Sources your targets. Scores the fit. Delivers the shortlist.
Building a target list for new mandates means manually pulling market signals, relationship history, and company financials from different places and stitching them together, often causing teams to chase the loudest lead instead of the one they’re most likely to win.
Celeste sources target companies from market activity, your firm’s coverage history, and company data, and scores each on mandate’s win probability and investment appeal. It then updates your CRM records and starts conflicts checks on the shortlist before handing back a branded report.
You chase the targets you can actually win, not just the ones making headlines.