Generative AI Platform for Private Markets
BlueFlame AI provides a natural language interface to the data and systems relevant to your fund, driving increased productivity and better investment decisions across the firm.
Investment professionals
Search across PDFs & unstructured content
Speed up the review of PDFs and unstructured content, including:
- Earnings transcripts
- Market research
- Expert network calls
- Board decks & portfolio company data
- Web scraping for industry / company information
Aggregate document reviews
Aggregate views across dozens of documents to:
- Extract & aggregate key data points into tables
- Create a time-series of views
Deal rooms
Q&A interface allows for:
- Faster diligence
- In-meeting data validation
- Finding historical views quickly
Deal Tracker/CRM interaction
Interact with your Deal Management System (DMS) or CRM via natural language prompts to:
- Save notes, updates, and tasks after meetings with targets
- Pull deal data and past deal history
Fundraising & investor relations
DDQ & RFP support
Quickly draft initial answers to incremental RFP and DDQ requests using:
- Previous DDQ and RFP responses
- Fund and regulatory documents
- Microsoft Excel plugin for pulling and analyzing data
LP / prospect meeting preparation
Prepare for LP meetings by looking up biographical information and prior interactions via:
- Select market data sources
- Internal emails, calendar invites, files, and CRM activities
CRM interaction
Interact with your CRM via natural language prompts to:
- Pull select data
- Email prospects
- Add notes and interaction details
- Update statuses
Deal sourcing
High-touch outreach
Communicate with contacts and prospects, including:
- Draft emails and campaign plans targeting specific contacts
- Call contacts and prompt to send emails
Prospect identification
Identify prospects via:
- Companies sourced through connected data platforms
- Company summaries
- Sectors, competitors, and themes
- Industry and research report summaries
CRM interaction
Interact with your CRM via natural language prompts to:
- Pull select data
- Email prospects
- Add notes and interaction details
- Update statuses
Meeting preparation
Prepare for LP meetings by looking up cross-data-source information including:
- Select market data sources
- Internal emails, calendar invites, files, and CRM activities
Portfolio value creation
Deal Management System interaction
Interact with your Deal Tracker or Deal Management System (DMS) via natural language prompts to:
- Save notes, updates, and tasks after meetings with targets
- Pull deal data and past deal history
Legal & compliance
Meet legal and compliance responsibilities
Stay informed on legal and compliance responsibilities, including:
- SEC ruling, guidance, and enforcement summaries
- Collaboration and
research questions - Client summaries
- Terms analysis and tracking
- Commentary summarization
- Side letters and NDAs
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