Product: Intapp Celeste

Full context on who you’re meeting: the organization, your firm’s relationship with them, open engagements, and any recent signals. Ready before you walk in the room.

Tracks operational activity and four strategic KPIs straight from a lateral’s BD plan, calling out exactly what’s missing as an action instead of leaving it blank. Delivered as one real-time report.

Reads a regulatory event and ranks the regulated companies most likely to need advisory help, weighing exposure against how warm your firm’s relationship already is. You review the shortlist before anything is saved.

Pulls pipeline activity, relationship health, and market intelligence on your top accounts into one ranked weekly action plan. Every action comes with context and a ready-to-send link.

Reads an uploaded RFI or RFP, scores the opportunity based on client fit and relationship strength, and creates a complete opportunity record with a clear recommendation built in. Optional handoff to compliance for conflicts clearance.

Scores and ranks every investor for your raise, factoring in pass history so nobody gets a false top ranking. Comes with a personalized outreach script for every scored investor.

A ranked list of advisory firm acquisition candidates, built from your footprint gaps and screened for independence conflicts. No manual long-listing required.

Identifies and ranks the strongest platform acquisition targets using your own CRM data and AI-powered scoring. Delivered as a ranked top-10 report, not a raw list.

Researches every board member at a target company, mapping your firm’s relationships and surfacing cross-board connections. Screens for conflicts across active deals and adds governance and opportunity analysis on request for a full pitch brief.

Scores and ranks every candidate buyer for a transaction by likelihood to engage, not just by size or sector. Writes straight to your CRM with a pitch-ready report attached.