The agentic AI platform purpose-built for dealmaking and investment workflows
Blueflame AI combines deep domain expertise, advanced reasoning models, and secure data connections to accelerate execution at every stage of the investment lifecycle.
Key features
Get more deals done faster—and better
Blueflame AI enables investment professionals to integrate internal knowledge and external data sources securely, execute complex multi-step workflows, and expand collective capacity to accelerate execution and better decision-making.
Workflow automations
Automate complex multi-step workflows so your team can get time back to focus on strategic, high-value work.
DDQ assistant
Lighten the load of the DDQ and RFP process by reducing completion time and enhancing accuracy.
Natural language chat
Ask questions of your data in plain language and get instant answers from across your firm’s files, emails, and systems.
Structured data tables
Quickly extract valuable insights from vast amounts of unstructured information across board decks, CIMs/CIPs, presentations, contracts, and more.
Domain-specific outputs
Get comprehensive, export-ready insights tailored to the unique context, terminology, and formatting investment professionals expect.
Bidirectional integrations
Blueflame offers secure connections to the systems you use every day. Pull from internal systems to inform outputs, then push updates back into CRMs and docs to keep everything current and consistent.
Global Search
Search and research across internal knowledge, connected applications, and web-based market intelligence in one step. Quickly find relevant content and get detailed, source-cited insights formatted in the way investment professionals expect.
Workflow automations
Automate complex multi-step workflows so your team can get time back to focus on strategic, high-value work.
DDQ assistant
Lighten the load of the DDQ and RFP process by reducing completion time and enhancing accuracy.
Natural language chat
Ask questions of your data in plain language and get instant answers from across your firm’s files, emails, and systems.
Structured data tables
Quickly extract valuable insights from vast amounts of unstructured information across board decks, CIMs/CIPs, presentations, contracts, and more.
Domain-specific outputs
Get comprehensive, export-ready insights tailored to the unique context, terminology, and formatting investment professionals expect.
Bidirectional integrations
Blueflame offers secure connections to the systems you use every day. Pull from internal systems to inform outputs, then push updates back into CRMs and docs to keep everything current and consistent.
Global Search
Search and research across internal knowledge, connected applications, and web-based market intelligence in one step. Quickly find relevant content and get detailed, source-cited insights formatted in the way investment professionals expect.
What our clients say
FAQs
Frequently asked questions about Blueflame AI
What roles at my firm can use Blueflame AI?
Blueflame AI is a firm-wide solution that can be used by everyone at your firm. We support use cases for deal advisors, investment teams, investor relations and fundraising, operations, legal and compliance, and more.
What types of firms does Blueflame AI serve?
Blueflame AI serves many types of investment firms, including private equity, private credit, real estate, endowments, investment banks, hedge funds, and more.
Can I use Blueflame AI with my existing data and systems?
Yes. Blueflame AI integrates with the systems and data providers used most commonly by investment firms. The platform receives data and can update data from the system.
What is Blueflame AI’s service model?
We are committed to providing our clients with high-touch service. Clients are assigned a dedicated Client Success Representative that will be their primary contact and is supported by a dedicated support services team. We provide timely responses to all questions and inquiries received during our operating hours.
Does Blueflame AI require extensive training to use?
Our Client Success team works closely with you to deploy and train all users.
How secure is the data managed by Blueflame AI?
Blueflame AI follows industry-standard security protocols and completed the SOC 2 Type II certification. We take the steps necessary to ensure your data is securely stored and managed, including compliance with regulatory requirements.
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See how Blueflame AI fits your firm's workflows and data environment.
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