Agentic AI purpose-built for dealmakers and investment firms
Unify internal + external data, automate workflows, and accelerate decision-making across the deal lifecycle.


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Platform
Accelerate every step of the deal and investment process
Surface more precise insights, move faster on opportunities, and scale execution without increasing overhead or headcount.
Uncover deeper, more relevant investment insights
Integrate internal knowledge and external market data into a unified intelligence layer, creating a complete, connected foundation for discovery.
Expand team capacity and scale execution
Automate multi-step workflows like diligence, monitoring, and reporting using intelligent task orchestration built for investment processes.
Make faster, smarter decisions with confidence
Leverage agentic AI and advanced reasoning models trained on financial context (but never your firm's data) to generate high-quality, investment-specific outputs.
What our clients say
Solutions
Tailored AI for every investment strategy
Whether you’re sourcing deals, managing portfolios, or engaging LPs, Blueflame adapts to your workflows and drives results across teams.
Integrations
Unify internal and external data securely
Query and interact with data in the systems you use every day to quickly uncover deeper insights and drive decisive action.
Microsoft 365
DealCloud
Grata
Salesforce
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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