Upload your files and get a complete origination list

Minutes

to build an origination list

Data pulled from file uploads, CRMs, and public sources.

Automatic

CRM matching

Existing records identified and matched.

Zero

manual entry

New company profiles automatically created and enriched.

Reads your files. Searches your CRM. Builds the list.

Building an origination list by hand means cross-referencing documents against your CRM, tracking down companies you don’t recognize, and manually creating records for everything that isn’t already there.

Celeste reads your uploaded files, matches every company against your CRM, and identifies what’s new. For companies that don’t yet exist in your system, Celeste pulls in public data and creates the records automatically.

The result is a complete, linked origination list ready to work from.

Intapp Celeste

Schedule a demo

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