Product: Intapp Celeste

Analyzes deal and broker fee data for a chosen deal type and time frame to show which sourcing channels are actually working. Breaks results down by fund strategy, so patterns don’t get lost in an aggregate view.

Pulls together an asset’s deal history, financial performance, and occupancy trends into one report. Built for real estate teams preparing for investment committee or portfolio reviews.

Structuring and pricing a capital stack by hand means assembling comparables and pricing rationale from scratch for every mandate. Celeste validates or drafts a structure using your own deal records and comparable transactions, so every proposal arrives with a clear pricing basis.

Building a business development target list usually means manually combining market signals, relationship history, and company financials before anyone can decide where to focus outreach. Celeste sources, deep-dives, and ranks target companies in one pass, so your team pursues the mandates it’s most likely to win.

Builds a complete profile of any broker relationship, combining firm and contact details with full deal history and engagement activity. Helps deal teams gauge broker strength before a sourcing conversation or pipeline review.

Manually assembling a lender list for a debt advisory mandate is slow, and a weak list puts the mandate at risk. Celeste sources, screens, and scores lender counterparties in one pass, so you can start outreach with a defensible, tiered shortlist.

Read this interview with Intapp’s Ken Houseman to learn how Firm AI transforms timekeeping and billing into a competitive advantage for law firms.

Discover how agentic Firm AI for private capital markets helps firms unlock value at every stage of the investment lifecycle.

Verifies a lateral hire candidate’s bar admissions and disciplinary history across US and international jurisdictions using consolidated registry lookups. Produces a structured screening summary with red flags and a recommendation to support informed hiring decisions.

Intapp introduces Firm AI — the AI category built for the business of a professional services firm, not just the individual professionals inside it. Firms can now unlock traditional constraints to growth with coworker agents.