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5

min read

September 24, 2025

Smarter Deal Sourcing with Blueflame AI and Grata

Paul-Adrien Morange

Blueflame AI

Table of Contents

Deal sourcing and screening shouldn’t slow you down. But for many teams in private equity, investment banking, and M&A advisory, sourcing often involves fragmented data, duplicate work, and switching between tools. All challenges that slow deal flow, increase noise, and introduce risk.

That’s why we’re excited to announce Blueflame AI’s integration with Grata, the market-leading company intelligence platform for dealmakers. With this integration, Blueflame brings Grata’s data on over 19 million public and private companies directly into your sourcing and screening workflows—helping your team uncover better targets, move faster, and make more informed decisions.

Why this integration matters

Blueflame is built to unify internal and external knowledge into a single data fabric that powers faster, smarter investment decisions. With Grata, we’re deepening that unification by connecting market-leading company intelligence with the agentic AI workflows investment professionals use every day to get work done.

That means less context switching, less duplicated effort, and fewer missed opportunities. It also means better sourcing and screening—from initial target discovery to enrichment, analysis, outreach, and CRM tracking.

What you can do with Blueflame + Grata

Blueflame brings Grata’s verified company intelligence directly into Global Search, Chat, and Blueprints (Nexus support coming soon), so you can move from discovery to action without switching tools.

  • Source and screen qualified targets efficiently: Search Grata’s company data from within Blueflame and save results to your lists and trackers.
  • Find lookalikes and adjacencies: Run similar searches to surface comps, adjacent categories, and roll-up candidates that weren’t on your radar.
  • Evaluate fit with confidence: Use firmographic, investor, ownership, and board data to quickly assess alignment with your thesis.
  • Keep systems clean and current: Enrich CRM records and Blueflame tables with accurate company data without manual reformatting.
  • Expand beyond common lists: Identify off-market and under-the-radar companies with broader market visibility and precise filtering.

How this is different

The Blueflame + Grata integration goes beyond data access. Here's what makes it different:

  • Provides an exclusive integration that brings Grata’s verified company intelligence together with Blueflame’s agentic AI workflows to deliver fast, actionable insights tailored to the way investment professionals work.
  • Offers verified, filing-based company data, not scraped web content or estimates. This enables more confident qualification and smarter outreach.
  • Unifies data across Blueflame, Grata, CRM, and Outlook, so your team can move faster from discovery to execution with a consistent, complete picture of the market.
  • Purpose-built for investment workflows, not a generic sourcing tool or static database.

A strategic step forward

This integration is part of our broader strategic partnership with Grata and our shared vision within the Datasite ecosystem: to transform M&A value creation through integrated secure content, market data, and agentic AI.

We’re excited to roll out additional features over the next few months to help you make faster, better decisions across the investment lifecycle. Watch this space for all the latest updates.

Getting started

Blueflame clients with a Grata API license can access the integration's capabilities now. If you have any questions, reach out to your Blueflame Client Success representative.

If you're not a Grata customer and want to implement the integration, reach out to your Blueflame Client Success representative.

If you’re not a Blueflame customer and are interested in seeing the integration in action, request a demo to schedule a walkthrough.