Checks for duplicates first. Classifies the companies. Builds the record.
When a new deal comes in, it’s easy to accidentally end up with two records for the same opportunity, a misclassified company, or a deal record missing half the structure it needs.
Celeste checks your firm’s own records for an existing match before anything gets created, classifies the issuer and sponsor company records correctly, and enriches them with outside data where your own records fall short. It then builds out the deal structure at the right stage and prompts you for any details still missing, so nothing gets left half-built.
You get one clean record per deal, built right the first time.