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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.
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.
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.
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.
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.
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.
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.
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.
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.
Builds a prioritized, pre-screened buyer list for any sell-side mandate, combining internal relationships with external market data. Ready for banker review, not a long list.
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