Giving Investor Relations and Fundraising Professionals their AI Roadmap

Generative AI has the potential to transform how investor relations and fundraising professionals perform their daily activities – but these professionals realize they need the right approach that’s tailored to their industry-specific requirements so they can reap the material time savings and efficiency gains AI offers.  

On November 14, 2023, BlueFlame AI presented a live session to demonstrate how our investor relations and fundraising clients are tapping into the power of AI while building in the necessary security, privacy and compliance components.

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

Some key topics we discussed include:

(3:51) Designing the AI Roadmap

BlueFlame is helping alts apply generative AI to drive maximum operational impact and generate resource and cost savings while ensuring security, privacy and compliance. BlueFlame’s bidirectional capabilities allow clients to tap into the power of AI to read from or write to the CRMs, research and deal management tools, data rooms and proprietary systems they use every day. Understand how you can quickly access and analyze critical data and improve data quality with BlueFlame.

(6:07) Supercharge Your Daily Activities

See how firms are using BlueFlame in the real world:

• Update statuses within your CRMs in seconds from BlueFlame using your account permissions
• Request bullet points of strategic priorities from large PDF transcripts and documents such as board decks that you need for important meetings
• Ask questions against your RMS or DDQs to summarize the content, including images or tables

(23:33) Keeping Security Top of Mind

BlueFlame is SOC2 Type 1 certified with the security, privacy and compliance model that makes our technology work for alts. Built with a full SEC 17(a)-4 archive, clients can access any LLMs with an extra layer of protection from BlueFlame.

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