Celeste use case library

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Build your LBO model

Extracts every disclosed financial input from a CIM and builds a fully populated LBO model, leaving only what the CIM doesn’t cover for the deal team to complete. Every formula, tab, and named range in your template stays exactly as built.

  • Real assets management

Upload and tag terms documents

Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.

  • New business acceptance & risk

Route a client email to intake

Reads an incoming client email, checks whether the client already exists in your firm’s records, and creates a properly routed intake request. Shares the finished request with the right assistants automatically.

  • New business acceptance & risk

Benchmark a real estate deal

Pulls every linked sale, lease, and rent comparable for a deal and builds a positioning analysis against that comp set. Only includes the comp types that actually exist for the deal, so the report never has empty sections.

  • Deal & investment management

Screen your real estate deal

Pulls a deal’s asset, financial, funding, and comparables data into a single screening summary, flagging return metrics and underwriting shifts along the way. Gives deal teams one consistent view instead of six separate lookups.

  • Deal & investment management

Diagnose your metro real estate pipeline

Builds a complete pipeline view for any metro area you cover, spanning acquisition, development, and disposition deals alongside current market context. Brings in assets, brokers, and key contacts, so nothing about that market is missing from the picture.

  • Deal & investment management

Diagnose your deal sourcing channels

Analyzes deal and broker fee data for a chosen deal type and time frame to show which sourcing channels are actually working. Breaks results down by fund strategy, so patterns don’t get lost in an aggregate view.

  • Deal & investment management

Build an asset performance summary

Pulls together an asset’s deal history, financial performance, and occupancy trends into one report. Built for real estate teams preparing for investment committee or portfolio reviews.

  • Deal & investment management

Draft your capital stack

Structuring and pricing a capital stack by hand means assembling comparables and pricing rationale from scratch for every mandate. Celeste validates or drafts a structure using your own deal records and comparable transactions, so every proposal arrives with a clear pricing basis.

  • Deal & investment management

Score your BD target list

Building a business development target list usually means manually combining market signals, relationship history, and company financials before anyone can decide where to focus outreach. Celeste sources, deep-dives, and ranks target companies in one pass, so your team pursues the mandates it’s most likely to win.

  • Business development & marketing

Profile your broker relationships

Builds a complete profile of any broker relationship, combining firm and contact details with full deal history and engagement activity. Helps deal teams gauge broker strength before a sourcing conversation or pipeline review.

  • Deal & investment management

Score your lender counterparties

Manually assembling a lender list for a debt advisory mandate is slow, and a weak list puts the mandate at risk. Celeste sources, screens, and scores lender counterparties in one pass, so you can start outreach with a defensible, tiered shortlist.

  • Deal & investment management