Know the risk and be ready before the matter.

6

risk dimensions

Assessed and rated by risk level.

One ask

for a full report

No manual pulling from multiple sources.

Zero

manual uploads

Reports are auto-saved to DealCloud.

From company name to risk report. Before you pick up the phone.

A client just dropped their earnings report, and your call with them is tomorrow morning. Pulling together regulatory exposure, financial trends, activist activity, and board history from scratch would take an analyst a full day.

Celeste assesses the company across six risk dimensions, tracking signals like board moves and activist filings such as a Schedule 13D stake, then produces a structured report with ratings and source citations before saving it directly to the company record.

Be ready before you engage.

Intapp Celeste

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