DealCloud and Celeste: From Coverage to Close

Watch to see how DealCloud with Celeste delivers integrated AI for investment banking that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day.

Time-consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process — enabling your team to move faster and focus on the client relationships and mandates that matter most.

This session includes dedicated use cases for:

M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platform
Sector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm’s full history with that account
Capital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversation

Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works