Most investment firms are still people + tools.
A CRM, a data room, four spreadsheets and the one person who knows where every LP document lives.
The tools each hold a slice. Your people are the glue.
That one person copies, chases and rebuilds it all by hand. When they're out, it waits.
Every week, by hand
- Copy the new LP from email into the CRM
- Chase subscription docs. Again.
- Chase partners to sign off deal memos
- Rebuild the LP update from four spreadsheets
If you're a partner
You need to know who owns the intro, which subscription document is still out, and which memo is waiting on you.
Your firm stops being people + tools and becomes a system.
One that learns, runs and improves itself.
What comes off your list
No more:
Copy the new LP from email into the CRMIt learns how you work.
A new LP emails. Contact, commitment and call notes land in your CRM.
No more:
Chase subscription docs. Again.It runs the work.
Subscription docs get chased. The quarterly LP update drafts itself.
No more:
Chase partners to sign off deal memosIt improves itself.
Deal memos wait 3 days for sign-off. It suggests a fix, you approve it.
How it works
Two weeks from first call to running on it.
You keep working. We do the building.
- Day 1Show us how you work today
- Days 2–6We learn how your business runs
- Days 7–13We build it around your tools
- Day 14Your team starts using it
Built to be trusted with the real work.
- Every change is on the record.See who changed what, and when: a person, or an agent acting for them.
- Your data stays yours.Kept separate from every other business, with a dedicated database when you need one.
- You set when agents ask.They work inside your permissions. You choose which sends, bookings and changes wait for your yes.
Before you get started.
Do we have to stop using our CRM?
No. Headroom works alongside the tools you already use. We set it up around how your firm already tracks deals.
Who can see partner notes?
Only the people you choose. Access is set per record and down to individual properties, so partner-only notes stay with partners.
How long does it take to set up?
Your first workflow is live two weeks after our first call. You keep working while we build it.
You don't set it up. We do.
Bring us your by-hand list. We build the system with you and run it with you. If it isn't working in 90 days, you get your money back.