Helena is a global institution founded in 2015 that addresses critical societal problems through non-profit projects and for-profit investments via its investment arm, Helena Special Investments. The firm focuses on growth equity investments in sectors including energy, climate tech, and healthcare, with notable investments in companies such as Energy Vault and Heliogen.
31% of their portfolio is in Climate & Energy. Deal activity increased 300% year-over-year (4 deals in the last 12 months). Their most common stage is series-a (44% of deals). Average disclosed round size is $55.3M (across 13 rounds with reported amounts).
Portfolio
12
Fund Size
$200M
Top Stage
Series A
Last 12 Mo
4
Team
Protik Basu
MANAGING PARTNER: HELENA SPECIAL INVESTMENTS
Evan Davison Kotler
DIRECTOR: RESEARCH & HEALTH SECURITY
Jacob Smith
DIRECTOR: FINANCE AND OPERATIONS, HELENA SPECIAL INVESTMENTS
Jeff Brooks
DIRECTOR: AMERICA IN ONE ROOM | PROJECT OPERATIONS
Erika Yorio
Vice President: Programming and Content
Amol Mehta
Senior Associate: Helena Special Investments
Anne Lann
EXECUTIVE COORDINATOR
Henry Elkus
Founder & CEO
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
Portfolio
| Company | Round | Amount | Date |
|---|---|---|---|
| CCatcher | Series A | $65M | May 2026 |
 Star Catcher | Series A | $65M | May 2026 |
 Positron | Series B | $230M | Feb 2026 |
 Phaidra | Series B | $50M | Oct 2025 |
 Vivodyne | Series A | — | May 2025 |
 Twin Health | Unknown | $50M | Dec 2023 |
 Cruz Foam | Series A | $18M | Oct 2022 |
 Aether Diamonds | Series A | $18M | Mar 2022 |
| MMatter | Growth | $25M | Jan 2022 |
 Energy Vault | Growth | $110M | Aug 2019 |
 Aether Biomedical | Series A | — | — |
| Energy Vault | Unknown | — | — |
 Kibu | Seed | $10.5M | — |
| MMatter | Series B | $35M | — |
| MMatter | Series C | $25M | — |
| Cruz Foam | Series A | $18M | — |
Top Co-Investors
Last updated: 20 October 2026