Product: Intapp Celeste

Scores every active LP in a raise on stage, history, and engagement activity, then ranks them with a confidence tier. Each score comes with a short rationale, not just a number.

An executive-ready briefing on any fund investor, combining your CRM history with live research on commitments, allocation, and personnel changes. One report, not five tabs.

Scores every inbound deal against your investment criteria across eight dimensions in minutes, not days. Surfaces red flags up front, before anyone books time on it.

A tiered list of acquisition targets worth chasing, built from commercial data, relationship signals, and live market research. Ranked by fit, not just by size.

Reviews every client, pipeline opportunity, and team connection tied to a departing partner, then builds a prioritized action plan suited to where they’re headed. Single-threaded clients and stalled pitches surface first.

Maps a client’s business model and ecosystem to generate ranked, off-market opportunity ideas tied to services your firm offers. You choose which ideas become tracked records, with the reasoning included.

Consolidates active deal and staffing data into one utilization view, by stage and by person. Flags resourcing risk before a deal team is stretched too thin.

Tracks seven pipeline metrics over time across practice, sector, and office, then surfaces the patterns that matter most in plain language. Built to complement your existing dashboards, not replace them.

Tracks every buyer’s milestone progress on a live sell-side deal and flags engagement risk before it becomes a problem. Produces a client-ready update once your team signs off.

Classifies an uploaded CIM, extracts the key deal terms, and processes them straight into your CRM. Delivered as a structured summary, not a stack of PDF pages.