HOW IT WORKS

A first target.
A useful next step.
A search you can keep moving.

Start with what you know: where you want to operate, what you can invest, and the kind of business you want to run.

YOUR FIRST VISIT · DISCOVERY

Give the search
a starting point.

Guided onboarding helps turn buyer constraints and preferences into a concrete search. You can refine it as you learn.

  1. Describe your constraints.

    Consider your capital, operating role, geography, and experience. You do not need a perfect investment thesis to begin.

  2. Shape your criteria.

    Choose territory, industry, estimated earnings, and employee count to narrow the company universe.

  3. Save a first target.

    Review a company and record why it interests you. The next step is research, not an immediate offer.

FIRST-SESSION EXAMPLE FICTIONAL EXAMPLE
YOU START WITH

“Commercial services near Charlotte.”

You want to operate locally and explore businesses with recurring work.

YOU TURN IT INTO

Geography + industry filters.

Add size and estimated earnings criteria that reflect your constraints.

YOU LEAVE WITH

Northstar, saved with a reason.

Next: confirm current operations and research the owner.

YOUR NEXT VISIT · DISCOVERY

Pick up the thread.
Keep the context.

Your previous decisions should help the next visit. Begin with the saved companies and follow-ups already in your workspace.

YOUR SEARCH · ONE WORKSPACE FICTIONAL EXAMPLE
Pick up where you left off. Southeast · Business services
BROKER LISTING
Regional maintenance business Matches your geography and industry · To review
See the feed ↗
PROPRIETARY
Northstar Commercial Services Saved: recurring commercial work in my territory
See the search ↗
NEXT ACTION
Prepare Northstar’s first outreach Research the business, then review your draft
See the skill ↗

New matching listings arrive every day there are any. On a quiet day, continue work on your saved targets.

SEE HOW LISTINGS WORK →
WORKING AN OPPORTUNITY · ANALYSIS & CLOSE

From a conversation
to a considered decision.

One company record connects the material you receive to the questions and actions it creates.

  1. Add seller evidence.

    Keep the business overview, financials, and conversation notes with Northstar. Check permission before sharing confidential material with an AI provider.

  2. Review the economics.

    Use financial methods and models to explore assumptions. Record the unresolved customer-concentration question beside the analysis.

  3. Prepare the next conversation.

    Gather offer inputs or request missing information with your advisors. Passing on a deal is a valid outcome.

See the skills behind the work ↗
YOUR SEARCH · YOUR JUDGMENT

The path isn’t
always a straight line.

You may revisit criteria, pass on a company, or evaluate several opportunities at once. Keep the evidence and reasons so the work is useful when you return.

Starting alongside a day job?

Begin with one realistic search and a few companies worth investigating. Keep the next task specific enough to resume between other commitments.

Already managing opportunities?

Use the company record to organize the next deal you review. Check current workspace options before assuming import, email sync, or advisor collaboration is available.

Your goal is ownership.
Start your search for free.

Find opportunities. Keep the context. Know your next step.

START MY SEARCH — FREE → Free to use · No credit card required · AI provider charges are separate