Creating the AI Roadmap for Investment Professionals

Investment professionals recognize the value of AI – but how can they safely and economically deploy these solutions to generate tangible productivity and efficiency gains?  

On November 9, BlueFlame presented a live session to answer these questions and show investment professionals how to leverage tailored AI solutions to power their critical investment research, investor relations and fundraising activities – all while keeping critical security, privacy and compliance requirements top of mind.  

If you missed the live event, you can still catch the on-demand version here.

Some key topics we discussed include:

(5:02) Defining the AI Mission

BlueFlame was created to effectively mobilize AI technology for alts and meet you where you already work for maximum efficiency. Learn how to unlock valuable data, save time parsing through individual files - and get the result and value you need faster.

(6:43) Pairing Search with Action

Investment professionals can now use a single natural language prompt to search structured, unstructured and external data sources and leverage a bidirectional platform to read from or write to systems. Clients can now use BlueFlame to access the power of AI from the tools they use every day - including Slack, Teams, 1:1 chat, group chats and more.  

(8:42) How This Works in the Real World  

See how firms are using BlueFlame to supercharge their daily activities:  

• Need to prepare for upcoming meetings? Assemble profiles of participants and firms.
• Putting together a firm summary? Connect with systems like Pitchbook to provide details including team summaries, deal histories, files, news headlines, and more.
• Short on time and tasked with summarizing full data rooms with hundreds of files? Pull content on specific requests and easily see where the details came from.

(25:20) Layering with Compliance

Understand the security, privacy and compliance model that makes BlueFlame work for alts. We are SOC2 Type 1 certified with security, privacy and compliance built in from the ground up and a full SEC 17(a)-4 archive and the ability for clients to access any LLMs while enjoying an extra layer of protection from BlueFlame.

Want to learn more? Request a demo or contact us today to see how BlueFlame can help create your AI roadmap!‍