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Helm Health Corp

Health plan software for insurers and plan administrators, with upfront prices for members.

Updated Nov 10, 2026·Latest SEC filing Mar 23, 2026·Suggest an edit

About Helm

Helm is a private company based in Columbus, Ohio. It has reported $21,241,474 raised in four offerings on Form D since January 2021. Its chief executive is Ross Klosterman.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Oct 28, 2025Mar 23, 2026$10,499,991fully sold5$2.0MEquity, Options, Series A Preferred Stock and Warrant to Purchase Series A Preferred StockRule 506(b)Form D ↗
Mar 6, 2024Mar 21, 2024$2,621,270of $3.6M target11$238KEquity, Securities on exercise, Series Seed-3 and Series Seed-4 Preferred StockRule 506(b)Form D ↗
Aug 17, 2021Sep 1, 2021$6,743,713of $7.2M target33$204KEquity, Securities on exercise, Series Seed Preferred StockRule 506(b)Form D ↗
Nov 4, 2020Jan 4, 2021$1,376,500fully sold24$57,354Equity, Debt, Options, Issuance of SAFEs; Convertible Promissory NotesRule 506(b)Form D ↗
Total, four offerings$21,241,474

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Helm's Form D filed Mar 23, 2026.

RK
Ross Klosterman
Chief Executive Officer and director

Earlier filings also listed Brodie Stone (executive officer and promoter, last listed Mar 2024).

Sources

  1. SECHelm Health Corp filing history
  2. CompanyHelm Health terms of service