Deals reach your inbox faster than your team can log them. Meanwhile, associates run their own AI analyses in silos, and senior leaders can’t always see where an answer came from. This session shows how Intapp Celeste works with Intapp DealCloud to close that gap, with a live demo that follows a deal from CIM to investment committee.

The problems we hear from private capital firms

Getting a deal into DealCloud is still manual, so the pipeline runs a step behind the inbox.
Team members use AI tools on their own, and the firm has no consistent process or governance around them.
Data isn’t normalized, so it’s hard to trust an automated workflow to find the right company, deal, or document.
Senior leaders need to trace any IC memo or briefing back to its sources before they rely on it.

How Celeste helps

Celeste adds one shared layer of firm context on top of DealCloud, so every workflow draws on the same data, rules, and history. You decide who can read and write to which systems, and your team reviews and approves what’s created. Workflows can run when someone asks or automatically when an email arrives, so more deals get screened and fewer slip through.

What you’ll see in the demo

A CIM read, scored against your investment mandate, and logged to DealCloud without duplicates
A pre-meeting brief for an LP or GP, built from the sources your firm chooses
A first-pass IC summary and PowerPoint drawn from the work already done
Portfolio dashboards your team can share and refresh
Clear points where a person reviews and approves

Watch to see how your team can log more deals, make better use of its time, and keep every output traceable and under your firm’s control.