OpenStars Documentation

Welcome to the OpenStars documentation. Here you'll find comprehensive guides and documentation to help you start working with OpenStars as quickly as possible.

Quick Start Guide

Get started with OpenStars in just a few minutes.

Step 1: Create Your Account

Sign up for free at openstars.ai. You'll need:

• Your email address
• Your company name
• A password

Step 2: Complete Your Profile

A complete profile dramatically improves your investor matches. Add:

• Industry: What sector are you in?
• Stage: Pre-seed, Seed, Series A, etc.
• Traction: Revenue, users, or other key metrics
• Fundraising goal: How much are you raising?

Step 3: Get Your First Matches

Once your profile is complete, head to the Dashboard and click "Find Investors." Our AI will analyze your profile and return personalized investor matches.

Account Setup

Configure your account for the best experience.

Profile Settings

Navigate to Settings → Account to manage:

• Personal information (name, email)
• Company details
• Industry and stage
• Password and security

Notification Preferences

Control how you receive updates:

• Email: Daily digest or real-time alerts
• Push: Browser notifications for new matches
• Integrations: Slack, Discord, or WhatsApp

How Matching Works

Our AI-powered matching engine connects you with investors who are actively looking for startups like yours.

The Matching Algorithm

We analyze multiple factors to find your best matches:

1. Investment Thesis: Does the investor focus on your industry?
2. Stage Fit: Do they invest at your current stage?
3. Check Size: Does your raise align with their typical investment?
4. Portfolio Synergy: Could you benefit from their other companies?
5. Activity: How actively are they investing right now?

Match Scores

Each investor match includes a compatibility score from 0-100:

• 90-100: Excellent match - highly aligned with your profile
• 70-89: Good match - strong alignment on key factors
• 50-69: Potential match - some alignment, worth exploring

Improving Your Matches

Get better investor matches with these tips:

Complete Your Profile

Profiles with all fields completed get 3x better matches. Don't skip optional fields.

Add Your Website

Our AI analyzes your website to understand your product, market, and positioning.

Update Regularly

As your startup grows, update your traction metrics. Investors want to see momentum.

Provide Feedback

Rate your matches to help our AI learn your preferences. The more feedback, the better matches.

Browse Investors

Explore our database of 15,000+ verified investors.

Search and Filter

Use the search bar and filters to find specific investors:

• Search by name, fund, or keyword
• Filter by stage, industry, location
• Sort by match score, activity, or check size

Investor Profiles

Each investor profile includes:

• Investment thesis and focus areas
• Typical check size range
• Notable portfolio companies
• Recent activity and deals
• Contact information (paid plans)

Pipeline CRM

Track your investor relationships from first contact to close.

Pipeline Stages

Move investors through your fundraising pipeline:

1. Discovered: New investors you've identified
2. Contacted: Initial outreach sent
3. Meeting: Scheduled or completed meetings
4. Negotiating: Term sheet discussions
5. Closed: Investment committed

Adding Notes

Keep track of your conversations by adding notes to each investor card. Notes are searchable and exportable.

Slack Integration

Get OpenStars notifications directly in Slack.

Setup

1. Go to Dashboard → Integrations → Slack
2. Click "Add to Slack"
3. Choose your workspace and channel
4. Authorize the connection

Available Notifications

• New investor matches
• Pipeline updates
• Weekly summaries
• Team activity (Enterprise)

Webhooks

Receive real-time events from OpenStars to your server.

Available Events

investor.matched    - New investor match
investor.saved      - Investor bookmarked
pipeline.updated    - Pipeline stage changed
intro.sent          - Introduction email sent

Webhook Payload

{
  "event": "investor.matched",
  "timestamp": "2026-01-01T12:00:00Z",
  "data": {
    "investor_id": "inv_123",
    "match_score": 94,
    "investor_name": "Sequoia Capital"
  }
}