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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.
Getting a conflicts search ready to run means validating every party, checking corporate trees, and manually adding alternate search terms before anything can execute. Celeste prepares an existing search end to end and runs it, with every decision logged for review.
Building a conflicts search from nothing means clicking through the standard UI screen by screen or wrestling with a rigid upload template just to get started. Celeste builds the search with you conversationally or from a bulk list, validating and enriching every party along the way.
Screening a new entity and everyone connected to it for adverse media usually means checking watchlists, regulators, court records, and news coverage one source at a time. Celeste pulls the parties straight from an existing conflicts search and runs the full screen in one pass.
Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.
Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.
Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.
Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.
Ranks the investor firms most worth approaching for a fund event, blending your existing relationships with promising new firms from the web. You review and approve the list before anything is saved.
Scans recent email and meeting activity for early sell-side deal signals most teams miss until it’s too late. Creates the record and tells you what to do next.
Maps every professional at a target firm against your own expertise and client base, surfacing connection opportunities and conflict flags in one pass. No manual cross-referencing, no missed conflicts.
Assembles a client-ready proposal for any opportunity, shortlisting the right experience, team, and client stories automatically. Delivered in your format of choice, ready to send.
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