Product: Intapp Celeste

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 in whichever format you need: PDF, PowerPoint, Word, or Excel.

An executive-ready briefing on any competitor firm, covering practice strengths, recent mandates, and where you overlap. Ends with a clear outreach recommendation, not just a profile.

Ranked candidate lists for every open role on a deal, built from sector exposure, deal history, and current capacity. Each recommendation comes with confidence scores and risk flags.

Pulls every service provider your firm has engaged on past deals, ranks them by category and performance, and flags anyone with a concerning track record. Delivered as one report scoped to the deal.

Scores every active deal on management access, intermediary strength, competitive position, and engagement activity, then sorts them into clear tiers. At-risk and dormant deals get their own spotlight with next steps.

A current, consolidated picture of every sponsor in your portfolio: activity, pipeline, team, and next best conversation. No manual research, no stale CRM fields.

An executive-ready coverage report on any corporate relationship, consolidating M&A activity, earnings, leadership changes, and structure. One briefing instead of five separate searches.

Scores every LP relationship on email tone, meeting cadence, commitment history, and engagement activity, then sorts them into clear tiers. At-risk and dormant relationships get their own spotlight with next steps.