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
See exactly where and why deals are falling out of your pipeline, in a single chart built from your firm’s own deal records. Know your leading cause of pipeline loss before your next review.
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Experience & knowledge management
Name a portfolio company and get a ranked list of the strategic and financial buyers most likely to want it, built from your own relationship history and outside market intelligence. A shortlist to start exit conversations from, not a blank page.
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Deal & investment management
Score every open add-on deal against your platform on the same five criteria, every time, and get a ranked report of where to focus first. Consistent evaluation, without the manual spreadsheet work.
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Deal & investment management
Upload a resume and get a matched or newly created contact record, linked to a candidate profile and the role you’re considering them for. No manual re-typing, and no duplicate records.
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Relationship & network intelligence
Check for an existing deal before a new one gets created, then classify, enrich, and structure the record properly from day one. Clean data at the moment a deal is originated, not after the fact.
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Business development & marketing
Rank the 10 to 15 people most worth meeting with this week, based on deal urgency, relationship health, and where you’re falling behind. Walk into your week with a plan instead of a guess.
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Business development & marketing
Extracts every disclosed financial input from a CIM and builds a fully populated LBO model, leaving only what the CIM doesn’t cover for the deal team to complete. Every formula, tab, and named range in your template stays exactly as built.
Personalizing sponsor outreach means digging back through deal history and old conversations before writing a single line, and most teams don’t have time to do it well every time. Celeste pulls relevant history and drafts a grounded, ready-to-send email in minutes.
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Business development & marketing