Turn deal history into personalized sponsor outreach

Daily

recommended cadence

Built to run on demand, up to five days a week.

<150 words

per email

Short enough to read in one glance, grounded in real history.

4 types

of outreach triggers scanned

Maturities, sector alignment, market conditions, and add-ons.

Reads your sponsor’s history. Finds the trigger. Drafts the email.

Reaching out to a sponsor with something more than a generic check-in means remembering exactly what closed your last deal together, what was said along the way, and what’s happening in their portfolio right now.

Celeste pulls a sponsor’s full deal history and prior conversations from your firm’s own records, surfaces the outreach trigger with the most relevance, and drafts a short, personalized email referencing that specific shared history. The draft lands in your inbox ready for a final look before it goes out.

You send a note that actually remembers the relationship, not a template with a name swapped in.

Intapp Celeste

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