Give private equity teams more leverage at every stage

Blueflame, Datasite’s M&A agent within Grata Intelligence, helps private equity teams understand and execute complex M&A work, from researching markets and evaluating opportunities to accelerating diligence and monitoring.

Proven in real M&A workflows

3x faster

on complex VDR analysis vs. a leading frontier model

51% lower cost

on complex VDR analysis vs. a leading frontier model

84% lower cost

on the same sourcing workflow vs. a leading frontier model using Grata data via MCP

29% higher quality score

on the same sourcing workflow vs. a leading frontier model without access to Grata data

123/3

Why Blueflame

Why Blueflame

Why Blueflame

1/3Why Blueflame

Know where to focus with more complete context

Blueflame works across Grata’s proprietary market intelligence and signals alongside your firm’s knowledge, VDR content, connected sources, and evolving deal context - giving the agent a more complete understanding to deliver relevant, high-quality work.

2/3Why Blueflame

Do more with your firm’s intelligence

Blueflame goes beyond surfacing insights to execute complex, multi-step M&A workflows, turning connected intelligence into work your team can use and act on.

3/3Why Blueflame

Win more by focusing your team where it matters

Blueflame takes on more of the research, analysis, preparation, and recurring work behind a deal, so your firm can spend more time applying judgment, building conviction, and moving the right opportunities forward.

Move your best deals forward with Blueflame

Blueflame works across the M&A lifecycle, using Grata Intelligence’s proprietary market data and signals, your firm’s knowledge, data room content, and evolving deal context to help your team execute more at every stage.

Market research & thesis generation

Use Blueflame to research markets, size opportunities, identify attractive subsectors, and assess competitive dynamics, then turn an investment thesis into actionable areas of focus.

Target list building & prioritization

Build targeted company lists around your investment criteria, then use connected market intelligence and firm context to identify and prioritize the opportunities worth pursuing.

Inbound deal screening

Screen inbound opportunities against your investment criteria. Summarize the business and investment case, surface key risks, and identify the questions that warrant deeper diligence.

CIM & diligence analysis

Turn CIMs, VDR materials, expert calls, and other deal documents into structured analysis - surfacing financials, key findings, risks, open questions, and implications for the investment thesis.

Portfolio monitoring

Use Blueflame to refresh portfolio reporting, analyze financials and KPIs, and surface operating trends and issues using the models and workflows your team already relies on.

Exit planning

Bring together portfolio performance, market conditions, comparable transactions, buyer activity, and investment history to evaluate exit timing and prepare for the path ahead.

Meet Grata Intelligence

Blueflame coordinates the right models, sources, tools, and finance-specific skills to complete multi-step deal workflows, helping private equity teams turn complex requests into review-ready outputs that keep deals moving.

Connected to your firm's investment ecosystem

Grata Intelligence connects the market data, firm knowledge, deal context, and systems your team relies on. Blueflame works across that connected context to research, analyze, and execute with a more complete understanding of every deal.

Three-dimensional triangular loop with gradient colors transitioning from blue to purple.

Microsoft 365

Datasite

Abstract logo with two interlocking shapes, one turquoise on top and one blue on bottom.

Grata

White Salesforce text inside a blue cloud shape logo.

Salesforce

Experience AI built for private equity

See how Blueflame can help your private equity firm research faster, evaluate opportunities, accelerate diligence, and stay closer to every investment.

Frequently asked questions

Straight answers on how Blueflame AI fits into private equity workflows.

What is Blueflame?

Blueflame is Datasite’s M&A agent within Grata Intelligence. It is designed to understand and execute complex M&A work across the deal lifecycle, retrieving, reasoning, analyzing, and acting across connected data and context.

How can private equity teams use Blueflame?

Private equity teams can use Blueflame, the M&A agent within the Grata Intelligence platform, across the investment lifecycle to conduct market research and thesis generation, target identification, opportunity screening, CIM analysis, diligence, expert-call analysis, portfolio monitoring, investor reporting, and exit planning.

How is Blueflame different from a general-purpose AI assistant?

Blueflame goes beyond answering questions or generating text. It can orchestrate the data, context, models, tools, and skills needed to execute multi-step M&A workflows, while working across the connected M&A data and context available in Grata Intelligence.

How does Blueflame use my firm’s data and deal context?

Blueflame can work across internal firm knowledge, deal documents, connected systems, transaction data, and the context generated as an opportunity progresses. That evolving context allows Blueflame and deal teams to build on prior research, analysis, diligence findings, and outputs rather than reconstructing the history of a deal for each new task.

Is Blueflame secure enough for confidential deal work?

Yes. Blueflame is designed for sensitive deal, portfolio, and investor workflows, with enterprise-grade security, privacy, permissions, source-grounded outputs, and human review where appropriate.