Assembles a buyer-ready CIM from existing deal materials, filling gaps from firm records, the web, and outside data providers, then cross-checks every figure across sources.

• Deal & investment management

Scores intermediaries across deal history, win/loss outcomes, interaction recency, sector fit, and geographic coverage, then ranks the strongest candidates into a shareable report.

• Deal & investment management

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.

• Document intelligence & content management

Sources the right contacts at every buyer on a sell-side engagement, calibrating depth by buyer type and pulling only confirmed contact details. Every contact runs through deduplication and waits for your approval.

• Deal & investment management

Matches lenders to a deal’s financing parameters and weighs each one against your firm’s relationship history and coverage. Every candidate arrives with a rationale, confidence level, and risk flags for your review.

• Deal & investment management

Analyzes your active portfolio across sector, geography, customer, and supplier concentration, flagging anything crossing risk thresholds. High-risk findings come with a draft escalation email ready for review.

• Deal & investment management

Chasing lender status across email threads and spreadsheets means someone’s information is always out of date. Celeste checks in on every active lender for a deal and flags the ones going quiet before financing stalls.

• Deal & investment management

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.

• Business development & marketing

Pulls commitment history, key contacts, correspondence, and on-file documents for a named LP into one structured profile. Flags re-up timing and any data gaps instead of leaving them silent.

• Fundraising & investor relations

Surfaces the most comparable M&A transactions from your own deal history and the broader market, scoring each on fit. Writes the comps you choose straight into your deal record.

• Deal & investment management

Turns any source file, from a conference attendee list to a spreadsheet, into a matched origination list. No manual re-typing, no re-keying names.

• Deal & investment management

Reviews every company record against your firm’s categorization schema and suggests corrected values. Nothing updates until you approve it.

• Data enrichment