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.
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New business intake & risk
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.
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New business intake & risk
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.
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New business intake & risk
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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New business intake & risk
Generate a ready-to-send outreach email for every active buyer on a live sell-side process, tuned to where each relationship actually stands. Move a full buyer list from “needs outreach” to “sent” in one pass.
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Deal & investment management
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.
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New business intake & risk
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.
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Deal & investment management
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.
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Business development & marketing
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.
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Deal & investment management
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.
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New business intake & risk
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.
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New business intake & risk
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.
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New business intake & risk