Product: Intapp Celeste

Drafts your fund’s complete LP narrative in one pass, grounded in real deal history pulled straight from your CRM. Ready for the next fundraising cycle.

A full health check on your active deal pipeline, flagging bottlenecks and at-risk transactions before they stall. Delivered as a prioritized action report, not a status spreadsheet.

Pulls every meeting scheduled for the week from your CRM and compiles interaction history, open tasks, and the latest company news into one briefing. No prompts needed, so nobody walks in without the full picture.

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.