A scored, tiered lender list in one pass

3 candidate sources

screened

Deal records, an optional file, and web search combined.

Weekly

cadence

Built to run once a week per mandate.

8-slide report

automatically generated

Covers sourcing, tiers, and next steps for the deal team.

Sources your lenders. Screens for capacity. Tiers by priority.

Building a lender list for a debt advisory mandate by hand means combing through your own records, outside sources, and web searches, then manually checking each name against fund size and deal size limits before you can even start comparing candidates.

Celeste pulls candidate lenders from your firm’s records, an optional file, and web search, and screens each one for real capacity. It then scores and tiers each lender on sector fit, lender type, and relationship strength, writing the confirmed list back to your records.

You start outreach with a ranked, defensible list, not a spreadsheet you built from scratch.

Intapp Celeste

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