Product: Intapp Celeste
Prepare your conflicts search
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Accounting
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Consulting
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Getting a conflicts search ready to run means validating every party, checking corporate trees, and manually adding alternate search terms before anything can execute. Celeste prepares an existing search end to end and runs it, with every decision logged for review.
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Build a new conflicts search
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Accounting
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Consulting
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Building a conflicts search from nothing means clicking through the standard UI screen by screen or wrestling with a rigid upload template just to get started. Celeste builds the search with you conversationally or from a bulk list, validating and enriching every party along the way.
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Screen entities for adverse media
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Accounting
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Consulting
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Screening a new entity and everyone connected to it for adverse media usually means checking watchlists, regulators, court records, and news coverage one source at a time. Celeste pulls the parties straight from an existing conflicts search and runs the full screen in one pass.
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Build a lateral hire conflicts search
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Legal
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Intapp Celeste
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Screening a lateral hire candidate for conflicts means combing through years of matter history to find every client and adverse party they touched, one row at a time. Celeste reads the candidate’s matter history and builds a fully populated conflicts search automatically.
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Draft a sponsor outreach email
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Private capital
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Intapp Celeste
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Personalizing sponsor outreach means digging back through deal history and old conversations before writing a single line, and most teams don’t have time to do it well every time. Celeste pulls relevant history and drafts a grounded, ready-to-send email in minutes.
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Diagnose your metro investor pipeline
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Private capital
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Intapp Celeste
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Pulls investor relationships, fundraising pipeline, and coverage data for any metro area you specify and compiles it into a structured investor relations report. Surfaces pipeline concentration risk, coverage gaps, and a ranked list of top investors, so IR teams know where to focus.
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Diagnose your metro deal pipeline
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Private capital
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Intapp Celeste
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Deal activity in one metro area rarely gets pulled into a single view, so partners walk into local conversations relying on scattered memory instead of real data. Celeste compiles relationships, pipeline, and portfolio activity for any geography you choose into one clear report.
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Score your LP re-up likelihood
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Private capital
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Intapp Celeste
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Identifies limited partners from a prior fund who haven’t yet committed to the current one, scoring their likelihood to re-up using recent communication and investment history. Delivers a ranked priority outreach list so your team knows exactly who to call first.
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Build your roadshow itinerary
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Private capital
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Intapp Celeste
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Planning a multi-city roadshow means juggling confirmed meetings against a list of targets still to be scheduled, then working out a route that doesn’t waste a day backtracking. Celeste builds the full itinerary around your confirmed meetings and hands back a day-by-day plan ready to share.
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Draft your loan credit memos
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Private capital
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Intapp Celeste
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Payment adjustment memos for loans usually move through servicing, finance, and legal by email, with calculations and approvals tracked in a dozen places. Celeste drafts the memo, validates the calculations against the loan file, and routes it for approval, so nothing gets issued without a clean audit trail.
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