Celeste use case library

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Build your LBO model

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.

  • Real assets management

Draft a sponsor outreach email

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.

  • Business development & marketing

Diagnose your metro investor pipeline

Pulls investor relationships, fundraising pipeline, and coverage data for any metro area you specify and compiles it into a structured investor relations report. Surfaces pipeline concentration risk, coverage gaps, and a ranked list of top investors, so IR teams know where to focus.

  • Fundraising & investor relations

Diagnose your metro deal pipeline

Deal activity in one metro area rarely gets pulled into a single view, so partners walk into local conversations relying on scattered memory instead of real data. Celeste compiles relationships, pipeline, and portfolio activity for any geography you choose into one clear report.

  • Deal & investment management

Score your LP re-up likelihood

Identifies limited partners from a prior fund who haven’t yet committed to the current one, scoring their likelihood to re-up using recent communication and investment history. Delivers a ranked priority outreach list so your team knows exactly who to call first.

  • Fundraising & investor relations

Build your roadshow itinerary

Planning a multi-city roadshow means juggling confirmed meetings against a list of targets still to be scheduled, then working out a route that doesn’t waste a day backtracking. Celeste builds the full itinerary around your confirmed meetings and hands back a day-by-day plan ready to share.

  • Fundraising & investor relations

Draft your loan credit memos

Payment adjustment memos for loans usually move through servicing, finance, and legal by email, with calculations and approvals tracked in a dozen places. Celeste drafts the memo, validates the calculations against the loan file, and routes it for approval, so nothing gets issued without a clean audit trail.

  • Document intelligence & content management

Score deal team performance

Deal team performance reviews usually rely on scattered notes and whoever’s memory is freshest that quarter. Celeste builds an evidence-based record straight from real deal activity, rating contributions across every stage of the deal so review conversations start from facts, not recall.

  • Experience & knowledge management

Screen private credit targets

Before a private credit deal moves to business selection, someone has to piece together reputational and ESG red flags on the target, its people, and its peers from scattered sources. Celeste runs that screen end to end and delivers a concise, decision-ready verdict your team can act on immediately.

  • New business acceptance & risk

Rank your peer lenders

Finding the right co-lenders for a syndication usually means digging through scattered relationship history and market chatter. Celeste surfaces a ranked shortlist of peer lenders fit to the deal, with the rationale and history behind each one, ready for the team to review.

  • Deal & investment management

Build your fund performance model

Upload a fund report and get a fully modeled Excel workbook back, with performance metrics computed and three scenarios built out automatically. Every number links back to its source, so your team spends time interpreting results instead of assembling them.

  • Real assets management

Match teasers and CIMs to deals

Classifies and extracts data from anonymized deal teasers, generating a semantic fingerprint and staging new deal records for review. Matches later-arriving detailed deal documents back to their original teaser, enriches the record with full financials, and generates an investment committee summary.

  • Document intelligence & content management