / 20
Roadmap

The next 18 months

Now → Q2
Land
Own the observability beachhead with a self-serve motion.
Q3 → Q4
Expand
Enterprise controls, SSO, and the partner program.
2027
Platform
Open the API and the marketplace.
15 / 20
In their words

“Helix cut our monitoring bill 60% and our MTTR in half.”

R. Alvarez
SRE Lead, Cadence
16 / 20
Revenue mix

Where the money comes from

0100%
42%
31%
27%
Platform 42%
Services 31%
Marketplace 27%
17 / 20
Team

Built by operators

[ photo ]
R. Alvarez
Co-founder & CEO
[ photo ]
A. Rivera
Co-founder & CTO
[ photo ]
M. Osei
VP Product
[ photo ]
L. Chen
VP Revenue
18 / 20
In one number
4.2M

events ingested per second at a third of the incumbent’s cost.

19 / 20
HELIX

See the whole system.

helix.io · invest@helix.io
[ QR ]
20 / 20