Product: Intapp Celeste

Scores every client in your portfolio for cross-sell potential, combining service whitespace, intent signals in notes and correspondence, and recent momentum. Ranked and ready, not a list you have to build by hand.

Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.

Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.

Compares each client’s recent activity against their own 12-month baseline to flag meaningful engagement shifts before they become risks. Delivered as a neutral summary, with nothing changed in your CRM.

Sources the right contacts at every buyer on a sell-side engagement, calibrating depth by buyer type and pulling only confirmed contact details. Every contact runs through deduplication and waits for your approval.

Matches lenders to a deal’s financing parameters and weighs each one against your firm’s relationship history and coverage. Every candidate arrives with a rationale, confidence level, and risk flags for your review.

Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.

Ranks the investor firms most worth approaching for a fund event, blending your existing relationships with promising new firms from the web. You review and approve the list before anything is saved.

Analyzes your active portfolio across sector, geography, customer, and supplier concentration, flagging anything crossing risk thresholds. High-risk findings come with a draft escalation email ready for review.

Chasing lender status across email threads and spreadsheets means someone’s information is always out of date. Celeste checks in on every active lender for a deal and flags the ones going quiet before financing stalls.