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Blueflame AI now integrates with FactSet, bringing together trusted financial data and advanced AI to transform how deal teams conduct research and diligence.
Through this integration, FactSet’s private company, M&A, ownership, and broader fundamental datasets are now accessible within Blueflame AI.
Users can ask questions such as, “What are the FY2025 EPS estimates for [Company]?” and receive structured responses without leaving the platform.
Blueflame AI’s integration with FactSet empowers deal teams to perform financial research through simple natural language queries, navigate complex public and private corporate hierarchies, and execute multi-step diligence workflows that unify external market intelligence with firm-specific knowledge.
What the FactSet integration includes
Blueflame AI’s FactSet integration allows users to:
- Automatically validate deal financials: Upload a CIM and cross-reference management's numbers against FactSet fundamentals to catch discrepancies during initial screening without hours of manual verification.
- Navigate complex capital structures: Map parent-subsidiary relationships and identify ultimate beneficial owners with a single query. Assess total exposure and integration risks across intricate ownership chains.
- Build comparables in seconds: Pull rolling consensus estimates for your peer set and populate pitchbook tables without touching a terminal. Get next year's revenue and EPS forecasts for any public company list instantly.
- Analyze credit parent structures: Identify where liability sits in complex capital structures and map guarantor relationships and credit parents to make informed lending decisions faster.
- Access private market intelligence: Look at comprehensive profiles on private prospects before your first call. See total capital raised, active investors, and latest valuations instead of piecing together fragmented data from unreliable sources.
- Benchmark against real data: Retrieve 3-year historical financials for private competitors and benchmark portfolio company performance against actual market data, not rough estimates.
The integration includes the following FactSet datasets:
- Fundamentals and financial statements
- Analyst consensus estimates
- Ownership and insider transactions
- M&A deal history
- Private company financials and funding data*
Note to Blueflame clients: Access to FactSet private company financials requires an additional FactSet license tier.
Supported use cases
Blueflame AI’s integration with FactSet supports the following AI use cases for dealmakers and investment firms:
Private Equity
Upload a CIM and automatically validate the target's claimed financials against FactSet's independent private company database to spot discrepancies immediately.
Core Blueflame AI functionality: Powered by Blueprints for deal scan automation, file interrogation for CIM analysis, and Chat for verification.
Private Credit
Determine the specific credit parent of a borrower, which may differ from the ultimate parent in PE-owned firms, to accurately assess who guarantees the debt and where the liability sits in the capital structure.
Core Blueflame AI functionality: Uses Chat for entity traversal and semantic analysis.
Investment Banking
Instantly retrieve rolling consensus estimates (Revenue, EPS) for the next fiscal year for a set of public peers to populate pitchbook comp tables without manual terminal lookups.
Core Blueflame AI functionality: Uses Chat for financial data retrieval and data analysis for modeling.
Frequently asked questions
What FactSet datasets are included in this integration?
Fundamentals and financial statements, analyst consensus estimates, insider transactions, private company financials, and funding data.
Do Blueflame AI users need FactSet to access this integration?
Any Blueflame AI user can access FactSet data at an additional cost. However, certain datasets require an additional license with FactSet. Contact your Customer Success representative for more information on pricing and packaging.
How does Blueflame AI handle private company data differently from general-purpose LLMs?
General-purpose LLMs pull from public sources and often hallucinate or provide outdated information about private companies. Blueflame AI queries FactSet's verified private company database directly, ensuring you get actual reported financials rather than AI-generated guesses.
Can I combine FactSet data with my internal files in the same query?
Yes, you can ask questions such as, "Compare this target's financials to what we projected in the Apollo deal memo," and Blueflame AI will pull from both FactSet and your internal documents stored in SharePoint or other connected systems.
How does this integration improve deal execution speed and quality?
The Blueflame AI FactSet data integration eliminates platform switching between FactSet terminals, internal files, and documents. CIM validation that once consumed hours now completes in minutes, while corporate ownership questions that required full-day research projects resolve in seconds. Data flows directly into investment memos without manual extraction or reformatting.
Get started with Blueflame AI + FactSet
Blueflame AI with FactSet data empowers deal teams to:
- Perform financial research through intuitive natural language queries
- Navigate complex public and private corporate hierarchies with clarity
- Execute multi-step diligence workflows that unify trusted external market intelligence with firm-specific knowledge
This reflects a commitment to delivering accuracy, efficiency, and intelligence across the full deal lifecycle.
Existing Blueflame AI customer?
If you have a FactSet license, contact your Customer Success representative to connect FactSet to your Blueflame AI account.
New to Blueflame AI?
Request a demo to see how Blueflame AI's FactSet integration eliminates platform-switching and data hunting. Watch how natural language queries pull validated private market intelligence alongside your internal deal files, turning multi-hour research projects into simple questions.
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