Product: Intapp Celeste

Upload a fund report and get a fully modeled Excel workbook back, with performance metrics computed and three scenarios built out automatically. Every number links back to its source, so your team spends time interpreting results instead of assembling them.

Classifies and extracts data from anonymized deal teasers, generating a semantic fingerprint and staging new deal records for review. Matches later-arriving detailed deal documents back to their original teaser, enriches the record with full financials, and generates an investment committee summary.

Pulls all fee and service provider data for the trailing twelve months and runs a structured analysis covering provider ranking, category mix, sector attribution, and concentration risk. Outputs a leadership-ready report showing where third-party spend is going and where action is warranted.

Produces an end-to-end analysis of all fees paid and service providers engaged on a specific deal, including visual breakdowns and a fee efficiency score benchmarked against comparable deals. Compiles findings into a shareable report for deal team or investment committee review.

Analyzes your firm’s historical deal data, service provider performance, fees, and relationship depth to produce a ranked, reasoned provider recommendation for an upcoming deal. Balances cost, quality, and relationship strength, and explains the reasoning behind every recommendation.

Matches company records against an upcoming roadshow trip’s sector, sub-sector, and geography, then stages qualified candidates for review. Creates new target records pre-populated with the trip’s details once approved.

IR performance reviews often rely on remembering who reached out to which LPs and when. Celeste builds an evidence-based record of LP communication, fundraising involvement, and reporting quality straight from your firm’s own activity, so review conversations start from facts.

Managing partners aren’t looking for another productivity tool — they’re looking for AI that runs the firm. Intapp CPO Thad Jampol and COO Don Coleman explain what Firm AI means in practice.

Intapp Celeste, an expert AI coworker that runs the business of the firm, is now generally available. See what sets Celeste apart.