solutions

Generative AI Platform for Private Markets

BlueFlame AI provides a natural language interface to the data and systems relevant to your fund, whether cloud-based or local shared-drives. BlueFlame is natively integrated into Teams and Slack and provides a client-facing web application for interfacing with the BlueFlame AI agent or LLM of your choice.

Investment ProfessionalsFundraisingDeal SourcingPortfolio Value CreationLegal & Compliance

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

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

See how BlueFlame can work for your entire firm

Request a demo

Latest AI insights for Alts

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