Matches your trip to the right companies. Stages them for review. Creates the records.
Every roadshow trip starts the same way, someone has to comb through your CRM for the limited partners who fit the trip’s sector and city, then manually create a target record for each one before outreach can begin.
Celeste matches your firm’s own limited partner records against the trip’s sector, sub-sector, and city, checks for existing targets so nothing gets duplicated, and stages the matches for your team to review. Once approved, it creates the target records.
You go from trip to target list, not trip to spreadsheet.