Blueflame, Datasite’s M&A agent within Grata Intelligence help investment banking teams understand and execute complex M&A work, from researching markets and identifying buyers and targets, to accelerating diligence, preparing client deliverables, and more.
3x faster
on complex VDR analysis vs. a leading frontier model
51% lower cost
on complex VDR analysis vs. a leading frontier model
84% lower cost
on the same sourcing workflow vs. a leading frontier model using Grata data via MCP
29% higher quality score
on the same sourcing workflow vs. a leading frontier model without access to Grata data
Blueflame works across Grata’s proprietary market intelligence and signals, your firm’s knowledge, VDR content, connected sources, and evolving deal context - giving the agent a more complete understanding to deliver high-quality work.
Blueflame goes beyond surfacing insights to execute complex, multi-step M&A workflows, putting connected intelligence to work across pitches, client coverage, and live deals.
Blueflame takes on more of the research, analysis, preparation, and recurring work behind a deal, so your team can spend more time advising clients, applying judgment, and winning and executing mandates.
Blueflame coordinates the right models, sources, tools, and finance-specific skills to complete multi-step deal workflows, helping investment banks turn complex requests into review-ready outputs for pitches, client conversations, and live deals.
Use cases
Blueflame works across the M&A lifecycle, using Grata Intelligence’s proprietary market data and signals, your bank’s knowledge, transaction data, and evolving deal context to help your team execute more from pitch through close.
Turn fragmented market, company, and transaction data into focused research for client conversations, pitch preparation, and deal execution - covering market dynamics, growth drivers, competitive positioning, and valuation trends.
Build and prioritize target lists using market intelligence, transaction data, firm relationships, and client criteria to identify the companies most relevant to a mandate.
Identify and evaluate strategic and financial buyers based on acquisition history, portfolio fit, market relevance, and firm relationships to build and validate buyer lists faster.
Review VDR materials and other deal documents to surface key findings, inconsistencies, risks, and missing information, connecting diligence findings to relevant company and market intelligence.
Bring CRM, email, VDR materials, internal deal documents, research, and prior work into a dedicated workspace so your team can maintain deal context and keep execution moving.
Track meaningful developments across clients, targets, and sectors, connecting new signals to existing relationships and prior work, so coverage teams know when to engage, follow up, or act.
See how Blueflame, Datasite's M&A agent within Grata Intelligence, helps investment banks accelerate pitch preparation, identify buyers and targets, streamline diligence, and execute more across the deal lifecycle.
Straight answers on how Blueflame AI fits into your investment banking workflows.
Blueflame is Datasite’s M&A agent within Grata Intelligence. It is designed to understand and execute complex M&A work across the deal lifecycle, retrieving, reasoning, analyzing, and acting across connected data and context.
Investment banking teams can use Blueflame across the M&A lifecycle to conduct market and company research, identify and prioritize targets, build and validate buyer lists, prepare for client conversations, accelerate data room diligence, manage live deal workflows, and monitor clients, targets, and sectors.
Blueflame goes beyond answering questions or generating text. It can orchestrate the data, context, models, tools, and skills needed to execute multi-step M&A workflows, while working across the connected M&A data and context available in Grata Intelligence.
Blueflame can work across internal firm knowledge, deal documents, connected systems, transaction data, and the context generated as an opportunity progresses. That evolving context allows Blueflame and deal teams to build on prior research, analysis, diligence findings, and outputs rather than reconstructing the history of a deal for each new task.
Yes. Blueflame is built for sensitive investment workflows and is part of Datasite’s secure dealmaking stack, combining Blueflame’s enterprise-grade security controls with Datasite’s permissioned transaction infrastructure. It is SOC 2 Type II-certified, aligned with GDPR, CPRA, and GLBA, encrypts data in transit and at rest, keeps a full audit trail, stores data in isolated environments, does not train on customer data, and supports SSO and MFA.
