The Operating System Real Assets Has Been Missing, Now Powered by AI

Key Takeaways

• Intapp Celeste embeds agentic AI directly into firm workflows.
• DealCloud with Celeste enables natural‑language deal queries and actions.
• Intapp Properties offers purpose‑built OS for real‑asset lifecycle.
• AI reduces manual data entry, accelerating decision making.
• Competitive edge comes from integrated data, not just LLM choice.

Summary

Intapp unveiled Celeste, an agentic AI platform that embeds reasoning and execution directly into firm workflows, moving beyond generic chatbots. At Amplify 2026 the company demonstrated DealCloud with Celeste, allowing users to query and update deal data in plain English, eliminating manual friction. Intapp also re‑branded its TermSheet acquisition as Intapp Properties, a purpose‑built operating system for real‑asset firms that unifies acquisition, development, accounting and performance analytics. The announcements signal a shift toward AI‑driven, end‑to‑end operating systems that replace spreadsheets and siloed tools.

Pulse Analysis

The rise of "Firm AI" marks a departure from the one‑size‑fits‑all models that dominate consumer chatbots. Intapp’s Celeste combines large‑language‑model speed with deep, firm‑specific knowledge, allowing the system to reason about risk, compliance and workflow constraints without human prompting. This agentic approach means AI can proactively move a deal forward, enforce access controls, and respect information barriers—capabilities essential for regulated industries where data silos have historically hampered agility.

DealCloud’s integration with Celeste illustrates how AI can become a native layer of a CRM rather than an afterthought. Users can ask, in natural language, for relationship maps, pipeline snapshots or status changes, and the platform instantly surfaces the answer and triggers downstream processes such as diligence checklists or investment committee alerts. By eliminating repetitive data entry and manual report generation, teams spend more time interpreting insights and less time curating them, accelerating deal velocity and improving win rates.

For real‑asset firms, Intapp Properties delivers a purpose‑built operating system that replaces the spreadsheet patchwork still common in the sector. The platform centralizes acquisition pipelines, AI‑augmented underwriting, construction project coordination, and real‑time financial consolidation. Because every data point is tied to the physical asset, firms gain a single source of truth that travels from initial look through disposition. The result is faster, data‑driven decision making, lower operational risk, and the ability to scale complex portfolios in an increasingly volatile market.