Product: Intapp Celeste

This webinar explores how AI is reshaping private capital workflows and introduces DealCloud with Celeste—Intapp’s next‑generation, governed AI platform built specifically for private capital firms. Speakers Rudy Saad, Nikolaus Grefe, Katie Chanana walk through the most in‑demand AI use cases across fundraising, deal origination, portfolio management, and governance, and demonstrate how Celeste automates data extraction, surfaces relationship intelligence, and accelerates decision‑making. The session includes a live demo showing automated teaser/CIM ingestion, deal creation, and on‑demand LBO modelling—all directly inside DealCloud.

The investment banking landscape is shifting, and it’s shifting quickly. Deal volume is bifurcating, competition for mandates is intensifying, and the largest banks are investing heavily in AI, presumably with the expectation of a substantial return in the form of more deals and better deal outcomes. The question isn’t whether AI will reshape how the industry operates, it’s which firms are positioning themselves, today, to take advantage of it. In this on-demand webinar, we share what we’re hearing from investment banks of all sizes, and in all corners of the globe, demonstrate what AI-powered investment banking looks like in practice today, and lay out the path to firm-wide AI adoption. What we’ll cover: The current market reality for investment banks: deal dynamics, where firms are winning and struggling, and what the industry’s AI leaders are doing right now The “Firm AI” vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what’s coming A live look at DealCloud with Celeste in action: conversational AI that helps bankers identify coverage gaps, prep for pitches, and execute deals, all in natural language

Starwood Capital Group shares how it uses the Intapp Celeste agentic AI platform to get faster, smarter answers from firm data.

Law firms are at an inflection point. What happens in the next twelve to eighteen months will define how firms compete for the next decade. Agentic AI is reshaping professional services, but generic AI tools weren’t built for the complexity of law firm environments. Your conflicts logic, confidentiality obligations, ethical walls, and client engagement data require something purpose-built. In this executive webinar, Intapp leaders with decades of firsthand law firm experience explore how Intapp Celeste, Intapp’s AI-native agentic platform, is transforming the way law firms grow, operate, and stay compliant. You’ll also hear about Intapp’s strategic partnership with Harvey, bringing a new layer of compliance governance to one of the fastest-growing AI applications in the practice of law. This is a defining moment for the business of law. Are you positioned to lead? What you’ll learn: Why individual AI productivity tools fall short and how Firm AI embeds intelligence into firm-wide workflows to create durable competitive advantage How DealCloud with Celeste surfaces relationship intelligence, identifies cross-sell opportunities, and helps BD and marketing teams turn data insights into client action (available now) How Time with Celeste automates time capture, enforces billing compliance, and gives firm leadership visibility into engagement economics, write-off trends, and AI adoption ROI How Compliance with Celeste accelerates new business intake, automates conflict screening, and enables continuous matter monitoring so your team can focus on judgment rather than manual prep work How Intapp’s partnership with Harvey extends ethical wall and confidentiality governance directly into AI workflows, ensuring your compliance policies don’t stop where your AI starts Why compliance-native AI is a non-negotiable for law firms and how Celeste is built from the ground up to respect the professional obligations that are existential to your firm

Moving beyond experimentation to embed professional grade intelligence into firm workflows The conversation around AI in accounting and advisory has shifted from “if” to “how.” As growth expectations rise alongside intensifying regulatory scrutiny and margin pressures, firms are moving beyond simple experimentation toward a more thoughtful, governed evolution. In this session, we explore how professional-grade AI is officially arriving for the accounting industry. Discover how the Celeste platform—an AI-native, agentic solution built in collaboration with innovators like Anthropic, Microsoft, and Harvey—is activating intelligent agents to automate compliance, time intelligence, and engagement execution.

Download our one-pager to learn how DealCloud with Celeste uses purpose-built AI to help your firm save time and accelerate growth.

Rudy Saad, Intapp’s Global Head of Private Equity and Private Capital participated in a FundFire webinar on AI in private markets. He was quoted in a subsequent article on the importance of accessing and using proprietary data with AI.

Intapp Amplify provided a clear look at what the agentic AI era means for professional and financial services firms. See the top takeaways from the event.

Discover how Firm AI and Intapp Celeste are transforming private capital with AI built for dealmaking, governance, and growth.

See how firm AI for private capital is reshaping investment banking: Intapp Celeste, Walls for AI, and AI for private equity playbooks in DealCloud.