Frequently asked questions

Grata Intelligence is the agentic M&A workspace that helps dealmakers focus on the right opportunities and expand their capacity to act across the entire deal lifecycle so they can get more, better deals done. It brings together proprietary market data and signals, firm knowledge, VDR content, transaction data, and evolving deal context with Blueflame, Datasite’s M&A agent.

Grata Intelligence supports work across the M&A lifecycle — from sourcing and market research to diligence, analysis, execution, and monitoring. Dealmakers can find and evaluate companies, build target lists, analyze deal materials, create deliverables, monitor opportunities, and automate repeatable M&A workflows.

Blueflame is Datasite’s purpose-built M&A agent, helping dealmakers turn intelligence into action across the deal lifecycle. It supports sourcing, research, diligence, execution, and portfolio monitoring. Powered by agentic AI, Blueflame goes beyond answering questions to help teams analyze information, execute complex workflows, and produce deal-ready work.

Unlike general-purpose AI assistants, Blueflame is built specifically for M&A. It combines an understanding of dealmaking workflows with access to connected market intelligence, firm knowledge, and transaction information. Its model-agnostic architecture and purpose-built agents help teams move beyond search and analysis to execute complex tasks across the deal lifecycle. And as part of Datasite, Blueflame benefits from an ecosystem built around the needs of dealmakers.

Blueflame can reason across connected data sources and execute multi-step workflows for common M&A tasks. It can help teams research markets, identify acquisition targets, analyze companies, review diligence materials, prepare investment memos, and generate recurring portfolio updates.

Blueflame is designed for confidential deal work. Its enterprise security architecture includes encryption, role-based access controls, and audit trails. Your firm’s data is not used to train AI models. When working with Datasite data rooms, AI access follows the permissions established for the relevant users and projects.

Blueflame is built for dealmakers across private equity, investment banking, private credit, and corporate development. As Datasite’s M&A agent within Grata Intelligence, Blueflame connects proprietary market intelligence, firm knowledge, transaction data, and deal context to help teams make better-informed decisions and get more work done. It helps teams execute complex workflows across the deal lifecycle, from market research, sourcing, and target identification to due diligence, financial analysis, portfolio monitoring, and reporting.

Blueflame within Grata Intelligence supports a wide range of workflows across the M&A lifecycle, including market research and mapping, investment thesis development, target identification and prioritization, deal sourcing and screening, CIM and due diligence analysis, financial modeling, buyer list building, and pitch preparation.

Blueflame within Grata Intelligence can work across proprietary market intelligence, company and transaction data, firm knowledge, connected third-party sources, and deal documents, including virtual data room content. By bringing together relevant information and evolving deal context, Blueflame helps dealmakers perform more informed research, analysis, and execution without constantly switching between disconnected tools.