Confidential investor access only · Not for public distribution · Forward-looking information included
Founders Round · Confidential

Institutional-grade infrastructure for independent algo traders & communities.

NorthStar is commercializing algo trading infrastructure for independent traders, trading educators, prop operators, and community-led trading businesses. The infrastructure exists. The opportunity is global commercialization.

Investment thesis

Big firms have the operating layer. Independent traders do not.

NorthStar is positioned around a simple gap: every component exists somewhere, but no platform ties the components into one professional, always-on environment for independent trading operators.

1 · Problem

Fragmented retail infrastructure

Independent traders assemble brokers, data feeds, charting platforms, prop accounts, and copy tools themselves. The trader becomes the integrator and risk manager.

2 · Timing

Automation is mainstream

AI accelerates strategy creation, prop firms create a path to capital, and more traders want automation. The bottleneck has shifted from strategy creation to reliable operation.

3 · NorthStar

The hosted operating layer

NorthStar provides the professional environment: hosted infrastructure, broker connectivity, automation, execution, risk controls, education, and distribution through operators.

We are not asking investors to fund an idea. We are inviting them to commercialize a solution that already exists. NorthStar FinTech Systems · Confidential investor explainer
The problem

The trader ends up being an IT person instead of trading.

Independent traders spend too much time assembling and babysitting technology instead of improving strategies and managing risk.

1

Five vendors, no glue

Broker, data feed, charting and algo stack, prop firm, and trade copier rarely operate as one coherent environment.

2

Always babysitting

Strategies cannot be left alone. Every hour watching infrastructure is an hour not spent improving or adding strategies.

3

Slow, far, fragile

Home systems sit far from the market on consumer internet. Delayed data and orders can turn a good decision into a missed price.

4

A hard ceiling

Even skilled traders hit a scaling wall because their setup becomes harder to operate as the business grows.

The gap

This was never one missing product. It was a missing layer.

Big firms turned proprietary algo infrastructure into an advantage. Independent firms and operators were left to duct-tape separate tools together.

Independent firms and operators today

  • Separate tools that do not connect cleanly
  • Little protection when something fails
  • Build and maintain the setup yourself
  • Hard to grow past a certain point

What big firms have had for years

  • One connected operating environment
  • Built-in risk and operational protection
  • Engineers, support, and infrastructure behind the trading
  • Room to grow without rebuilding the stack
Why now

Three forces have recently lined up.

Automated trading went mainstream, AI made strategies faster to build, and prop firms opened a new path to capital at the same time.

1

Algos went mainstream

What used to be a big-firm discipline has become a global retail behavior, often running on tools that were never designed for it.

2

AI speeds up building

Going from idea to working strategy is faster. The hard part is no longer only building the strategy; it is running it professionally.

3

Prop trading exploded

Funded-account and challenge programs created a new way for independent traders to pursue real capital, but the operating complexity remains.

Phase 1 platform

LaunchPad is the doorway. The ecosystem is inside.

Once inside NorthStar, strategies, broker connections, data, trading tools, education, communities, and future applications operate from one hosted environment. Nothing to install. Nothing to integrate. Everything stays running even when the trader logs off.

One door in

Gateway to the ecosystem

LaunchPad becomes the entry point to broker connectivity, simulation, funded trading, communities, education, and AI-assisted tools.

Always on

More than order routing

The full trading operation stays live. Strategies keep running and positions remain managed from NorthStar's protected infrastructure.

Increasing value

Each service is easier to adopt

Once the customer is inside, each new algo, challenge, room, or application is one click away with minimal setup friction.

Data is delayed
Decision is delayed
Execution is delayed
Price is missed
Professional infrastructure does not guarantee profits. It helps ensure a strategy is not limited by home technology, distance from the market, or fragile integrations.
Commercial products

Three Phase 1 products turn the same infrastructure into multiple routes to revenue.

Month 3 · LaunchPad

Hosted trading environment

Traders access a secure professional workspace from any device. Data, broker connections, automation, and execution operate from institutional-grade infrastructure close to the markets.

  • Closer to the market
  • Secure browser-based access
  • Keep the trader's existing broker
Month 4 · Funded Algo Prop

Path to funded trading

LaunchPad gives traders a proving ground and permanent home where strategies can mature, pursue funded opportunities, and continue operating as they grow.

  • Challenge hosting
  • Strategy-to-challenge connection
  • Success-aligned revenue
Month 4 · White-label

Turnkey operator business

Trading educators, influencers, prop operators, and communities can launch a branded trading business without building technology. NorthStar provides the infrastructure; they bring the audience.

  • Operator branded platform
  • Copy trading, funded trading, alerts, automation
  • Recurring revenue for both parties
Market size

A large, underserved, and rapidly growing market.

NorthStar sits where automated trading, retail prop trading, and trader education overlap. All three point to the same firms and operators that are not being served by a unified infrastructure layer.

$7T+US daily volume

US stocks and futures trade trillions per day.

$25B+Automated trading market

Global software and services market growing double digits.

$8B+Retail prop market

Challenge-program and prop industry expanding worldwide.

5M+Active automated traders

Across futures, stocks, options, crypto, and related markets.

100K+Firms and operators

Small firms, educators, and family offices needing a real setup.

24/7Always-on demand

Crypto and global futures run beyond the normal trading day.

Figures reflect NorthStar management estimates using published market reports and broker-level data. Investor-facing deployment should connect each market statistic to source backup in the data room.
Platform partner strategy

NorthStar complements the platforms traders already use.

The goal is not to replace brokers, charting platforms, or exchanges. The goal is to make them more valuable by adding institutional-grade infrastructure and new recurring revenue opportunities.

CategoryExample platformsReachable audience
BrokersInteractive Brokers, Alpaca, Public, Tradovate, AMP, Lightspeed, DAS6M+
Charting and no-codeTradingView, MetaTrader, cTrader, NinjaTrader, TradeStation110M+
Crypto exchangesCoinbase, Kraken, Binance.US115M+
Total reachable audience230M+
Counts are partner-reported or management estimates and overlap across platforms. They show reachable scale, not unique or acquired users. Integration is staged; not all partners are live at launch.
Commercial rollout

A phased path to revenue.

NorthStar introduces complementary services that build on the same infrastructure, creating recurring revenue streams while minimizing development risk.

M3

Algo LaunchPad

First commercial platform available. Initial onboarding. Marketing campaign begins.

M4

Funded Algo Prop

First funded trading customers and second recurring revenue stream.

M4

Trading Rooms

First operator community launches. White-label business model begins.

M5+

Creator Lab & Academy

Education platform launches and operator ecosystem expands.

Build once, use twice. The Phase 1 attraction that draws traders in becomes the Phase 2 technology that builds the ladder.
Business model

Three revenue engines. Multiple recurring streams.

NorthStar's revenue is grouped into categories that do not all rise and fall together: subscriptions, trading services, and trading communities.

Steady base

Software & subscriptions

  • LaunchPad platform subscription
  • Algo Creator Lab subscription
  • Data and execution access subscription
  • Professional and onboarding services

Recurring revenue that does not depend on trading outcomes.

Scales with success

Trading services

  • Brokerage and execution revenue
  • Funded Algo Prop challenge fees
  • Algo revenue share
  • Capital-allocation revenue

Revenue grows as traders and operators grow.

Reach multiplied

Trading communities

  • Trading Room operator subscription
  • Trading Room member subscriptions
  • Wholesale challenge packs to operators
  • Migration of existing setups to LaunchPad

Each operator brings a ready-made audience onto the platform.

350Active traders to projected cash-flow breakeven
Unit economics

A conservative path to cash-flow breakeven.

Revenue per active trader is expected to range from $250 to $850 per month. Projections assume a conservative blended average of $495 per active trader, resulting in projected breakeven at approximately 350 active traders and roughly $2M annual revenue at breakeven.

Managed infrastructure

Secure, professionally managed strategy hosting close to the exchange.

Strategy development

Professional tools for designing, testing, and refining strategies.

Trading workspace

A live operating environment accessible from any device.

Marketplace & automation

Ready-to-deploy algorithms, automation tools, and premium add-ons.

Projected breakeven and revenue assumptions are management estimates, not guarantees. Investor review should include model sensitivity, churn assumptions, CAC, gross margin, hosting cost per active trader, and regulatory dependencies.
Why this team

Two generations of trading technologists.

The founding team has spent decades building live-money trading systems, broker-dealer infrastructure, cloud trading environments, market data systems, and algo platforms. The next generation adds high-performance computing, advanced mathematics, and modern platform engineering.

Then · The 1990s

Rob, Mike, and JT broke into Wall Street as self-taught technologists and rebuilt trading systems from the inside, supporting brokerages, institutional traders, and professional trading operations.

Now · One generation later

Lejla, Haris, and Mirsad bring the same technical drive through high-performance computing, advanced mathematics, market-data systems, order routing, and algo-platform execution.

Robert Provenzano

Founder

Nearly 30 years building automated trading operations across strategy, execution, risk, and infrastructure in live production environments.

JT D'Alessandro

V.P. Trading Software

25+ years engineering trading software at scale, including institutional copy-trading systems and Bloomberg Terminal applications.

Mike Uszynski

V.P. Trading Infrastructure

25+ years building low-latency trading infrastructure, remote trading platforms, early algo cloud migrations, and high-performance replay systems.

Lejla Omerovic

Backend Systems Chief

Market-data and order infrastructure, pub/sub backbone, tick capture, time-series analytics, and OMS order routing engine.

Haris Omerovic

Algo Systems Chief

Built Algo Creator Lab, NorthStar's algo platform, and Market-Streamer for clustered low-latency market-data endpoints.

Mirsad Buljubasic, PhD

Algo Academy Professor

PhD in Operations Research. Two-time ROADEF/EURO Challenge winner. Leads the Academy.

Isaac Reissman

Co-Founder | CEO

40+ years across investment banking, wealth management, proprietary trading, private equity, and capital formation.

Jane Ang

Commercial Growth

Decades building sales and marketing organizations, leadership teams, and customer acquisition across international markets.

Augustine Ang

Business Development

25-year career as systems analyst and technology manager, leading complex technology initiatives across the USA and Asia.

Build-out strategy

This founders round transforms proven technology into a recurring-revenue business.

The technology is built. The round funds commercialization. Future growth is designed to be funded by recurring revenue rather than continual equity raises.

Phase 1 · Launch

Commercialize

  • Launch Algo LaunchPad
  • International expansion
  • Onboard operators and communities
  • Launch funded Algo Prop Challenges
  • Launch Evening Edge trading room
  • Begin recurring subscription revenue
Phase 2 · Expand

Increase adoption

  • Launch Creator Lab & Academy
  • Expand into retail trader education
  • Grow operator partnerships
  • Increase recurring subscriptions
Phase 3+ · Scale

Broaden platform

  • AI-assisted coaching and support
  • USA expansion Introducing Broker path
  • Enterprise partnerships
  • New platform services
  • Revenue-funded growth
Appendix · Case study

First commercial deployment: Evening Edge.

NorthStar's commercialization plan begins with a real trading community already identified and engaged. The first deployment is intended to validate the business model and establish a repeatable blueprint for future operators.

Commercial pilot

Month 4 deployment

Initial workflows, operator tools, and customer experience are being prepared as the first commercial deployment.

Initial community

Established educator audience

An established trading educator with an existing audience provides the first commercial use case for the platform.

Reference customer

Repeatable onboarding model

The first operator becomes a reference customer and demonstrates the platform in a live commercial environment.

The goal is not one operator. The goal is a repeatable onboarding process that can be replicated across hundreds of trading communities worldwide.
Founders round

The $650,000 Founders Round funds commercial launch, customer acquisition, and recurring revenue beginning in Month 3.

NorthStar's opportunity is to turn production-tested trading technology into a scalable business serving independent traders, operators, and trading communities worldwide. The infrastructure exists. The opportunity is commercialization.

Access control note: this static HTML is designed to be placed behind real server-side authentication or a private data-room link. Do not rely on client-side password gates for investor confidentiality.
Investor FAQ

Questions the closer site should answer before the next call.

Is NorthStar competing with brokers and charting platforms?

No. The platform strategy is complementary. NorthStar integrates with the platforms traders already use and adds the professional operating environment around them.

What makes this different from trader education?

Education alone does not provide the institutional-grade system to operate on. NorthStar is the campus where the learning, testing, execution, risk controls, and operator business happen.

Why does the model use operators and trading communities?

Operators already have audiences. NorthStar provides the infrastructure that lets those operators add subscriptions, funded trading, automation, alerts, custom tools, and white-label services without building the technology themselves.

What is the breakeven assumption?

The deck assumes a blended average of $495 monthly revenue per active trader, with projected cash-flow breakeven at approximately 350 active traders and about $2M annual revenue at breakeven.

What should be added before investor distribution?

Recommended additions: audited or accountant-reviewed financial model, use-of-proceeds table, capitalization table, legal offering language, regulatory roadmap, source backup for market-size claims, and signed customer/operator pipeline evidence where available.

Disclosures

Confidentiality, forward-looking statements, and investment risk.

Confidential investor material

This page is intended for authorized investor review only. It should not be copied, forwarded, published, or distributed without written permission from NorthStar FinTech Systems.

Forward-looking statements

This material includes forward-looking statements, projections, launch timing, revenue expectations, and market estimates. Actual outcomes may differ materially.

Investment and trading risk

Trading involves substantial risk. Technology and infrastructure do not guarantee profits. Any investment in an early-stage company involves risk, including possible loss of capital.

Regulatory and commercial dependencies

Brokerage, introducing broker, prop trading, copy trading, capital allocation, and related services may require licenses, agreements, compliance controls, or regulatory review depending on jurisdiction and implementation.

This site draft is not legal, tax, accounting, or investment advice and is not an offer to sell securities. All investor-facing materials should be reviewed by counsel before distribution.