Accelerate deal making and relationship intelligence with agentic AI
Blueflame AI equips investment banks to move faster, uncover hidden opportunities, and automate high-value workflows across sourcing, research, and deal execution.
Use cases
Agentic AI for investment bankers, associates, and deal teams
Explore targeted applications that accelerate sourcing, enhance relationship intelligence, and simplify execution.
Relationship-driven deal sourcing
Pinpoint overlooked sponsor and corporate connections by analyzing CRM activity, communication history, and past transactions. Blueflame AI helps teams uncover warm leads and craft personalized outreach that drives results.
Public Information Book (PIB) development
Reduce the time spent compiling PIBs. Blueflame AI automates data collection from public sources, internal files, and databases to produce the first draft — structured and organized for fast review.
CRM relationship intelligence
Turn your CRM into a strategic asset. Blueflame AI enriches records with real-time relationship intelligence, highlighting relevant touchpoints and suggesting context-aware actions to deepen sponsor and client engagement.
Market research acceleration
Generate research memos and opportunity briefs in record time. Blueflame AI blends market data, internal knowledge, and predictive signals to help bankers position deals with sharper narratives and greater conviction.
Sponsor meeting prep
Generate dynamic briefing documents before every meeting — aggregating insights from CRM, public filings, past deal activity, and internal notes to deliver actionable insights that strengthen relationships.
Data room intelligence
Scan thousands of data room documents, extract critical information based on customized deal checklists, and flag potential issues or opportunities that might otherwise be overlooked in the traditional manual review process.
Relationship-driven deal sourcing
Pinpoint overlooked sponsor and corporate connections by analyzing CRM activity, communication history, and past transactions. Blueflame AI helps teams uncover warm leads and craft personalized outreach that drives results.
Public Information Book (PIB) development
Reduce the time spent compiling PIBs. Blueflame AI automates data collection from public sources, internal files, and databases to produce the first draft — structured and organized for fast review.
CRM relationship intelligence
Turn your CRM into a strategic asset. Blueflame AI enriches records with real-time relationship intelligence, highlighting relevant touchpoints and suggesting context-aware actions to deepen sponsor and client engagement.
Market research acceleration
Generate research memos and opportunity briefs in record time. Blueflame AI blends market data, internal knowledge, and predictive signals to help bankers position deals with sharper narratives and greater conviction.
Sponsor meeting prep
Generate dynamic briefing documents before every meeting — aggregating insights from CRM, public filings, past deal activity, and internal notes to deliver actionable insights that strengthen relationships.
Data room intelligence
Scan thousands of data room documents, extract critical information based on customized deal checklists, and flag potential issues or opportunities that might otherwise be overlooked in the traditional manual review process.
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Experience agentic AI built for investment banking
Request a demo to see how Blueflame AI can help your team move faster, build stronger relationships, and close more deals.
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