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David Helene at Beam

Founder & Chief Executive Officer at Beam

Professional Summary

David Helene is the Founder & CEO of Beam (formerly Edquity) with over 12 years of experience in financial services, social impact technology, and entrepreneurship. His career progression includes rapid advancement at The Clearing House where he became the youngest Vice President in corporate history, rising from AVP Strategic Communications to VP Chief of Staff, followed by co-founding UniFi Scholars, a non-profit focused on college financial planning for low-income students. Helene's expertise spans strategic communications, operations, cash assistance program administration, and social safety net innovation, with Beam having successfully administered over $350 million in assistance programs and demonstrated the ability to improve outcomes like graduation rates by 2x. His current focus centers on redesigning social safety net infrastructure to help institutions and government efficiently distribute cash assistance to individuals in need, earning recognition as a Forbes 30 Under 30 honoree.

LinkedIn Presence

David Helene's LinkedIn presence reflects a thoughtful policy leader who consistently transforms complex social infrastructure challenges into accessible narratives, often weaving together systemic analysis with practical solutions like "eliminating structural drivers of U.S. inequality."His posts demonstrate a distinctive pattern of connecting current events to broader themes around economic mobility and government efficiency, frequently referencing specific policy frameworks and citing research to support his arguments about social safety net modernization. Helene's voice strikes a balance between academic rigor and entrepreneurial urgency, particularly when discussing topics like AI implementation in government services or disaster response, where he often frames Beam's work within larger conversations about "building America's digital infrastructure."His communication style reveals someone who views his company's mission through a civic technology lens, consistently positioning business updates and partnerships as contributions to systemic change rather than traditional corporate achievements.

Education and Miscellaneous

David Helene graduated from Yale University with a Bachelor of Arts in Economics in 2012 and is a proud alumnus of the prestigious Packer Collegiate Institute. He has been recognized as a Forbes 30 Under 30 honoree, highlighting his exceptional achievements as a young entrepreneur dedicated to eliminating structural drivers of U.S. inequality. As a Brooklyn native, Helene brings both academic excellence from an Ivy League institution and notable recognition for his social impact work to his entrepreneurial endeavors.
And here's AI-generated research on Beam

Beam

AI-powered platform streamlining financial aid delivery for vulnerable populations

Company Summary

Beam is a Brooklyn-based technology company that provides a cloud-based platform for social service delivery, serving nonprofits, government agencies, higher education institutions, and philanthropic organizations across the United States. Beam targets organizations that need to efficiently deliver financial assistance and social services to vulnerable populations, addressing systemic challenges around economic mobility and the slow, inequitable distribution of aid programs. Beam's AI-powered platform manages the entire program lifecycle from eligibility determination to payments, reporting, case management, and compliance, enabling organizations to launch assistance programs quickly and deliver funds in less than 24 hours in many cases. Beam differentiates itself through its comprehensive end-to-end approach that reduces administrative burdens, prevents fraud, and provides robust analytics, particularly excelling in disaster and emergency response scenarios where speed and transparency are critical. Since 2020, Beam has established itself as a significant digital infrastructure provider for over 53 governments and institutions across more than 16 states, having administered over $180 million in aid to approximately 300,000 households.

Tech Stack

Beam operates on Webflow for their website platform and appears to use Pardot (Salesforce Marketing Cloud) for marketing automation, suggesting a sophisticated approach to nurturing their government and nonprofit prospects through longer sales cycles. The presence of Google Ads conversion tracking, Google Remarketing, and LinkedIn alongside Facebook and Instagram pixels indicates a multi-channel acquisition strategy that balances professional networking with broader awareness campaigns appropriate for reaching decision-makers across public sector and nonprofit organizations. Their integration of Intercom for customer communication and Segment for data orchestration suggests they're taking a consultative, relationship-driven sales approach typical of enterprise software serving mission-critical government and institutional clients. The combination of Hotjar for user experience optimization and Microsoft Clarity for additional behavioral analytics indicates they're focused on optimizing their digital experience for complex stakeholders who need to thoroughly evaluate platforms before implementation.

Target Personas

Beam's primary ICPs are Program Directors and Operations Leaders at government agencies, nonprofit organizations, and higher education institutions, particularly those managing emergency aid and social services programs. Grant Administrators and Financial Aid Directors at universities like Southern New Hampshire University and HBCUs represent another key persona, demonstrated by their successful deployment of multi-million dollar aid programs. A third critical persona is Technology and Innovation Officers within philanthropic organizations and municipal governments, as evidenced by partnerships like Baltimore City's Water4All program, who seek to modernize and streamline their assistance delivery systems.

This research took our AI 5 minutes.

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Manual research is hard to scale

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What You'll Get

An end-to-end service from strategy to reporting.

Strategy & Setup

ICP identification workshop - so you target prospects who actually convert, not just anyone with a pulse
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Hundreds of personalized pages included - so you can treat your entire high-value prospect list with a personal touch
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Real-time visit notifications - so you know exactly when to follow up while you're top of mind
Session replay recordings - so you understand what messaging resonates most with your best prospects
30-day analytics reporting - so you can prove ROI and optimize future campaigns with data
Qualified leads handed to your sales team - so your closers focus on closing, not qualifying cold traffic

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