About Author

Mr. Helmer is the Co-Founder and Chief Investment Officer of Strategy Capital. He has spent his career as a practicing business strategist: advising companies, investing based on strategy insights and teaching strategy. At Helmer & Associates (later Deep Strategy), a consulting firm he founded, he led over 200 strategy projects with major clients such as Adobe Systems, Agilent Technologies, Coursera, Hewlett-Packard, John Hancock Mutual Life, Mentor Graphics, Netflix, Raychem, and Spotify. With the Strategy Capital team, he continues to advise the founders of companies such as Brex, Scale AI, Lyft, Convoy, Insitro and Ginkgo Bioworks. In the last three decades he has also utilized his strategy concepts as a public equity investor, first with proprietary accounts and more recently with Strategy Capital. Prior to Helmer & Associates he was employed at Bain & Company. He holds a Ph.D. in Economics from Yale University and is a Phi Beta Kappa graduate of Williams College. Mr. Helmer taught Business Strategy in the Economics Department of Stanford University for a decade until 2018.