Private capital firms are drowning in the volume of inbound deal flow, but screening it, prepping it for committee, and keeping tabs on portfolio companies after close still runs on manual review. See how Intapp Celeste changes that. 

In this session, we'll walk through Celeste scoring inbound deals against your firm's own mandate in minutes, turning a CIM straight into an IC summary and a staged DealCloud record, and rating your client portfolio to surface which relationships are thriving and which need attention — all governed by the same firm data and compliance guardrails your firm already relies on. We'll open with a recap of what's new since our July launch, then go hands-on with the workflow from origination through ongoing portfolio management.