Product: Intapp Celeste

Pulls commitment history, key contacts, correspondence, and on-file documents for a named LP into one structured profile. Flags re-up timing and any data gaps instead of leaving them silent.

Builds a prioritized, pre-screened buyer list for any sell-side mandate, combining internal relationships with external market data. Ready for banker review, not a long list.

Turns any source file, from a conference attendee list to a spreadsheet, into a matched origination list. No manual re-typing, no re-keying names.

Treats a lateral partner hire like an acquisition, mapping their full client list against your firm and enriching any missing data. Delivers one integration plan with the internal introductions already lined up.

Scans every LP on a fund for stale activity or thin colleague coverage, then recommends the right internal introductions. Each flagged relationship comes with talking points and a concrete next step.

Reviews recent email and meeting activity for early signs of fund launches, raises, and ownership changes. Ranks what matters most and captures it as a shared record your team can act on.

Reviews every company record against your firm’s categorization schema and suggests corrected values. Nothing updates until you approve it.

Builds a sector knowledge brief by researching market trends, key players, and deal activity, then structuring it around your firm’s specific practice areas. Delivered as a formatted PDF ready to share.

Maps stakeholder coverage across every account to show exactly where your firm is exposed. Creates the missing contact records and the tasks to close the gap.

Breaks down your active LP pipeline by stage and outreach velocity, flagging the relationships most at risk of stalling. Delivered as a structured report with a 30/60/90-day outlook and recommended next actions.