Product: Intapp Celeste

Why practice AI isn’t enough — and how Firm AI gives firm leaders the platform to scale growth, margin, and institutional knowledge.

OCGs now require matter-level AI documentation, not policy statements. Here’s what financial services and healthcare clients are asking for.

63% of institutions lack AI governance frameworks. Find out what the AI-readiness gap is costing investment banks — and how purpose-built platforms help firms close it and drive better deal outcomes.

Watch to see how DealCloud with Celeste delivers integrated AI for private capital markets that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most. The webinar includes dedicated workflows for: Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle. Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift. Real assets teams — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform. Watch now to see firsthand how DealCloud with Celeste can change how your firm works.

DealCloud and Celeste: From Coverage to Close Watch to see how DealCloud with Celeste delivers integrated AI for investment banking that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time-consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process — enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for: M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platform Sector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm’s full history with that account Capital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversation Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works

Arkwright Consulting chooses Intapp DealCloud to centralize relationships and accelerate business development. The firm will use DealCloud to unify pipeline management, strengthen client relationships, and drive growth.

Only 7% of private capital firms have scaled AI enterprise-wide. Discover what’s holding firms back from AI-readiness — and how purpose-built platforms help you scale intelligence across the deal lifecycle.

How unified portfolio intelligence and agentic AI give investment banking coverage teams a mandate advantage in sponsor coverage

Leading firms are finding and developing leaders who can connect risk intelligence to business strategy, operate confidently in a data-driven environment, and govern the use of AI as a core firm function.