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

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

Chasing lender status across email threads and spreadsheets means someone’s information is always out of date.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

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

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

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

Scans every LP on a fund for stale activity or thin colleague coverage, then recommends the right internal introductions. Each flagged relationship comes with talking points and a concrete next step.

• Fundraising & investor relations

Builds a sector knowledge brief by researching market trends, key players, and deal activity, then structuring it around your firm’s specific practice areas. Delivered as a formatted PDF ready to share.

• Experience & knowledge management

Breaks down your active LP pipeline by stage and outreach velocity, flagging the relationships most at risk of stalling. Delivered as a structured report with a 30/60/90-day outlook and recommended next actions.

• Fundraising & investor relations

Drafts your fund’s complete LP narrative in one pass, grounded in real deal history pulled straight from your CRM. Ready for the next fundraising cycle.

• Fundraising & investor relations