Agentic AI purpose-built for dealmakers and investment firms
Enhance decision-making precision, speed, and conviction with AI-powered deal intelligence and workflows designed to fit the way you work.
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Platform
AI-powered deal intelligence across the investment lifecycle
Faster, better decisions via role‑aware workflow automation and a unified data fabric—with enterprise security and compliance built-in.
Uncover deeper, more relevant investment insights
Blueflame AI unifies internal firm knowledge and external market data to create a unified intelligence layer that powers comprehensive AI analysis and agentic workflows.
Expand team capacity and scale execution
Automate multi-step workflows like diligence, monitoring, and reporting using intelligent task orchestration built for investment processes.
Make decisions with greater precision and conviction
Leverage agentic AI and advanced reasoning models trained on financial context (but never your firm's data) to generate domain-specific insights and outputs.
Uncover deeper, more relevant investment insights
Blueflame AI unifies internal firm knowledge and external market data to create a unified intelligence layer that powers comprehensive AI analysis and agentic workflows.
Expand team capacity and scale execution
Automate multi-step workflows like diligence, monitoring, and reporting using intelligent task orchestration built for investment processes.
Make decisions with greater precision and conviction
Leverage agentic AI and advanced reasoning models trained on financial context (but never your firm's data) to generate domain-specific insights and outputs.
What our clients say
Solutions
Agentic AI for every investment workflow
Whether you’re sourcing deals, managing portfolios, or engaging LPs, Blueflame AI is built for the way you work.
Private equity
Private credit
Real estate investment firms
Endowments
Investment banks
Hedge funds
Integrations
Connect to the data and tools you're already using
Query and interact with the data and insights in your tech stack and beyond to quickly uncover deeper insights and drive decisive action.
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Microsoft 365
DealCloud
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Grata
Salesforce
Why Blueflame AI?
Elevate human judgment and eliminate the manual work that slows you down
Blueflame AI is designed specifically for investment workflows, delivering AI-powered deal intelligence, dedicated customer success, and enterprise-grade security and compliance in one platform.
Technology built for you
Designed specifically to support workflows across private equity, investment banking, private credit, real estate, and M&A advisory, Blueflame AI is built for the finance industry rather than being a general-purpose AI tool.
Comprehensive AI solution
Blueflame AI's platform combines generative AI and agentic AI, enabling you to chat with leading LLMs and execute multi-step workflow automations across diligence, reporting, research, and sourcing in one platform.
Single source of truth
Brings together your firm’s internal knowledge, third-party systems, and public data sources to create a unified intelligence layer that helps you find the right content and surface what matters in less time.
Dedicated partner in your success
We bring a white-glove approach to our client success program across onboarding, training, and deploying use cases. We work closely with you to build solutions that meet your ongoing needs.
Security you can trust
Built by a team with roots in GRC, cybersecurity, and privacy, the platform and your data are protected by enterprise-grade security and privacy regulations.
Committed to building the future of investment tech
We are always evolving the platform to keep up with the latest advancements in AI technology and investment management best practices, including partnering with Datasite and Grata to bring you even more value.
FAQs
Frequently asked questions
What is Blueflame AI?
Blueflame AI is a purpose-built agentic AI platform for Private Equity, Investment Banking, and other investment firms. The platform unifies internal firm knowledge and external market intelligence to create an intelligent data fabric that powers agentic workflows and analysis to drive faster, more informed decision-making across sourcing, screening, research, diligence, fundraising, and more.
How does Blueflame AI differ from general-purpose AI or ChatGPT?
Blueflame is a purpose-built, agentic AI platform designed specifically for investment workflows, rather than a general-purpose LLM. While enterprise LLMs offer broad knowledge and text generation, they often struggle with financial nuance, deal structures, and domain-specific reasoning. Blueflame understands the language of private markets, can execute multi-step processes (e.g., outreach drafts, IC memos, risk factor extraction), and connects natively to your systems (DealCloud, Grata, Salesforce, etc.).
Who is Blueflame designed for?
Blueflame AI is built for investment professionals across private markets and M&A advisory—including private equity, private credit, real estate, endowments, investment banks, and hedge funds. Each team can tailor the platform to their workflows, from deal sourcing and diligence to investor relations and operations.
Can I use Blueflame AI with my existing data and systems?
Blueflame AI integrates with the systems and data providers used most commonly by investment firms, including Microsoft Outlook, Salesforce, DealCloud, Grata, and others. The platform receives data and can update data from the system.
How secure is Blueflame AI?
Blueflame follows enterprise-grade security protocols, including SOC 2 Type II compliance, end-to-end encryption, and granular access controls. Client data is never used for model training or shared across tenants.
What is Blueflame AI’s service model?
We are committed to providing high-touch support to every client. You’ll be assigned a dedicated Client Success Representative, backed by our technical support team. We provide timely responses to all questions and guide you through deployment, onboarding, and ongoing enablement.
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See how Blueflame AI can work for your firm
Schedule a demo to see how Blueflame AI can drive workflow efficiencies and smarter decision-making for every team.
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