Features
Industries
For Investment firms
Deal flow with firm memory attached.
Headroom reads forwarded intros, partner notes and market memos into the deal record, with thesis, owners and next steps, so associates spend their time on founders instead of retyping context.
A day without Headroom.
- 9:10 AMMaya's pool goes to 12%. Our price doesn't move.
- 11:05 AMCounsel's draft comes back. No pro-rata clause.
- 1:00 PMLeah's call with Maya. Nobody owns the follow-ups.
- 2:30 PM“Who checks the deals@ inbox?”
- 5:00 PM5:00 passes. Maya signs another fund's term sheet.
What Headroom carries for the firm.
Email
Intros and memos land on the deal with thesis, owners and next steps, and the source attached.
Sign-offs
Partner-only sends wait until a partner releases them.
Ask
Ask what changed in a thesis or who owns an intro, and get the answer from your own records.
If you're an investment associate
You don't need another pipeline view. You need to know who owns the intro, what changed in the thesis, and which send still needs a partner.
Getting started
Two weeks from first call to running on it.
You keep working. We do the building.
- 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.