Upload a CIM. Get a deal record and IC summary.

Standardized

IC summaries

Same structure, every deal.

Zero

manual data entry

Extracted and filed by Celeste.

Consistent

data quality

Validated before it hits DealCloud.

From CIM to IC summary and CRM record in minutes.

Processing a new CIM usually means reading a dense PDF, manually pulling out key details, and writing up a summary before anything gets logged in your system.

Celeste reads the entire document, generates a structured IC summary, and extracts every company, contact, and financial detail into staged CRM records, all before you’ve opened a second tab. Celeste validates required fields, checks for duplicates against your existing records, and holds everything for review before a single record is created.

You approve, it commits.

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