The agentic AI platform purpose-built for dealmaking and investment workflows

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.

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.).

Agentic AI refers to intelligent systems that can reason, plan, and execute multi-step tasks on your behalf. In Blueflame, these take the form of Blueprints—automated workflows that call multiple data sources, apply firm-specific logic, and deliver consistent, context-formatted outputs.

Yes. You can automate complex workflows that chain together multiple prompts, datasets, and actions—such as generating comparable company analyses, earnings summaries, or LP briefings—ensuring repeatable, firm-wide consistency.

Blueflame AI is LLM-agnostic, meaning it can work with multiple foundation models rather than relying on a single provider. Our agentic framework automatically selects the best model for each task—balancing reasoning quality, speed, and cost—but clients can also choose their preferred model. This flexibility ensures every workflow runs on the most effective and compliant model for its specific purpose.

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.

Typical use cases include:

• Conference and meeting preparation
• Earnings season analysis
• Deal sourcing and target screening
• Diligence and memo drafting
• Portfolio monitoring and thematic analysis
• Investor reporting and compliance documentation

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.

Blueflame connects to your firm’s internal knowledge—such as CRMs, emails, shared drives, investment memos, and fund documents—as well as external sources including regulatory filings, company websites, and news. This creates a unified data fabric that enables faster, more informed decisions across sourcing, diligence, and monitoring.

You can ask Blueflame to summarize earnings calls, benchmark peers, extract KPIs from filings, surface deal comps, analyze market themes, or prepare investment memos. Each query is grounded in the specific data sources and documents you’ve connected.

Yes. Blueflame AI supports intelligent workflow automation through Blueprints, Blueflame's prebuilt and customizable AI workflows. From CIM analysis to LP meeting prep and outreach drafting, Blueflame AI helps teams streamline repetitive work and scale best practices.

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.

Yes. Blueflame AI logs a full audit trail of user activity across the platform, giving your firm the visibility needed for compliance reviews, security audits, and internal governance.

Every response generated in Blueflame AI includes clear citations linked to your firm’s internal documents and external data sources. You can preview the original source and understand how the information was used—ensuring accuracy and transparency in every output.

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.

In addition to your Client Success Representative, Blueflame AI provides access to help documentation, how-to videos, tips and tricks, prompt guidance, best practices, and more.

Our Client Success team works closely with you to deploy and train all users. Most teams get up and running quickly with minimal onboarding required.

Blueflame AI supports export to common productivity and reporting tools used across investment workflows. Users can export responses or generated outputs to Microsoft Word, Excel, and PowerPoint, as well as PDF or text formats. Blueflame can also push outputs directly into your connected systems—such as Outlook, Salesforce, and DealCloud—depending on your firm’s integration setup.

Yes. Blueflame AI can format and export outputs using your firm’s own templates for investment committee memos, fund updates, pitch decks, and other recurring deliverables. Your Client Success representative can help set up these templates during onboarding, so generated outputs align with your firm’s branding, structure, and reporting standards.

Yes. Blueflame AI’s Blueprints can be tailored to replicate or enhance your existing processes—whether conducting personalized bulk outreach, prepping for conference meetings, or tracking a deal pipeline. Our Client Success team partners with clients to design purpose-built automations that reflect how they already work.

Yes. Clients often start with a few core workflows and expand over time—building new Blueprints for specialized analyses, data pipelines, or reporting formats.

In the unlikely event of an incident, our 24/7 security team follows a documented incident response plan with client notification protocols, containment measures, and continuous monitoring through our security partners.

Every query, workflow, and output is fully logged for compliance review. Teams can export audit trails to satisfy internal and regulatory requirements, including SEC, GDPR, and GLBA guidelines.