SOLUTIONS for private equity

Increase deal volume & quality with AI built for PE

Purpose-built for private equity workflows, BlueFlame empowers every team to scale insight, execution, and stakeholder trust across the deal lifecycle.

trusted by leading investment firms

Amplify every team's insights and impact

BlueFlame gives your team more leverage—not more noise—by automating the repeatable and surfacing what matters most. Here’s how private equity firms use BlueFlame AI to work smarter and faster.

Investment teams

Source, evaluate, and execute deals with deeper insights and greater precision.

Investor relations

Enhance LP relationship management with streamlined fundraising, due diligence, and quarterly reporting.

Legal & compliance

Accelerate reviews, ensure compliance, and unlock institutional knowledge.

Operations

Automate reporting, streamline coordination, and centralize operational workflows.

What our clients say

"Before BlueFlame AI, our bulk outreach process was time-consuming and repetitive—we were customizing each email by hand, which just didn’t scale. Now we can generate high-quality, personalized drafts in minutes. BlueFlame significantly reduced the time we spend on campaigns while helping us maintain a consistent tone and message."
Investment Team Associate, Private Equity Firm with $8B AUM

What our clients say

"Our investment team reclaimed countless hours of high-value time by using BlueFlame AI to automate transforming expert network transcripts into comprehensive daily summaries. This efficiency has saved our team nearly 3,000 hours by eliminating manual summarization work, allowing our professionals to focus on strategic decision-making rather than administrative tasks."
VP of Technology, Private Equity Firm with $65B AUM

What our clients say

"BlueFlame’s IC memo analysis automation saved me over 10 hours this weekend—I actually got to play golf."
Partner, Private Equity Firm with $10B+ AUM

What our clients say

"BlueFlame AI has saved my team time and improved our decision-making process. They knew my business and tailored the process to a number of my senior team members, providing a white glove approach."
Partner, Private Equity Firm with $15B+ AUM

BlueFlame AI use cases for PE

Expert network call summaries

Synthesize takeaways and clean up notes from expert network calls to easily share with the broader team.

Construct private company financials

Automatically gather private company financials from multiple source files.

CIM summary & intro memo creation

Extract core deal information from company materials and populate internal memo templates.

Board materials summary

Prepare for portfolio company board meetings with a condensed version of key updates and potential questions.

Ask questions of deal documents

Chat in natural language with market studies and third-party reports to identify themes and areas that require more scrutiny.

Analyze legal contracts

Compare key terms in NDAs, credit agreements, customer contracts, and purchase agreements.

Why BlueFlame AI for PE?

BlueFlame AI equips private equity teams with intelligent automation and 360° knowledge that enhances efficiency, expertise, and decision-making  

Connect internal & external knowledge

Quickly find the information you need with a unified intelligence foundation built on secure connections to internal and external data sources.

Enhance expertise & decision-making

Pair intelligent document processing with natural language chat and enterprise search to more efficiently analyze market trends and investment opportunities.

Boost efficiency & productivity

Automate routine tasks and sophisticated workflows with pre-built, end-to-end workflow automations.

Hear from our clients

"We were initially skeptical about adding another platform, but BlueFlame AI was incredibly easy to set up. Within days, it became a critical part of our daily workflow, saving us hours on data analysis."

John Harrison
Head of Research, CFI Partners

“With BlueFlame AI, we’ve reduced our compliance workload by 30%. It’s like having an extra set of hands in the office, allowing us to focus on what really matters.”

Samantha Lee
CCO, Charlesbank

“The insights we gain from BlueFlame AI are unmatched. Our investment strategies have become sharper and more targeted, leading to better outcomes for our clients.”

David Nguyen
Portfolio Manager, Lightyear Capital

FAQs

Commonly asked questions about BlueFlame AI

What roles at my firm can use BlueFlame AI?

BlueFlame AI is a firm-wide solution that can be used by everyone at your firm. We support use cases for investment teams, investor relations, operations, legal and compliance, and more.

How does BlueFlame AI help private equity firms?

BlueFlame AI streamlines document analysis, CRM updates, and meeting preparation with natural language processing, helping professionals make faster and more informed decisions.

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. The platform receives data and can update data from the system.

Does BlueFlame AI require extensive training to use?

Our customer success team works closely with you to deploy and train all users.

How secure is the data managed by BlueFlame AI?

BlueFlame AI follows industry-standard security protocols and completed the SOC 2 Type II certification. We take the steps necessary to ensure your data is securely stored and managed, including compliance with regulatory requirements.

Make every step of the PE lifecycle smarter

Discover how BlueFlame helps PE teams move with speed and confidence—without compromising quality or oversight.