Be prepared for every meeting, no matter how busy the week gets.
Preparing for meetings with portfolio companies and prospects can feel like a full-time job, and there’s rarely enough time to fully prepare.
With no prompts needed, Celeste pulls every meeting scheduled for the week from your CRM and retrieves the full interaction history, open tasks, and next steps for each one, then searches for the latest company news. Everything is compiled into a single briefing document, organized by meeting.
An open task from last month’s call that nobody had followed up on is now front and center before the meeting.