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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.
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.
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.
Classifies an uploaded CIM, extracts the key deal terms, and processes them straight into your CRM. Delivered as a structured summary, not a stack of PDF pages.
Reads a bid PDF and stages it as a draft record, extracting economics, structure, and counterparty details automatically. Nothing commits until you approve it.
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