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With new AI models announced almost daily, Blueflame AI’s multi-model architecture cuts through the noise and evolves with the latest AI innovations, giving clients access to best-in-class tools without tying them to a single provider.
We assess what matters, integrate what works, and deliver it within a secure, governed environment built specifically for financial services.
This month’s focus wasn’t any different, with February’s product releases marking a major step forward for the Blueflame AI platform.
From meaningful upgrades to entirely new launches, each update is designed to centralize the AI intelligence you rely on, whether you’re at your desk or on the go.
Blueflame AI mobile app for iPhone and Android
We’ve expanded our platform with a fully native mobile app that brings secure, AI-powered investment analysis to iPhone and Android devices. This release enables investment professionals to stay productive and make data-driven decisions on the go, with the same powerful capabilities available on a desktop.
Key capabilities include:
• Intelligent document analysis. Ask questions and get AI insights from pitch decks, financial statements, and diligence materials right from your phone.
•Comprehensive workspace search. Quickly locate documents, chats, or data points.
• Blueprint workflow automation. Run, monitor, and manage automated workflows for screening, monitoring, and research.
• Seamless file access & sync. View and interact with all connected content, fully synchronized with your desktop workspace.
• Profile & preferences control. Manage user settings, notifications, and workspace access.
• Enterprise-grade security. Built-in support for MDM/MAM, SSO, encryption, conditional access, and remote wipe capabilities protects sensitive data in mobile contexts.
Customers can download the app from the iOS App Store and Google Play and log in with their existing credentials and SSO setup.
First look at agentic content and model creation capabilities
Now available to Blueflame Labs users, our agentic content creation tools powered by Claude, OpenAI, and Gemini accelerate content generation capabilities across Microsoft Excel, PowerPoint, and Word.
What’s new:
Blueflame Labs users can now quickly generate professional-grade slide decks, spreadsheets, and documents formatted specifically for financial services use cases, all within a single, agentic workflow. These capabilities include:
- Word documents: Research memos, deal summaries, process documentation, and diligence reports.
- Excel spreadsheets: End-to-end LBO and DCF models and analyses, customer retention analyses and KPI dashboards, financial analyses, and comparable companies.
- Excel sidebar: Next-generation Blueflame AI assistant embedded in Excel for creating, auditing, and editing sheets.
- PowerPoint presentations: IC-ready materials, pitch decks, board decks, and native charts with firm brand guidance and template support.
- @CodeExecution: Advanced Python-based data analysis and visualization to analyze across any document type and dynamically build novel outputs, including dynamic dashboards of sales funnels, retention data, and the ability to work through millions of rows of transaction data.
These new tools eliminate much of the manual “last mile” of research and analysis work: formatting slides, structuring memos, refining models, and preparing IC materials, so teams can focus on strategic decision-making instead of repetitive production tasks.
General availability for Blueflame AI’s agentic content creation tools will be rolling out soon.
About Blueflame Labs
Blueflame Labs is how we partner with clients to build what’s next. The program offers early access to new features, the opportunity to test what's coming next, and a direct channel to share feedback that shapes future releases. The program reflects our commitment to continuous innovation and building solutions around real investment workflows.
Interested in joining? Existing clients can reach out to their Blueflame representative to learn more and request access.
Grata integration enhanced with context-aware deal sourcing
With the Grata integration update, users can now access verified data on 19M+ public and private companies using natural language, refine results without repeating context, and move seamlessly from discovery to CRM updates to personalized outreach — all within Blueflame AI in a single, connected workflow.
This update turns basic data retrieval into a dynamic research experience. Users can run iterative deep dives, such as identifying lookalike companies and filtering by revenue, without losing context or needing perfectly phrased prompts.
Key capabilities include:
- Multi-turn workflows. Moves to a stateful model where users can iterate results without restating the company name or original criteria.
Example workflow:
- “@Grata Find similar companies to Orangetheory”
- “@Grata Exclude yoga classes ”
- “@Grata Show me contacts for each”
- Advanced filtering: The integration now supports simultaneous, multi-variable filters, specifically revenue and funding, to execute precise market segmentation in a single step.
- System transparency. Explicitly validates "null results" to confirm when companies don’t match the criteria, ensuring users trust the data rather than suspecting a bug.
See Blueflame AI’s latest product releases in action
From diligence to deal execution, there’s more value than ever waiting inside the Blueflame AI platform. Jump in and see how the latest releases can transform your workflow.
Existing customer?
👉 Log into Blueflame AI and head over to our Help Center for getting started guides, tips and tricks, and more (ensure your browser allows pop-ups to access the help center link or navigate to the Help button on your home screen).
New to Blueflame?
👉 Request a demo to see how Blueflame AI supports research, diligence, and decision-making.
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