Finds who’s overdue. Refreshes the picture. Flags what’s next.
Keeping fund investor coverage current usually means checking allocation, commitments, and personnel changes across scattered sources — if anyone gets around to it at all.
Celeste ranks your fund investors by how overdue they are for a refresh, then builds a current picture of their portfolio allocation, recent commitments, and personnel changes from your own records and public sources. It flags new commitments and contacts worth adding, then saves everything in one approval.
You get current coverage, not a stale file.
