Dealmakers have their own unique preferences and processes. A CIM screen has a particular structure. An IC memo follows a specific format. A board slide reflects standards refined over years of partner reviews.
The challenge with bringing AI into that work is making surethose standards come along for the ride – that the output reflects how yourteam operates, not just how a model decides to format an answer.
That’s where Blueflame AI’s skills come in. Skills provide reusable instructions and guidance to Amp, Blueflame's AI agent for dealmakers, that help it perform specific types ofwork with more structure, consistency, and context. From CIM screens and drafts to data room reviews and builds, skills direct Amp to deliver outputs that are aligned with your firm’s specific preferences and expectations.
What are skills in Blueflame?
Skills are modular, reusable components that Amp can call upon to help it navigate user requests - embedding instructions, domain expertise, best practices, and output guidance into a discrete, reusable capability.
Designed to accelerate deal work, skills adapt the work to the request rather than running the same steps in the same order every time. Because they are invoked by Amp, skills harness the agent’s tenacity – they direct Amp to try alternatives, recover from failures, and ask you when a judgment call is needed.
By capturing the judgement, evidence standards, and failure modes for recurring workflows, skills equip Amp with context and structure – so each output is consistent with your firm’s standards.
How does Blueflame use skills?
Skills are how Blueflame’s Amp adapts to the way dealmakers actually work. Every firm has its own playbooks – how an IC memo gets written, how an LBO model gets built from a CIM, how a pitch deck gets structured.
Skills package those workflows into reusable instructions that are invoked by Amp automatically. When you ask Amp for help, it doesn't just give a generic answer, it runs a playbook embedded with financial expertise.
With Amp, you don’t need to decide which skill to use or how to phrase the request – the agent handles that for you. Whether the skill was built by Blueflame's experts or custom-authored by your firm, you simply describe what you need in plain language and the agent picks and runs the right skill based on your intent.
See Amp and skills at work:
What skills does Blueflame include?
From day one, Blueflame’s agent, Amp, can invoke 43 prebuilt skills that operationalize the recurring workflows at the heart of investment and deal work – screening, modeling, diligence, monitoring, and client-facing deliverables.
Built by Blueflame's team of former investment and banking professionals, each skill incorporates the depth of expertise and institutional knowledge that defines how these workflows are run in practice.
Here are a few skills already available in Blueflame out-of-the box:
- Generate sourcing lists and outreach: Produces a ranked target company list with rational and personalized outreach emails grounded in CRM context, internal notes, and live market research.
- Screen new deal opportunities: Turns a CIM into a structured screening memo with financials, key metrics, and answers to standard pursue-or-pass questions.
- Refresh precedent M&A transaction trackers: Builds a precedent transactions table for a sector or target with deal multiples, structure, and strategic rationale.
- Build LBO models: Builds an LBO workbook from a CIM or financial data pack with historicals, sources and uses, projections, and AVP returns.
- Run data room gap analyses for sell-side readiness: Audits a VDR or working folder by section to flag what's missing, sparse, or incomplete before going live.
- Draft IC memos: Assembles a pre-bid IC memo covering thesis, executive summary, financials, returns, risks and mitigants, and recommendations.
How do you create custom skills?
While Blueflame ships with a deep library of out-of-the-box skills, every firm has its own way of formatting, wording, and structuring work – and giving users and admins the ability to build their own skills is how we make sure Amp adapts to the specific way your firm works.
Individual users can create skills that stay in their own catalog, while admins are able to publish skills to the shared firm-wide library that everyone on the account can invoke.
There are a few ways to build a skill – including writing the package manually or uploading an existing skill – but the easiest path is right inside a chat.
Just finished a workflow you'd want to run again? Ask Amp to turn that conversation into a skill, and it'll capture your prompts, tools, and final deliverable into something reusable.
Prefer to design it from scratch? Kick off the skill-creation workflow and Amp will interview you on what the skill should do, what triggers it, what inputs it needs, and how the deliverable should be formatted.
For more tips on building your own skills, see the Skills user guide in the Blueflame help center. Navigate to User Guides then to Skills for getting started guides, tips and tricks, and more.
Frequently Asked Questions
What is a skill in Blueflame AI?
A skill in Blueflame AI is a reusable set of instructions that Amp – Blueflame's specialized agent for dealmakers – invokes to run a specific type of work. Each skill packages instructions, domain expertise, evidence standards, and output guidance for a recurring workflow like a CIM screen, IC memo, or LBO build, so Amp's outputs match your firm's standards rather than a generic model default.
How does Amp decide which skill to use?
Amp decides which skill to use based on your intent. You describe what you need in plain language and the agent picks the right skill – prebuilt by Blueflame or custom-authored by your firm – and runs it. You don't have to memorize skill names or phrase prompts a particular way.
Which prebuilt skills are available in Blueflame today?
Blueflame ships with 43 prebuilt skills covering sourcing, screening, modeling, diligence, monitoring, and client-facing deliverables. Examples include generating sourcing lists with outreach emails, screening CIMs into pursue-or-pass memos, refreshing precedent M&A trackers, building LBO models, running data room gap analyses, and drafting pre-bid IC memos.
Can our firm build its own custom skills?
Yes. Custom skills let your firm encode its specific way of formatting, wording, and structuring work. Individual users can create skillsthat stay in their personal catalog, while admins can publish skills firm-wide for everyone on the account. The fastest path is inside a chat – ask Amp toturn a completed workflow into a reusable skill, or kick off the skill-creation workflow and have Amp interview you on triggers, inputs, and output format.
Do skills work across different AI models?
Skills work across Blueflame's model-agnostic architecture, which means Amp can orchestrate different foundation models depending on the task – reasoning, extraction, summarization – without changing how the skill is invoked. As new models emerge, Blueflame integrates them so your skills continue to benefit without rework.
Bring your team’s way of working into Blueflame
Get started with skills to take the context and standards behind your firm’s key processes and preferences and turn them into repeatable workflows Amp can execute consistently across your team.
Existing customer?
👉 Log into Blueflame AI and head over to our Help Center. Navigate to User Guides then to Skills forgetting started guides, tips and tricks, and more.
New to Blueflame?
👉 Request a demo to see how Blueflame AI adapts to the way dealmakers and investment teams actually work.
