HELION
Paper · Poster
Paper · Poster

Toward net
energy.

Confinement results from the latest campaign.

1.4×
Q improvement
1.4×
Headline metric
Research conference
Prepared for
01 / 20
The problem

Fusion has been thirty years away for sixty years — this campaign moves the confinement metric decisively.

physics 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
1.4×
Q improvement
02
8s
Sustained
03
12
Shots analyzed

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

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

Break
even.

04 / 20
How it works
STEP 01
Connect
Map the whole physics surface in under an hour. No migration.
→
STEP 02
HELION 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 research conference 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

Q improvement, last 8 quarters

1.4×
+250% YoY
25
50
75
100
108
136
176
227
297
382
464
600
Q3·24Q4·24Q1·25Q2·25Q3·25Q4·25Q1·26Q2·26
07 / 20
Why now

Three forces converging

01
01

Demand

physics 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
HELION
Legacy A
Point tool B
DIY
Breadth → ↑ Depth
10 / 20
Two
Part Two

The data.

Diagnostics, error bars, and next steps.

11 / 20
Detail

Unit economics

This yearLast yearYoY
Revenue600382+40%
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 & product52%
02
Go-to-market31%
03
Operations & reserve17%
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 physics 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

“A meaningful step, carefully reported.”

Reviewer
Peer review
16 / 20
Revenue mix

Where the money comes from

0100%
52%
31%
17%
Platform 52%
Services 31%
Marketplace 17%
17 / 20
Team

Built by operators

[ photo ]
Reviewer
Co-founder & CEO
[ photo ]
A. Rivera
Co-founder & CTO
[ photo ]
M. Osei
VP Product
[ photo ]
L. Chen
VP Revenue
18 / 20
In one number
1.4×

improvement in the fusion energy gain factor over the prior campaign.

19 / 20
HELION

Toward net energy.

helion.physics.edu
[ QR ]
20 / 20