How do I invite someone to a deal?
Open the deal’s access controls and invite the person using their work email address. Give them only the workspace and folder access they need for their role.
Help center
Northstar Documentation
A concise guide to setting up a deal workspace, managing access, and getting support.
First steps
Getting started
- 01
Sign in
Go to the Northstar web application and sign in with your work account.
app.northstarapp.ai - 02
Create a deal
Start a deal workspace for the transaction and add the people working on it.
- 03
Bring in diligence materials
Upload documents, organize them into folders, or invite counterparties to contribute.
- 04
Track requests
Use the request list to assign owners, collect materials, and follow progress through the deal.
Common questions
Frequently asked questions
How does folder-level access work?
Access granted to a folder includes that folder and its full subtree. Use separate top-level folders when different groups of participants need different views of the dataroom.
How do I route deal email into Northstar?
Connect your Microsoft or Google mailbox from Settings. Northstar can then organize deal-related messages and attachments into the appropriate deal workspace. Mailbox connections are optional and can be disconnected from Settings.
How are documents secured?
Northstar encrypts data in transit using TLS and encrypts data at rest. Access to production systems is restricted and audited.
How do I request deletion of our data?
Email support@northstarapp.ai. We will work with your organization’s authorized contact to verify and complete the request, subject to any legal retention requirements.
Where do I report a problem?
Email support@northstarapp.ai with a description of the issue and the deal workspace affected.
Support
Need help?
Contact our team at support@northstarapp.ai.