Most private wealth firms are still people + tools.
A bank portal, the accounting system, four spreadsheets and the one person who knows which entity owns what.
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 capital calls from email into the ledger
- Chase K‑1s from every fund. Again.
- Pay household bills from the right entity
- Rebuild net worth from four spreadsheets
If you're a principal
The client's request, the K‑1 and the capital call should all land in the same record, whether they arrived this morning or at the end of the day.
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 capital calls from email into the ledgerIt learns how you work.
A capital call arrives by email. Amount, due date and entity land in your ledger.
No more:
Chase K‑1s from every fund. Again.It runs the work.
K‑1s get chased fund by fund. The family's net worth updates itself.
No more:
Pay household bills from the right entityIt improves itself.
The same bills get paid late every quarter. 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 change how we work with custodians?
No. Headroom sits alongside the tools you already use and keeps each household current from your email, calls and documents.
Can we set limits for transfers and wires?
Yes. You set the rules and limits, and anything above them waits for a principal's approval.
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.