Know your metro area's deal health at a glance

Monthly

recommended cadence

Built to run once a month per metro area.

6

analytical sections covered

Relationships, pipeline, sector, team, and portfolio.

3–5

recommended next steps

Specific actions closing out every report.

Pulls your metro area data. Builds the picture. Delivers the report.

When your firm’s relationships, pipeline, portfolio, and team capacity all live in different places, it’s difficult to know how deals are really going in a specific city or region.

Celeste queries your firm’s own CRM records for a metro area you choose, covering relationship strength, deal activity by quarter and sector, team capacity, and portfolio companies in that geography. It writes the findings into a single report with a clear health narrative and next steps, so the full picture is ready before any conversation starts.

You walk into the market with a real read, not a guess.

Intapp Celeste

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