Everything on an LP, in one profile

1 profile

replaces five open tabs

CRM, email, and documents in one place.

18 months

of correspondence reviewed

Email and meeting notes, surfaced automatically.

Re-up windows

flagged automatically

Know who's due for a conversation.

Pulls the history. Flags the gaps. Builds the profile.

Building a full picture of an LP relationship usually means searching CRM, email, and shared drives separately, then piecing together commitment history and contacts by hand.

Celeste pulls commitment history, key contacts, correspondence, and on-file documents for a named LP into one structured profile, and flags re-up timing based on fund vintage. Anywhere the data is missing, it tells you instead of just leaving a gap.

You get one profile to walk into the meeting with, not five open tabs.

Intapp Celeste

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