Product: Intapp Celeste

Screening a lateral hire candidate for conflicts means combing through years of matter history to find every client and adverse party they touched, one row at a time. Celeste reads the candidate’s matter history and builds a fully populated conflicts search automatically.

Personalizing sponsor outreach means digging back through deal history and old conversations before writing a single line, and most teams don’t have time to do it well every time. Celeste pulls relevant history and drafts a grounded, ready-to-send email in minutes.

Pulls investor relationships, fundraising pipeline, and coverage data for any metro area you specify and compiles it into a structured investor relations report. Surfaces pipeline concentration risk, coverage gaps, and a ranked list of top investors, so IR teams know where to focus.

Deal activity in one metro area rarely gets pulled into a single view, so partners walk into local conversations relying on scattered memory instead of real data. Celeste compiles relationships, pipeline, and portfolio activity for any geography you choose into one clear report.

Identifies limited partners from a prior fund who haven’t yet committed to the current one, scoring their likelihood to re-up using recent communication and investment history. Delivers a ranked priority outreach list so your team knows exactly who to call first.

Planning a multi-city roadshow means juggling confirmed meetings against a list of targets still to be scheduled, then working out a route that doesn’t waste a day backtracking. Celeste builds the full itinerary around your confirmed meetings and hands back a day-by-day plan ready to share.

Payment adjustment memos for loans usually move through servicing, finance, and legal by email, with calculations and approvals tracked in a dozen places. Celeste drafts the memo, validates the calculations against the loan file, and routes it for approval, so nothing gets issued without a clean audit trail.

Deal team performance reviews usually rely on scattered notes and whoever’s memory is freshest that quarter. Celeste builds an evidence-based record straight from real deal activity, rating contributions across every stage of the deal so review conversations start from facts, not recall.

Before a private credit deal moves to business selection, someone has to piece together reputational and ESG red flags on the target, its people, and its peers from scattered sources. Celeste runs that screen end to end and delivers a concise, decision-ready verdict your team can act on immediately.

Finding the right co-lenders for a syndication usually means digging through scattered relationship history and market chatter. Celeste surfaces a ranked shortlist of peer lenders fit to the deal, with the rationale and history behind each one, ready for the team to review.