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.

• Deal & investment management

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

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.

• Deal & investment 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

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

Scans recent email and meeting activity for early sell-side deal signals most teams miss until it’s too late. Creates the record and tells you what to do next.

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Chasing lender status across email threads and spreadsheets means someone’s information is always out of date.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

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.

• Deal & investment management

Surfaces the most comparable M&A transactions from your own deal history and the broader market, scoring each on fit. Writes the comps you choose straight into your deal record.

• Deal & investment management

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

A full health check on your active deal pipeline, flagging bottlenecks and at-risk transactions before they stall. Delivered as a prioritized action report, not a status spreadsheet.

• Deal & investment management

A ranked list of advisory firm acquisition candidates, built from your footprint gaps and screened for independence conflicts. No manual long-listing required.

• Deal & investment management