Agentic AI purpose-built for dealmakers and investment firms

Unify internal + external data, automate workflows, and accelerate decision-making across the deal lifecycle.

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.

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

"Blueflame’s IC memo analysis automation saved me over 10 hours this weekend—I actually got to play golf."

Partner

PE Firm with $10B+ AUM

"Blueflame has saved my team time and improved our decision-making process. They knew my business and tailored the process to our team, providing a white glove approach."

Partner

PE Firm with $15B+ AUM

"Before Blueflame, our bulk outreach process was time-consuming and repetitive. Now we can generate high-quality, personalized drafts in minutes."

Investment Team Associate

Private Equity Firm with $8B AUM

"Our investment team reclaimed nearly 3,000 hours of high-value time by using Blueflame AI to transform expert network transcripts into comprehensive daily summaries."

VP of Technology

Private Equity Firm with $65B AUM

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.

Private equity

Private credit

Real estate investment firms

Endowments

Investment banks

Hedge funds

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.

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.