Your investor pipeline, mapped by metro area

3

pipeline views

Status, sector, and coverage assignment.

Monthly

report cadence

Generated for any metro area on demand.

Top 10

investors ranked

By committed amount, with coverage and next steps.

Reads your CRM by geography. Builds the investor picture. Delivers the report.

IR teams covering a specific city or region often have to run several separate CRM searches to see relationship depth, pipeline concentration, and coverage gaps for that geography, then stitch it together into something shareable.

Celeste queries your firm’s own contact, company, and fundraising pipeline records scoped to any metro area you name, and produces three pipeline views by status, sector, and coverage assignment. It also creates a ranked investor list and a health narrative with prioritized next steps.

You get one report, not a string of separate lookups.

Intapp Celeste

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