Northstar
Finance operations · Alder portfolioStageIn the mix
Our leadAC Alex Chen
Connected context
Pilot scope is the next step.
- Owner
- Alex Chen
Slack evidenceOct 14A brain for the
business we’re
building.
Research agents connect ProSights’ relationships, portfolio companies, and delivery. So the next conversation starts with the whole story.
Built for the ProSights team. Sign in with your work account.
The introductionAlder Capital
A relationship becomesan opportunity.
Slack evidenceOct 14# northstar-pilot9:30 AMAC
Alex Chen
Let’s start with reconciliation. I’ll send the pilot scope and acceptance criteria before Thursday’s review.
Pilot scope.pdf
One connected account.People, evidence & the next move.
Illustrative account · select a source to explore
Your company context, connected.Slack
Attio
Google Drive
Gmail
SlackAttioGoogle DriveGmailFrom a warm introduction
to the work that follows.
PE relationshipIntroductionPortfolio accountService engagement
A team of agents.
One shared memory.
Research keeps moving between conversations. Discovery finds the accounts. Company agents go deeper. Your team gets the context.
Every 6 hours by default, while the research service is online.
Research cycleInteractive example
Discovery agentReading selected sources
NorthstarReady to research
MeridianReady to research
FormaReady to researchBuilding the account pictureExisting records stay intact while agents research.
The detail is
the difference.
A name becomes a relationship. A message becomes a commitment. An attachment becomes the context behind the decision.
# northstar-pilotSampleAC
Alex Chen
Let’s start with reconciliation. I’ll send the pilot scope and acceptance criteria before Thursday’s review.
Messages, documents, and readable attachments.
NorthstarAccount contextPilot scope is the next step.
- Owner
- Alex Chen
- Next move
- Send scope & acceptance criteria
- Evidence
- SlackAttached
Fictional examples. In your workspace, source previews link to the original when its URL is captured.
One account.
Every perspective.
Sales, delivery and the next conversation share the same context. Pick a view to look around.
Scroll to see all five views
The relationship, with the context attached.
Follow the PE sponsor, the introduction and the people who matter. Open an account for its business context, commitments, work and dated history.
Ask a better question.
Start with the whole story.
Talk to the account context. Follow up in the same thread, read sources, and see the activity behind the answer.
Northstar / AssistantSample answer
What should I know before the Northstar call?
Start with the reconciliation pilot. Alex owes the scope and acceptance criteria; Morgan’s team owes the bank and ledger samples. Agree those before expanding the work.
Pilot conversationA little more context.
The practical details before you step inside.
Who is this for?
This is the internal ProSights workspace for founders and GTM teammates. It follows PE relationships, portfolio-company opportunities, meetings, and service delivery.
How do sources connect?
Sign in to the workspace, then link ChatGPT in Connections. Choose available supported sources and opt into sharing them with the team. Availability depends on what that ChatGPT account can access.
What do the research agents do?
Discovery finds and reconciles companies. Separate company agents read relevant messages, documents, and readable attachments, then update structured records with their evidence. You can inspect, stop, or retry work in Research.
How current is the information?
The default schedule refreshes every 6 hours while the research service is online. Each source and run retains its timestamps. Missing access, unreadable files, or incomplete research remain visible; a refresh does not guarantee complete coverage.
Can I explore before connecting anything?
Yes. The sample workspace uses fictional accounts and never writes sample records to your live workspace.
Less catching up.
More moving forward.
Your relationships. Your evidence. Your team’s next move.
For the ProSights team