Finds the company. Pulls every deal. Shows the exposure.
Before a deal moves, teams often manually search across private equity, credit, real estate, and fund investing deals to see where the firm is exposed to a company.
Celeste finds the company in your CRM, pulls every deal that touches it across your strategies, and sorts them by strategy and stage. For deals far enough along, it adds the conflicts status and any information barriers (ethical walls) in place, so you can see where you are most exposed and where walls may be needed. It tells you if the firm has no deals with that company, produces executive-ready exports in the format you choose, and only reads your data, never writes to it.