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Sending a deal to conflicts means updating the record, chasing down every related party, and keeping tabs on the conflicts request that follows. Celeste guides you from the deal record to a live conflicts search in one flow, and asks for your approval before it makes any changes.
Finding the right private credit borrowers means combing through past deals and outside data, then comparing targets by hand. Celeste scores and ranks candidates against your lending focus and delivers a “Top 10” report with recommended next steps.
Finding fund managers worth backing means pulling performance data and relationship history from several places and comparing them by hand. Celeste scores and ranks fund targets against fixed criteria and delivers a “Top 10” report ready for outreach.
Building the investor list for a fund placement means piecing together relationship notes, past commitments, and outside leads. Celeste sources, scores, and ranks prospective investors in one pass, and adds the ones you approve to the placement.
Working out which funds can invest in a deal usually means checking each fund’s mandate by hand. Celeste checks every fund that is still investing against the same criteria and shows why each one passed or failed.
Finding out where a deal stands in conflicts clearance means checking your deal records and the compliance system separately, then hoping they align. Celeste checks both and reports the status, the clearance summary, and any open items in one view.
Seeing your firm’s full exposure to one company means checking each deal strategy separately and cross-referencing conflicts by hand. Celeste finds the company and shows every deal touching it, with stage, conflicts status, and any information barriers (ethical walls) in one view.
Validates new intake and conflicts submissions for completeness and legal name quality before an analyst opens them. Returns a clear verdict and a draft outreach email for anything that needs fixing.
Pulls every company and contact linked to a deal record and builds a fully populated conflicts search around them. Each party arrives pre-scored for risk, so reviewers start with a shortlist already sorted by what needs attention.
When a decision on a risk or client matter isn’t yours to make, get a ready-to-send escalation email built from the record and evidence, addressed to the person who should decide. You review a complete draft in minutes, not a blank page.
Generates a status brief for your intake requests, or anyone else’s, grouped by requestor with each item’s current state. Flags anything that’s been sitting untouched past your threshold, so nothing slips through unnoticed.
Builds a workload and coverage brief across your intake team, showing active load, stale requests, and unassigned work by assignee. Flags where the balance is off so a lead can rebalance before it becomes a backlog.
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