Blueflame connects proprietary firm data, relationship history, market intelligence, and live deal context so you can prioritize the right opportunities, prepare stronger client conversations, and keep execution moving without losing context across teams.
300+
Banks and advisors using Blueflame in VDR workflows
4,000+
Users working with the Blueflame agent inside Datasite data rooms
3x
Higher retrieval accuracy from lage data rooms vs. single-model providers
600+
Active Datasite projects powered by the Blueflame agent since May 2026
Connect proprietary firm data, relationship history, prior transactions, Datasite data rooms, Grata market intelligence, CRM, email, calendars, and other internal and third-party sources in a shared, permission-aware layer so you can see where relationships are strongest, where coverage leverage exists, and which opportunities deserve attention.
Synthesize company signals, relationship history, market activity, and supporting context so you can see where your firm has leverage and where a banker should engage next, prepare more relevant client conversations, and separate actionable openings from background noise.
Activate that context across coverage planning, meeting preparation, pitch development, diligence, Q&A, and client updates so the work stays grounded, review-ready, and easier to reuse from sourcing through execution.
Use cases
Blueflame helps you move from relationship mapping to origination to execution with the relevant firm and market context already in hand.
Bring together CRM, email, calendar activity, prior engagements, transaction history, and firm knowledge so you can see who knows whom and where the firm has credible access.
Evaluate relationship strength, company activity, market signals, sector relevance, and firm experience to decide where attention is most likely to create value.
Generate a sourced briefing that brings together company developments, leadership context, prior interactions, relationship history, relevant transactions, and current market activity.
Pull together the latest context around active mandates, live deals, and ongoing conversations so nothing important gets lost between teams or stages.
Connect ownership changes, company events, financing activity, transaction patterns, and sector developments with your firm’s relationships and experience to identify actionable openings.
Surface companies and situations that align with defined criteria, active themes, and the firm’s areas of expertise so origination teams can prioritize the most relevant opportunities.
Apply company, sector, relationship, market, and prior-deal intelligence to pitch development so client materials start from a more credible and relevant position.
Find relevant information across large, complex data rooms, surface supporting evidence, and preserve source material, analyses, and decisions for future reuse.
See how Blueflame helps your firm apply proprietary intelligence where it matters most—from deciding what to cover to winning mandates and carrying context through execution. Blueflame turns that intelligence into grounded, review-ready work across banking workflows.
Straight answers on how Blueflame AI fits into your investment banking workflows.
Blueflame is AI that helps investment banks connect proprietary firm data, Datasite data rooms, Grata market intelligence, and other internal and third-party sources so bankers can apply relationship and deal intelligence in context.
It helps senior bankers and investment division COOs see where the firm has leverage, decide which opportunities deserve attention, prepare stronger client conversations, and keep context moving across coverage, origination, and execution.
Blueflame is built to unify banking data, surface the most relevant signals and supporting context, and carry that context into grounded work across banking workflows.
Blueflame supports coverage and relationships, origination and winning, and execution and institutional memory, including relationship mapping, account prioritization, meeting prep, pitch development, diligence, Q&A, bid comparison, and client updates.
Yes. Blueflame uses a permission-aware, governed approach so proprietary and sensitive information remains controlled while bankers retain review and use decisions.
The main changes are more actionable coverage, stronger client engagement, and more opportunities converted.
