IR reviews grounded in real LP activity

5

performance areas assessed

LP communication, fundraising involvement, reporting, relationship management, and collaboration.

Every rating

is evidence-based

Grounded in real LP activity, not memory or anecdote.

12-month

review period covered

One consistent lookback window applied to every reviewed team member.

Pulls the LP activity. Rates the coverage. Writes the review.

Reviewing an IR team member’s year usually means trying to remember which LPs they engaged, how fundraising materials came together, and whether reporting deadlines were met, leaving performance reviews to rely more on impressions than actual evidence.

Celeste pulls LP meetings, emails, fundraising involvement, and document activity for one team member over the review period, then rates their performance across communication, fundraising, reporting, relationship management, and collaboration. It surfaces concrete examples for each area and drafts the review narrative and talking points.

You walk in with a record, not a guess.

Intapp Celeste

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