Every Intapp event provides a glimpse into where the platform is heading, but this year’s Revenue Kickoff (RKO) in Las Vegas made one thing abundantly clear: the future of Intapp is AI, and that future is Celeste.
Since the announcement of Intapp’s partnership with Anthropic in January the excitement around this embedded model has only grown.
Throughout the event, Celeste wasn’t simply another product announcement: it was the foundation of Intapp’s vision for helping professional and private market firms transform the way they work. From fundraising and deal execution to relationship intelligence and compliance, Intapp is positioning Celeste as the AI platform that sits at the heart of the firm’s operations.
Intapp’s partnership with Anthropic has bolstered Celeste by using some of the most powerful frontier models available integrated within the platform.
For partners, the message was equally clear. The opportunity extends far beyond introducing clients to AI. It’s about helping firms understand how Celeste fits into their business, delivering successful implementations, and enabling long-term adoption that drives measurable business value.
AI has moved beyond experimentation
Across the sessions, discussions focused less on whether organisations should adopt AI and more on how they can do so responsibly and effectively.
Unlike generic AI tools, Celeste has been purpose-built for professional services firms operating in highly regulated industries. It combines firm knowledge, governance, compliance controls and workflow automation, enabling organisations to deploy AI confidently while maintaining the security and controls their businesses demand.
This represents a significant shift.
Rather than AI existing alongside business processes, Intapp is embedding AI directly into the workflows firms rely on every day, helping professionals surface opportunities faster, automate repetitive tasks, improve collaboration and make more informed decisions.
For private capital firms, investment banks, law firms and other professional services organisations, this has the potential to fundamentally change how work gets done.
A focus around playbooks
Playbooks tap into the context of the Anthropic powered engine and give the AI tool the capacity to run different scenarios with direct access to Intapp products MCP.
This helps Private Capital Markets firms accomplish the following:
- Create counterparty lists and find potential prospect instantly.
- Leverage firm emails, notes, events, and other activities to find opportunities.
- Create custom reports using branding, templates and information from the platform to generate firm specific artifacts.
The combination of an Anthropic powered model (Celeste) together with both prebuilt and custom playbooks enables firms to take advantage of proven industry workflows while also supporting the unique processes and best practices that differentiate their organization. This flexible approach empowers teams to automate routine tasks, standardize complex processes, and capture institutional knowledge, all while ensuring that the platform adapts to the way each firm operates rather than requiring firms to change their existing workflows.
AI is only as powerful as the data behind it
Celeste represents a new generation of AI that can reason, analyze, and execute workflows with the speed and sophistication of today’s leading frontier models.
The true differentiator is not simply the intelligence of the model. It is the quality of the data that powers it.
As AI begins making recommendations and executing decisions in milliseconds, clean, structured, and trusted data becomes a strategic advantage instead of an operational requirement.
Firms that invest in a strong data foundation, maintain disciplined data governance, and keep their DealCloud environments current will unlock significantly greater value from Celeste. These organizations will automate complex workflows, produce more accurate insights, and confidently scale AI across their business.
Conversely, firms operating with inconsistent data, outdated DealCloud environments, or fragmented internal processes will limit the effectiveness of AI and risk amplifying existing inefficiencies.
In the age of intelligent automation, data quality is no longer just an IT initiative. It is a business imperative and a lasting competitive advantage.
Why this matters for private market firms
Private market firms generate enormous volumes of relationship, deal and operational data, but much of that intelligence remains fragmented across systems.
Celeste has the potential to change that.
By combining governed AI with the data already held across the Intapp ecosystem, firms can:
- Surface relationship intelligence more quickly.
- Accelerate fundraising and business development.
- Improve operational efficiency.
- Reduce manual administrative effort.
- Support better, faster decision-making.
- Maintain compliance within highly regulated environments.
Rather than replacing professionals, Celeste is designed to augment them: helping teams focus more of their time on high-value client work and strategic decision-making.
Looking ahead
Leaving RKO 2026, one thing was evident: Intapp is investing heavily in making Celeste the AI platform for professional services firms.
As adoption accelerates, the organisations that succeed won’t necessarily be those who implement AI first: they’ll be the ones who implement it well.
That requires a combination of strategy, governance, technology and change management.
For partners, this represents a significant opportunity to help clients navigate the next phase of AI adoption with confidence.
How it|venture can help
At it|venture, we help private market firms unlock the full value of the Intapp platform through our Advise, Implement, Optimise approach.
Whether you’re beginning your AI journey or planning a Celeste implementation, our consultants work alongside your teams to ensure AI delivers measurable business outcomes, not just new technology.
Our services include:
- Data Healthcheck & DealCloud Site Check – Using DealCloud’s API we query and connect to your site to run a vast report on user adoption, data integrity, object / entry form health, and over 50 other metrics to assess site quality and AI readiness.
- AI readiness assessments to identify where Celeste can create the greatest business impact.
- Implementation planning and delivery aligned to your firm’s strategic objectives.
- Intapp consulting and integration to ensure Celeste works seamlessly across your existing technology landscape.
- Data strategy and optimisation to maximise AI performance and governance.
- Ongoing support, training and optimisation that helps your teams continually realise value from their investment.
Ready to explore Celeste?
If you’re considering how AI can enhance fundraising, relationship intelligence, compliance or operational efficiency, now is the time to start the conversation.
The team at it|venture is ready to help you understand what’s possible with Intapp Celeste and develop a roadmap that delivers long-term value.
Get in touch with our experts to discuss your AI strategy, Celeste implementation or broader Intapp roadmap, and discover how we can help your firm move confidently into the next generation of AI-powered professional services.
