You built your business by hand.You built your business by hand.
Now let's run it with Headroom.Now let's run it with Headroom.
UpdatedDeal
Halden · Seed
- Option pool
- 12% pre-money10% pre-money
- Price per share
- $1.78$1.82
- Status
- Terms updatedWaiting on cap table
Approved by Leah · 9:13 AM
UpdatedDeal
Halden · Seed
- Option pool
- 12% pre-money10% pre-money
- Price per share
- $1.78$1.82
- Status
- Terms updatedWaiting on cap table
Approved by Leah · 9:13 AM
UpdatedDeal
Halden · Seed
- Option pool
- 12% pre-money10% pre-money
- Price per share
- $1.78$1.82
- Status
- Terms updatedWaiting on cap table
Approved by Leah · 9:13 AM
UpdatedDeal
Halden · Seed
- Option pool
- 12% pre-money10% pre-money
- Price per share
- $1.78$1.82
- Status
- Terms updatedWaiting on cap table
Approved by Leah · 9:13 AM
5 rowsKeystone Closings
Files
FileClosing
Castillo purchaseJul 10
Linden St. saleJun 30
Okonkwo purchaseJul 24
Hollis Ave. purchaseJul 17
Approved by Tess · 9:17 AM
5 rowsKeystone Closings
Files
FileClosing
Castillo purchaseJul 10
Linden St. saleJun 30
Okonkwo purchaseJul 24
Hollis Ave. purchaseJul 17
Approved by Tess · 9:17 AM
5 rowsKeystone Closings
Files
FileClosing
Castillo purchaseJul 10
Linden St. saleJun 30
Okonkwo purchaseJul 24
Hollis Ave. purchaseJul 17
Approved by Tess · 9:17 AM
5 rowsKeystone Closings
Files
FileClosing
Castillo purchaseJul 10
Linden St. saleJun 30
Okonkwo purchaseJul 24
Hollis Ave. purchaseJul 17
Approved by Tess · 9:17 AM
UpdatedLicense
Brand typeface · Foundry
- Flag
- Desktop only · no web embedding
- Fix
- Webfont license quoted · $420
- Status
- Ready to buyReceived
Theo bought it · 11:09 AM
UpdatedLicense
Brand typeface · Foundry
- Flag
- Desktop only · no web embedding
- Fix
- Webfont license quoted · $420
- Status
- Ready to buyReceived
Theo bought it · 11:09 AM
UpdatedLicense
Brand typeface · Foundry
- Flag
- Desktop only · no web embedding
- Fix
- Webfont license quoted · $420
- Status
- Ready to buyReceived
Theo bought it · 11:09 AM
UpdatedLicense
Brand typeface · Foundry
- Flag
- Desktop only · no web embedding
- Fix
- Webfont license quoted · $420
- Status
- Ready to buyReceived
Theo bought it · 11:09 AM
WaitingNeeds your OK
Final BEO from the caterer
Their count says 136. The event says 142. Sign at 142?
Sign at 142Not now
WaitingNeeds your OK
Final BEO from the caterer
Their count says 136. The event says 142. Sign at 142?
Sign at 142Not now
WaitingNeeds your OK
Final BEO from the caterer
Their count says 136. The event says 142. Sign at 142?
Sign at 142Not now
WaitingNeeds your OK
Final BEO from the caterer
Their count says 136. The event says 142. Sign at 142?
Sign at 142Not now
WaitingDocument
June statement · Custodian
- Used as
- Proof of funds · Closing
- Send to
- Closing attorney
- Status
- Ready to sendReceived
Waiting on Sam
WaitingDocument
June statement · Custodian
- Used as
- Proof of funds · Closing
- Send to
- Closing attorney
- Status
- Ready to sendReceived
Waiting on Sam
WaitingDocument
June statement · Custodian
- Used as
- Proof of funds · Closing
- Send to
- Closing attorney
- Status
- Ready to sendReceived
Waiting on Sam
WaitingDocument
June statement · Custodian
- Used as
- Proof of funds · Closing
- Send to
- Closing attorney
- Status
- Ready to sendReceived
Waiting on Sam
MessageHelen Okafor
Northfield Joinery
“Driver called, we're set for Saturday at 9. Thank you all!! 🛋️”
MessageHelen Okafor
Northfield Joinery
“Driver called, we're set for Saturday at 9. Thank you all!! 🛋️”
MessageHelen Okafor
Northfield Joinery
“Driver called, we're set for Saturday at 9. Thank you all!! 🛋️”
MessageHelen Okafor
Northfield Joinery
“Driver called, we're set for Saturday at 9. Thank you all!! 🛋️”
UpdatedTasks
Call follow-ups
- Sam
- Sketch two garden room options
- Tom
- Check permitted development rights
- Ruth
- Send the stage 4 fee proposal
Sam, Tom, and Ruth accepted
UpdatedTasks
Call follow-ups
- Sam
- Sketch two garden room options
- Tom
- Check permitted development rights
- Ruth
- Send the stage 4 fee proposal
Sam, Tom, and Ruth accepted
UpdatedTasks
Call follow-ups
- Sam
- Sketch two garden room options
- Tom
- Check permitted development rights
- Ruth
- Send the stage 4 fee proposal
Sam, Tom, and Ruth accepted
UpdatedTasks
Call follow-ups
- Sam
- Sketch two garden room options
- Tom
- Check permitted development rights
- Ruth
- Send the stage 4 fee proposal
Sam, Tom, and Ruth accepted
Viewing as AdvisorViewing as ParaplannerViewing as Client serviceTheir policy
Ashford family
- Brief
- Not startedReadyNot started
- Missing
- Unknown2025 tax returnUnknown
- Accounts
- $4.2M
- Next step
- Prep the reviewReview Thu, 2 PMTalking pointsRun Roth analysisFile tax return
Brief readyTue
Roth analysis runWed
Tax return receivedWed
Advisor sign-offnow
Follow-up sent3:08 · Advisor
Beneficiary form sent3:09 · Client service
Notes filed to the record3:09 · Agent
Next review booked3:10 · Agent
Review Thursday, 2:00 PM
Passed firm policy check
Next review booked · March
Viewing as AdvisorViewing as ParaplannerViewing as Client serviceTheir policy
Ashford family
- Brief
- Not startedReadyNot started
- Missing
- Unknown2025 tax returnUnknown
- Accounts
- $4.2M
- Next step
- Prep the reviewReview Thu, 2 PMTalking pointsRun Roth analysisFile tax return
Brief readyTue
Roth analysis runWed
Tax return receivedWed
Advisor sign-offnow
Follow-up sent3:08 · Advisor
Beneficiary form sent3:09 · Client service
Notes filed to the record3:09 · Agent
Next review booked3:10 · Agent
Review Thursday, 2:00 PM
Passed firm policy check
Next review booked · March
Viewing as AdvisorViewing as ParaplannerViewing as Client serviceTheir policy
Ashford family
- Brief
- Not startedReadyNot started
- Missing
- Unknown2025 tax returnUnknown
- Accounts
- $4.2M
- Next step
- Prep the reviewReview Thu, 2 PMTalking pointsRun Roth analysisFile tax return
Brief readyTue
Roth analysis runWed
Tax return receivedWed
Advisor sign-offnow
Follow-up sent3:08 · Advisor
Beneficiary form sent3:09 · Client service
Notes filed to the record3:09 · Agent
Next review booked3:10 · Agent
Review Thursday, 2:00 PM
Passed firm policy check
Next review booked · March
Viewing as AdvisorViewing as ParaplannerViewing as Client serviceTheir policy
Ashford family
- Brief
- Not startedReadyNot started
- Missing
- Unknown2025 tax returnUnknown
- Accounts
- $4.2M
- Next step
- Prep the reviewReview Thu, 2 PMTalking pointsRun Roth analysisFile tax return
Brief readyTue
Roth analysis runWed
Tax return receivedWed
Advisor sign-offnow
Follow-up sent3:08 · Advisor
Beneficiary form sent3:09 · Client service
Notes filed to the record3:09 · Agent
Next review booked3:10 · Agent
Review Thursday, 2:00 PM
Passed firm policy check
Next review booked · March
5 rowsAshcombe Atelier
Repairs
PieceDeliver to
Ellery enamel cuffHotel
Okoro signet resizeSalon
Brandt diamond studsHome
Hale sapphire ringHome
Noor approved the reply · 9:21 AM
5 rowsAshcombe Atelier
Repairs
PieceDeliver to
Ellery enamel cuffHotel
Okoro signet resizeSalon
Brandt diamond studsHome
Hale sapphire ringHome
Noor approved the reply · 9:21 AM
5 rowsAshcombe Atelier
Repairs
PieceDeliver to
Ellery enamel cuffHotel
Okoro signet resizeSalon
Brandt diamond studsHome
Hale sapphire ringHome
Noor approved the reply · 9:21 AM
5 rowsAshcombe Atelier
Repairs
PieceDeliver to
Ellery enamel cuffHotel
Okoro signet resizeSalon
Brandt diamond studsHome
Hale sapphire ringHome
Noor approved the reply · 9:21 AM
UpdatedLease
Lease packet · Unit 3B
- Flag
- 62 lb dog · building caps pets at 25 lb
- Fix
- Held for Rosa before countersigning
- Status
- Ready to countersignReceived
Rosa approved an exception · 11:12 AM
UpdatedLease
Lease packet · Unit 3B
- Flag
- 62 lb dog · building caps pets at 25 lb
- Fix
- Held for Rosa before countersigning
- Status
- Ready to countersignReceived
Rosa approved an exception · 11:12 AM
UpdatedLease
Lease packet · Unit 3B
- Flag
- 62 lb dog · building caps pets at 25 lb
- Fix
- Held for Rosa before countersigning
- Status
- Ready to countersignReceived
Rosa approved an exception · 11:12 AM
UpdatedLease
Lease packet · Unit 3B
- Flag
- 62 lb dog · building caps pets at 25 lb
- Fix
- Held for Rosa before countersigning
- Status
- Ready to countersignReceived
Rosa approved an exception · 11:12 AM
WaitingNeeds your OK
Data room invite for Halden
It went to deals@ and expires in 24 hours. Send it to Omar for diligence?
Send to OmarNot now
WaitingNeeds your OK
Data room invite for Halden
It went to deals@ and expires in 24 hours. Send it to Omar for diligence?
Send to OmarNot now
WaitingNeeds your OK
Data room invite for Halden
It went to deals@ and expires in 24 hours. Send it to Omar for diligence?
Send to OmarNot now
WaitingNeeds your OK
Data room invite for Halden
It went to deals@ and expires in 24 hours. Send it to Omar for diligence?
Send to OmarNot now
UpdatedDocument
Sewer scope · Inspector
- Used as
- Exhibit · inspection objection
- Routed to
- Tess · objection draft
- Status
- Attached to objectionReceived
Tess attached it · 2:34 PM
UpdatedDocument
Sewer scope · Inspector
- Used as
- Exhibit · inspection objection
- Routed to
- Tess · objection draft
- Status
- Attached to objectionReceived
Tess attached it · 2:34 PM
UpdatedDocument
Sewer scope · Inspector
- Used as
- Exhibit · inspection objection
- Routed to
- Tess · objection draft
- Status
- Attached to objectionReceived
Tess attached it · 2:34 PM
UpdatedDocument
Sewer scope · Inspector
- Used as
- Exhibit · inspection objection
- Routed to
- Tess · objection draft
- Status
- Attached to objectionReceived
Tess attached it · 2:34 PM
MessageAva Moreno
Fieldnote Studio
“Sold out in 38 minutes!! Thank you all 🙏”
MessageAva Moreno
Fieldnote Studio
“Sold out in 38 minutes!! Thank you all 🙏”
MessageAva Moreno
Fieldnote Studio
“Sold out in 38 minutes!! Thank you all 🙏”
MessageAva Moreno
Fieldnote Studio
“Sold out in 38 minutes!! Thank you all 🙏”
WaitingTasks
Call follow-ups
- Dev
- Confirm the dance-floor layout with the venue
- Ana
- Add vegan meals for table 9 to the BEO
- Kim
- Send Sofia the updated catering estimate
Waiting on the owners
WaitingTasks
Call follow-ups
- Dev
- Confirm the dance-floor layout with the venue
- Ana
- Add vegan meals for table 9 to the BEO
- Kim
- Send Sofia the updated catering estimate
Waiting on the owners
WaitingTasks
Call follow-ups
- Dev
- Confirm the dance-floor layout with the venue
- Ana
- Add vegan meals for table 9 to the BEO
- Kim
- Send Sofia the updated catering estimate
Waiting on the owners
WaitingTasks
Call follow-ups
- Dev
- Confirm the dance-floor layout with the venue
- Ana
- Add vegan meals for table 9 to the BEO
- Kim
- Send Sofia the updated catering estimate
Waiting on the owners
UpdatedClient request
Home purchase · Wire
- Wire by
- Fri, Jun 19, 4:00 PMFri, Jun 26, 4:00 PM
- Wire to
- Title company escrow
- Status
- Wire ready to releaseNeeds wire instructions
Approved by Marcus · 9:14 AM
UpdatedClient request
Home purchase · Wire
- Wire by
- Fri, Jun 19, 4:00 PMFri, Jun 26, 4:00 PM
- Wire to
- Title company escrow
- Status
- Wire ready to releaseNeeds wire instructions
Approved by Marcus · 9:14 AM
UpdatedClient request
Home purchase · Wire
- Wire by
- Fri, Jun 19, 4:00 PMFri, Jun 26, 4:00 PM
- Wire to
- Title company escrow
- Status
- Wire ready to releaseNeeds wire instructions
Approved by Marcus · 9:14 AM
UpdatedClient request
Home purchase · Wire
- Wire by
- Fri, Jun 19, 4:00 PMFri, Jun 26, 4:00 PM
- Wire to
- Title company escrow
- Status
- Wire ready to releaseNeeds wire instructions
Approved by Marcus · 9:14 AM
5 rowsNorthfield Joinery
Orders
OrderBalance due
Okafor dining table$0
Marsh oak desk$2,900
Corrigan bed frame$4,100
Lindell sideboard$3,250
Approved by Jen · 8:22 AM
5 rowsNorthfield Joinery
Orders
OrderBalance due
Okafor dining table$0
Marsh oak desk$2,900
Corrigan bed frame$4,100
Lindell sideboard$3,250
Approved by Jen · 8:22 AM
5 rowsNorthfield Joinery
Orders
OrderBalance due
Okafor dining table$0
Marsh oak desk$2,900
Corrigan bed frame$4,100
Lindell sideboard$3,250
Approved by Jen · 8:22 AM
5 rowsNorthfield Joinery
Orders
OrderBalance due
Okafor dining table$0
Marsh oak desk$2,900
Corrigan bed frame$4,100
Lindell sideboard$3,250
Approved by Jen · 8:22 AM
WaitingConsultant report
Drainage strategy · Consultant
- Flag
- Drawn for scheme B · client approved C
- Fix
- Update request sent with scheme C plans
- Status
- Revised copy filedReceived
Waiting on Tom
WaitingConsultant report
Drainage strategy · Consultant
- Flag
- Drawn for scheme B · client approved C
- Fix
- Update request sent with scheme C plans
- Status
- Revised copy filedReceived
Waiting on Tom
WaitingConsultant report
Drainage strategy · Consultant
- Flag
- Drawn for scheme B · client approved C
- Fix
- Update request sent with scheme C plans
- Status
- Revised copy filedReceived
Waiting on Tom
WaitingConsultant report
Drainage strategy · Consultant
- Flag
- Drawn for scheme B · client approved C
- Fix
- Update request sent with scheme C plans
- Status
- Revised copy filedReceived
Waiting on Tom
WaitingNeeds your OK
Certified deposition transcript
The opposition is due at 5:00 PM and needs the June 4 transcript. Use it as Exhibit B?
Use as Exhibit BNot now
WaitingNeeds your OK
Certified deposition transcript
The opposition is due at 5:00 PM and needs the June 4 transcript. Use it as Exhibit B?
Use as Exhibit BNot now
WaitingNeeds your OK
Certified deposition transcript
The opposition is due at 5:00 PM and needs the June 4 transcript. Use it as Exhibit B?
Use as Exhibit BNot now
WaitingNeeds your OK
Certified deposition transcript
The opposition is due at 5:00 PM and needs the June 4 transcript. Use it as Exhibit B?
Use as Exhibit BNot now
UpdatedDocument
Courier booking · Insured
- Routed to
- Felix · signs workshop releases
- Declared
- $68,000 · insured door to door
- Status
- Signed · ready for collectionSitting in the salon inbox
Felix signed it · 2:34 PM
UpdatedDocument
Courier booking · Insured
- Routed to
- Felix · signs workshop releases
- Declared
- $68,000 · insured door to door
- Status
- Signed · ready for collectionSitting in the salon inbox
Felix signed it · 2:34 PM
UpdatedDocument
Courier booking · Insured
- Routed to
- Felix · signs workshop releases
- Declared
- $68,000 · insured door to door
- Status
- Signed · ready for collectionSitting in the salon inbox
Felix signed it · 2:34 PM
UpdatedDocument
Courier booking · Insured
- Routed to
- Felix · signs workshop releases
- Declared
- $68,000 · insured door to door
- Status
- Signed · ready for collectionSitting in the salon inbox
Felix signed it · 2:34 PM
MessageMaya Brennan
Corbel Residential
“Keys work, couch fits 😅 Thank you all!”
MessageMaya Brennan
Corbel Residential
“Keys work, couch fits 😅 Thank you all!”
MessageMaya Brennan
Corbel Residential
“Keys work, couch fits 😅 Thank you all!”
MessageMaya Brennan
Corbel Residential
“Keys work, couch fits 😅 Thank you all!”
UpdatedTasks
Call follow-ups
- Omar
- Call two pilot customer references
- Ines
- Send Maya the closing checklist
- Rosa
- Intro Maya to two utility buyers
Omar, Ines, and Rosa accepted
UpdatedTasks
Call follow-ups
- Omar
- Call two pilot customer references
- Ines
- Send Maya the closing checklist
- Rosa
- Intro Maya to two utility buyers
Omar, Ines, and Rosa accepted
UpdatedTasks
Call follow-ups
- Omar
- Call two pilot customer references
- Ines
- Send Maya the closing checklist
- Rosa
- Intro Maya to two utility buyers
Omar, Ines, and Rosa accepted
UpdatedTasks
Call follow-ups
- Omar
- Call two pilot customer references
- Ines
- Send Maya the closing checklist
- Rosa
- Intro Maya to two utility buyers
Omar, Ines, and Rosa accepted
UpdatedTransaction
Purchase · Buyer side
- Closing
- Jul 10, 2026Jun 30, 2026
- Amendment
- No. 1 · signed by both sides
- Wire question
- Held · call on a known number
Approved by Tess · 9:17 AM
UpdatedTransaction
Purchase · Buyer side
- Closing
- Jul 10, 2026Jun 30, 2026
- Amendment
- No. 1 · signed by both sides
- Wire question
- Held · call on a known number
Approved by Tess · 9:17 AM
UpdatedTransaction
Purchase · Buyer side
- Closing
- Jul 10, 2026Jun 30, 2026
- Amendment
- No. 1 · signed by both sides
- Wire question
- Held · call on a known number
Approved by Tess · 9:17 AM
UpdatedTransaction
Purchase · Buyer side
- Closing
- Jul 10, 2026Jun 30, 2026
- Amendment
- No. 1 · signed by both sides
- Wire question
- Held · call on a known number
Approved by Tess · 9:17 AM

The software never fit. So you made it work.
Spreadsheets, inboxes and memory fill the gaps.
Now it fits you.
AI that learns your business from every email, call and file.
Viewing as AdvisorViewing as ParaplannerViewing as Client serviceTheir policy
Ashford family
- Brief
- Not startedReadyNot started
- Missing
- Unknown2025 tax returnUnknown
- Accounts
- $4.2M
- Next step
- Prep the reviewReview Thu, 2 PMTalking pointsRun Roth analysisFile tax return
Brief readyTue
Roth analysis runWed
Tax return receivedWed
Advisor sign-offnow
Follow-up sent3:08 · Advisor
Beneficiary form sent3:09 · Client service
Notes filed to the record3:09 · Agent
Next review booked3:10 · Agent
Review Thursday, 2:00 PM
Passed firm policy check
Next review booked · March
Built for yours
- Gmail
- Phone
- Zoom
- Notes app
- Someone's head
- Tracker.xlsx
Every conversationKept
Every follow-upOwned
Every handoffComplete
YouOff the hook
Being builtLive in two weeks
Waiting on usTracker.xlsx · Row 214
New customer
- Owner
- —
- Last contact
- Not logged
- Next step
- Follow up?
- Notes
- See email
Last edited 3 weeks ago
Re: can we push to Friday?
Gmail
Call
Kickoff · never written up
Zoom · 32 min
Text
Sent the signed copy
Phone
Notes
Follow up on pricing
Notes app
File
Quote v3.pdf
Shared drive
Voicemail
Voicemail · call me back
0:48
Notes
They hate phone calls
Someone's head
Invite
Quarterly check-in
Thu · 2:00 PM
Fwd: revised quote
Gmail
Text
Running 10 min late
Phone
Call
Pricing call
Zoom · 18 min
File
Agreement.pdf
Signed Aug 2
Two documents still missing
Gmail
Invite
Handoff with Sam
Mon · 9:30 AM
Voicemail
Voicemail · delivery window
1:12
Standardization is a commodity.Your way of working isn't.
- Built for youQuoting rulesClient tiersFollow-up rhythm
We build around the parts of your business that win.
How it works
Capture. Understand. Act.
- 01
Capture all the context.
Every email, call, doc and chat, in one place.
- Connects the tools you already use
- Ask anything, get answers with sources
- Permissions follow your team
Connected
- Email1,240
- Calls86
- Docs312
- Chat2,045
What did we promise Dana?Answer
Delivery moves to Friday morning. Their dock is closed Thursday.
Dana · 9:14 AMTuesday's call - 02
Understand the whole picture.
Anyone can pick up where someone left off.
- Every account's full history
- Briefs before every meeting
- Handoffs that miss nothing
MSHandoff · Maria is out this weekSam is picking up her accountsRead42emails6calls3notes
- Three replies waiting on us.From her inbox
- Promised a revised quote by Friday.From Tuesday's call
- They prefer email over calls.From her notes
- 03
Act on it.
Agents do the busywork. You approve what matters.
- Drafts follow-ups for you
- Updates records and tasks
- Nothing sends without your OK
Draft · follow-up
Thanks for today
As promised, here's the revised quote we talked through, plus the two documents we still need from you.
From Tuesday's callApprove and sendSentEditLogged to the account
The daily workaround, gone.
Re-typing call notes
Captured automatically
Digging through threads before a meeting
Briefed before you walk in
Chasing who said they'd do what
Every follow-up has an owner
One person who knows everything
The business knows it
Getting started
Two weeks from first call to running on it.
You keep working. We do the building.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- Day 1Walk us through a real week
- Days 2–6We map how your work actually moves
- Days 7–13We build it on the tools you use
- Day 14Your team runs on 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.
- Agents ask first.They work inside your permissions and check before they send, book or change anything.
We work with one business at a time.Next, it'syours.a venture fund.