Rank your intermediary coverage

10-15

intermediaries

ranked with fit rationale and suggested next steps

5

scoring factors

deal history, outcomes, recency, sector fit, geography

1

shareable report

ready to hand off to your team

Set your sourcing criteria. Scores every intermediary. Ranks who to call first.

Building an intermediary coverage list usually means pulling data from a handful of disconnected sources and hoping you didn’t miss anyone.

Celeste scores intermediaries in your CRM across deal history, win/loss outcomes, interaction recency, sector fit, and geographic coverage, then ranks the strongest 10 to 15 as a shareable report with fit rationale and suggested next steps.

Less time compiling lists, more time on outreach that matters.

Intapp Celeste

Schedule a demo

Complete the form to have an Intapp expert show you how Celeste can help your firm move faster and win more business.