A ranked investor list for every placement

3

candidate sources

Your investor records, an optional file, and optional web research.

3

priority tiers

Ranked and tiered, so you know who to call first.

5

report formats

Excel, HTML, PowerPoint, PDF, or Word.

Sources your investors. Scores the fit. Ranks every prospect.

When your team is raising capital for a fund, shortlisting prospective investors (LPs) usually means piecing a list together from relationship notes, last year’s commitments, an uploaded file, and whatever turned up in a web search, then guessing who has room to commit and who’s worth a call first.

Celeste starts from the placement and the fund’s investment mandate (its target strategy, sectors, and regions), then draws prospects from your firm’s investor relationships, an optional file, and optional web research. It scores each one on strategy and geography fit, typical commitment size, and relationship strength, and flags investors who may not have room to commit without dropping them from the list. Candidates are ranked into priority tiers, and the ones you approve are added to the placement as investor records, ready for outreach.