Inform with Grata Intelligence
Identify better opportunities, build conviction faster, and win more of the right deals with the agentic AI workspace.
Blueflame
Accelerate deal execution
Focus on the right opportunities, act with greater conviction, and move more of the best deals forward with Blueflame.
Your agentic AI workspace
Build your momentum
See the full picture
Connect market data, firm knowledge, proprietary transaction data, and deal context so AI can reason across it all. Find opportunities, signals, and connections others may miss.
Find the right deals
Identify stronger opportunities earlier, evaluate what’s worth pursuing, and focus your team’s time and resources where they have the greatest potential.
Simplify complex workflows
Research, analyze, and execute multi-step workflows across sourcing, screening, diligence, analysis, execution, and monitoring—reducing manual work at every stage.
Turn insight into action
Create source-grounded analysis, summaries, IC materials, pitch content, portfolio updates, and other deal-ready deliverables in a secure environment built for confidential deal work.
Meet your new dealmaking agent
Trusted by
Your essential AI agent
Agentic AI that gets M&A
Transact with Blueflame
Ask natural questions, generate review-ready outputs, and spot potential gaps with AI inside your data room.
Decide with Sherpany
Make the most of your meetings and compound your impact with Sherpany’s management technology.
Inform with Grata Intelligence
Identify better opportunities, build conviction faster, and win more of the right deals with the agentic AI workspace.
Transact with Blueflame
Ask natural questions, generate review-ready outputs, and spot potential gaps with AI inside your data room.
Decide with Sherpany
Make the most of your meetings and compound your impact with Sherpany’s management technology.
Your success
Worldwide impact
- 2b2bTokens processed per day
- $2t$2tClients' total AUM
- 11k11kBlueprint workflows run
- 3k3kUsers and growing
- 2b2bTokens processed per day
- $2t$2tClients' total AUM
- 11k11kBlueprint workflows run
- 3k3kUsers and growing
See how Blueflame keeps deal work moving
Awards
Recognized for innovation, usability, and customer satisfaction
Best Ease of Use
Awarded by Capterra based on customer satisfaction ratings.
TrustRadius Top Rated
Awarded by TrustRadius based on verified customer satisfaction ratings.
BIG Artificial Intelligence Excellence Award
Recognized by the Business Intelligence Group (BIG) for excellence in bringing AI to life and applying it to solve real problems.
2026 Best Companies List
Seramount's annual list recognizes organizations that set the standard for workplace culture, employee well-being, and support for working parents.
Inside Sales Team of the Year
Recognized by the Stevie Awards for Sales & Customer Service for excellence in customer service, contact center, business development, and sales professionals.
Domain Specific AI Platform of the Year
Datasite, Grata, and Blueflame AI were recognized with a Stevie Award for Technology Excellence, honoring their unified AI-powered platform for private market dealmaking.
The essential M&A infrastructure
Close the gaps
When sourcing, diligence, and decisions happen in silos, momentum stalls and you lose valuable context.
Bring your people, workflows, and intelligence together with the essential infrastructure for M&A.
Trust
Secure your deals with confidence on the platform dealmakers trust to protect the world’s biggest transactions.
Trust
Secure your deals with confidence on the platform dealmakers trust to protect the world’s biggest transactions.
Your essential security
Protect your deals
AI governance
The first data room to be certified with ISO/IEC 42001 for AI governance.
Data encryption
Safe hosting on Microsoft Azure and data encryption in transit and at rest.
Global compliance
GDPR and CPRA compliant, ISO/IEC 27001, 27017, 27018, 27701 certified, and SOC 2 Type II attested.
Operational assurance
Trusted third parties conduct regular code scans and penetration tests.
Success stories to inspire your next deal
See real results from leading organizations that trust Datasite to move their deals forward when the stakes are high and pressure is mounting.
Human expertise behind every deal
Datasite Assist is your global support team, available 24/7/365 in 20+ languages. With a 4.5 CSAT score and 50,000+ hours saved on projects, our experts are ready to help with any of your deal needs.
North America
Take the next step with Blueflame
See Blueflame in action
Get a guided walkthrough of how Blueflame accelerates research and insight generation.
Stay up to date
Get the latest market news and platform updates directly to your inbox.
Frequently asked questions
Blueflame is the intelligent deal workspace for Private Equity, Private Credit, Investment Banking, and other investment firms. The platform's LLM-agnostic architecture and intelligent data layer power flexible, multi-model orchestration that enables smarter decision-making across sourcing, research, diligence, portfolio monitoring, and other investment management use cases.
Blueflame is not a chatbot, a copilot, or a wrapper around a single LLM. It is an LLM-agnostic, multi-model agentic AI platform purpose-built for dealmakers and investment firms. The architecture is designed to evolve alongside the technology — so the AI you adopt today is better tomorrow, not obsolete. And it is backed by Datasite, with 50+ years of trust in the dealmaking ecosystem.
Your firm’s confidentiality is protected at every layer. Blueflame is SOC 2 Type II certified with encryption at rest and in transit, role-based access controls, and full audit trails. Your data is never used to train AI models. We comply with GDPR, CCPA, and firm-specific data-governance requirements.
It means you are never locked into a single AI provider. Blueflame continuously evaluates, tests, and integrates the latest foundation models — Claude, ChatGPT, Gemini, Grok, and others — so your firm always has access to best-in-class AI capabilities without migration risk.
Agentic AI refers to intelligent systems that can reason, plan, and execute multi-step tasks on your behalf. In Blueflame, these take the form of Blueprints—automated workflows that call multiple data sources, apply firm-specific logic, and deliver consistent, context-formatted outputs.
Blueflame integrates with the systems and data providers used most commonly by dealmakers and investment firms, including Datasite data rooms, Grata, Microsoft Outlook, Salesforce, DealCloud, and others. Blueflame also connects to your firm’s internal knowledge—emails, shared drives, investment memos, and fund documents—as well as public external sources including regulatory filings, company websites, and news. This creates a unified data fabric that enables faster, more informed decisions across sourcing, diligence, and monitoring.
Technology alone does not transform a firm. Blueflame pairs the platform with a white-glove customer success team that manages onboarding, training, optimization, and firm-wide rollout. Our team combines decades of investment management experience with AI expertise to ensure adoption compounds over time — from individual users to every team.
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