Identification and analyzation of high-return opportunities.
BUILDING THE FUTURE WITH VISIONARY COMPANIES
Our Portfolio
EMPOWERING PORTFOLIO SUCCESS
Meet the Leaders Driving Transformative Growth
Helios Ventures identifies and invests direct-to-capital table in companies shaping the future of technology, driving transformative change in their industries.
Led by partners with extensive networks in Silicon Valley and Wall Street, Helios provides institutional and individual investors with exclusive access to generational companies.
With a proven sales leader who scaled ARR from $15 million to $1.5 billion, Helios Ventures provides unmatched go-to-market advisory services, empowering companies to accelerate growth and dominate their markets.
Research Head
Matt Berg
Matt Berg brings over 20 years of investment expertise across public and private markets. A seasoned leader, he previously held roles at Highbridge Capital and York Capital, where he specialized in identifying high-growth, cash-generative companies.
Most recently, Matt led growth investments at Manhattan West, including strategic deals with Anduril, Redwood Materials, Shield AI, and Epic Games.
His background of fundamental research and financial modeling has contributed to deploying over $5 billion in capital across 40+ strategic transactions.
$5B+
in total capital deployed across public and private markets.
40+
Closed 40+ strategic deals in tech and financial sectors.
20+
years of investment experience, specializing in high-growth, cash-generative companies.
Business Development
Matt Weisbarth
Matt Weisbarth began his career in private markets in 2010 while running the international trading desk at Chardan Capital Markets. In 2015, he joined Strategas to lead the Private Market Transaction (PMT) team, focusing on two key areas: trading late-stage, VC-backed technology companies and structuring SPVs for strategic investments.
In 2020, Matt partnered with Merritt Quirk to co-manage the PMT group at Strategas, building a platform for private market trading and SPV management. In January 2021, Matt and Merritt co-founded QW to expand these efforts, splitting their focus between institutional trading of private secondary transactions and managing SPVs.
To date, QW has facilitated over $2 billion in secondary deals, underscoring its commitment to delivering innovative liquidity solutions and exceptional value for clients.
$3B+
Directed $3B+ in private market transactions.
12+
years of experience in private market investing, focusing on secondary transactions.
30+
Closed 30+ strategic deals in tech and financial sectors.
Venture Partner
Jerry Weitzman
Jerry Weitzman is a trusted advisor and sales leader with unmatched experience scaling growth-stage software companies.
As the former SVP of Sales at Databricks, Jerry grew ARR from $15 million to $1.5 billion and built a sales team of over 300 professionals across the Americas. His expertise in revenue growth, value-selling frameworks, and industry vertical models has positioned him as a go-to resource for high-growth companies in Silicon Valley.
Jerry’s strategic guidance helps Helios portfolio companies reach their full potential.
100x
Scaled Databricks’ ARR from $15M to $1.5B as SVP of Sales.
300+
Built and managed a team of 300+ sales professionals across the Americas.
10x
Helped drive 10x revenue growth across multiple growth-stage software companies.
Managing Partner
Merritt Quirk
Merritt Quirk brings over a decade of experience in private market platforms and liquidity solutions.
As an institutional sales leader at Forge Global, Merritt scaled the firm’s franchise from under $10 million to a multi-billion-dollar operation, expanding its institutional investor base to over 200 firms globally.
Merritt’s expertise in financial technology and capital markets positions him as a leader in identifying growth opportunities and unlocking value for portfolio companies.
Scaled Forge Global’s business to manage over $3B+ in transaction volume.
$3B+
200+
Led the expansion of institutional investor relationships to 200+ firms globally.
10+
years of experience scaling private market platforms, with a focus on liquidity solutions.
STRATEGIC CAPITAL FOR TRANSFORMATIVE COMPANIES
Go to Market Expertise
By partnering with Helios, portfolio companies gain access to one of the most accomplished sales leaders in Silicon Valley who helped grow Databricks revenue to $1.5 billion ARR from $15million ARR and developed their enterprise go-to-market motion.
Go to Market advisory with a track record of billion dollar ARR generation.
High-impact deal execution and market expansion.
Helios Ventures unifies strategic capital, go-to-market expertise, and high-impact deal-making to fuel transformative growth.
HELIOS OFFERS
Strategic Expertise to Scale Revenues
Accelerated Revenue Growth
Develop and implement innovative pricing strategies, channel and alliance structures, and lead generation programs with a focus on enterprise and international markets.
Elite Executive Access
Develop and implement innovative pricing strategies, channel and alliance structures, and lead generation programs with a focus on enterprise and international markets.
Strategic Talent Scaling
Build precise hiring profiles, segment GTM teams by industry and market, and align talent strategy to support scalable, long-term growth.
Customer Success Mastery
Design comprehensive success programs and define actionable metrics that strengthen retention, grow customer value, and drive competitive advantage