Getting started
From sign-up to your first saved opportunity.
Set the buyer context, inspect a real source, and save a private record before asking an agent to do deeper work.
Start your searchOn this page
1. Record the search you can pursue
Create an account, then save the geography, industries, economics, experience, operating role, capital, and exclusions that should guide your search. These answers provide context; they do not silently reject a business you choose to inspect.
2. Inspect a source result
Open Companies or Listings and apply narrow filters. Company records come from maintained public sources. Listings retain the brokerage source and last-checked time. Read the source and confidence labels before saving.
3. Save or bring a business
Save a source result to create a private snapshot, or create an Opportunity manually from a broker email, owner introduction, or another source. Add the context that will matter when you return.
4. Connect your agent
Open Agent settings, choose ChatGPT or Claude, complete browser authorization, and grant only the scopes you need. Ask the agent to list the saved Opportunity first so you can confirm the account and context.
5. Save the first research decision
Use a research skill to separate evidence, assumptions, and open questions. Review the result in the workspace, then decide whether the business deserves outreach or more evidence.