Introducing Grata Intelligence: A More Connected Way to Execute M&A

M&A depends on context, speed, and execution. But when market data, firm knowledge, deal activity, and workflows are fragmented across systems and people, teams miss opportunities, waste time on lower-potential deals, and make decisions without the full picture.

Today, we're introducing Grata Intelligence, Datasite's agentic M&A workspace built to bring the context and execution behind dealmaking into one connected environment.

What Is Grata Intelligence?

Grata Intelligence brings together two things we believe are increasingly essential to modern dealmaking: a connected M&A data foundation and an agent built to act across it.

The connected foundation brings together Grata’s proprietary market data and signals with internal firm knowledge, VDR content, and evolving deal context.

Blueflame, Datasite's M&A agent, works across that information to take on complex, multi-step M&A workflows from sourcing and research through diligence, close, and monitoring.

Together, they create an agentic M&A workspace where dealmakers and the agent can access the same connected, evolving context as an opportunity moves through the deal lifecycle.

Built for Better M&A Outcomes

The quality of an AI agent isn’t determined by the underlying model alone. It depends on the data and context available to it, how effectively that information is retrieved, and how intelligently the work is orchestrated.

That matters particularly in M&A.

Dealmakers rarely make decisions based on a single source of information. They combine market intelligence with what their firm already knows, previous research, relationships, transaction information, deal documents, and new findings generated as a process unfolds.

Grata Intelligence makes more of that information available to Blueflame.

When relevant data and context are already integrated and available to the agent, Blueflame can spend less time searching for and assembling information and more time reasoning over it and executing the work that follows.

And the impact is measurable. In our testing of the same sourcing workflow, Grata Intelligence operated at 84% lower cost than a frontier model accessing Grata data through MCP. Compared with a leading frontier model without Grata data, it delivered a 29% higher quality output score.

Blueflame also brings an execution layer purpose-built for complex M&A work. On complex VDR analysis, Blueflame is 3x faster than a leading frontier model while operating at 51% lower cost.  

The value is in the combination: better context helps dealmakers identify where to focus and build conviction faster. Greater execution capacity helps them act on those decisions. Together, Grata Intelligence helps teams direct more of their time, judgment, and execution toward the opportunities with the strongest potential—so they can get more, better deals done.

What You Can Do with Grata Intelligence

Grata Intelligence supports dealmakers across the M&A lifecycle, with capabilities spanning sourcing, research, diligence, execution, and monitoring:

• Sourcing and discovery: Find companies, markets, and opportunities; build target lists; identify similar companies; screen opportunities against an investment thesis; and find relevant buyers or bankers.

• Company and market research: Evaluate companies and markets using structured data, contextual research, and supporting evidence.

• Diligence and deal analysis: Analyze CIMs, VDRs, financials, contracts, and other deal materials across multiple documents and sources.

• Modeling and deliverables: Support financial modeling and create PowerPoint and Excel outputs from analysis and deal work.

• Agentic workflow automation: Use Agent Tasks, scheduled workflows, email-initiated tasks, and skills to automate repeatable M&A activities.

• Monitoring: Track markets, companies, investment theses, portfolios, ownership and transaction signals, and other relevant changes over time.

• Projects and pipeline management: Organize deal context and team collaboration, manage lists and pipelines, and keep relevant work and information together as opportunities progress.

What Grata Intelligence Means for Current Customers

For current Grata customers, Grata Intelligence significantly expands what your team can accomplish beyond finding and evaluating opportunities into diligence and monitoring workflows. Blueflame brings M&A-specific agentic capabilities into the experience, giving teams the ability to execute complex, multi-step workflows across the deal lifecycle.

For current Blueflame customers, Grata Intelligence adds direct access to Grata’s differentiated private-market data and signals. With more relevant information integrated and available to the agent, Blueflame can reduce unnecessary searching and improve quality, speed, and cost.

Grata Intelligence also launches with Blueflame 5.1, the newest version of Datasite’s M&A agent. Blueflame 5.1 improves retrieval across complex deal data, delivers faster performance on complex tasks, and executes more efficiently—strengthening the agentic capabilities available within Grata Intelligence.

For both customer bases, the value comes from the combination: better context to know where to focus and agentic capabilities that expand what the team can accomplish.

Built for What’s Next in M&A

Grata Intelligence is part of a larger vision for how M&A gets done. Datasite is building the essential infrastructure for M&A—secure, AI-native technology, integrated product and market intelligence, and enterprise systems designed to support dealmakers at global scale.

Grata Intelligence advances that vision by connecting more of the information, context, and execution behind the deal lifecycle. As AI takes on a larger role in complex M&A work, the advantage will come not from AI alone, but from giving it the right data and context to work alongside dealmakers effectively.

Grata Intelligence is built for that future: helping teams make better-informed decisions, expand what they can accomplish, and move the right opportunities forward with greater speed and conviction.

See Grata Intelligence in action. Request a demo.

FAQs

What is Grata Intelligence?

Grata Intelligence is the agentic M&A workspace that helps dealmakers focus on the right opportunities and expand their capacity to act across the entire deal lifecycle so they can get more, better deals done. It brings together Grata’s proprietary market data and signals, firm knowledge, VDR content, and evolving deal context with Blueflame, Datasite’s M&A agent.  

What is an agentic M&A workspace?

An agentic M&A workspace is a unified environment that brings together the proprietary data, context, and workflows dealmakers need to focus on the right opportunities and execute work across the deal lifecycle. Connected data and context inform decisions, while AI built for M&A helps execute the work that follows.

What are the core components of Grata Intelligence?

Grata Intelligence combines two core components: a connected M&A data foundation that brings together differentiated proprietary data and signals, firm knowledge, VDR content, and evolving deal context; and AI built for M&A, with Blueflame retrieving, reasoning, analyzing, and acting across that foundation to execute complex, multi-step M&A workflows.  

What is Blueflame?

Blueflame is Datasite’s M&A agent and the AI agent within Grata Intelligence. It is designed to understand and execute complex M&A work across the deal lifecycle. Rather than simply answering questions or generating text, Blueflame can take a natural-language prompt and orchestrate the right models, files, data, tools, and skills to execute multi-step workflows. Grata Intelligence launches with Blueflame 5.1.  

What is evolving deal context, and how is it used as a deal progresses?

Evolving deal context is the information and knowledge generated as an opportunity or deal progresses. It can include research and prior analysis, deal documents, chats, new diligence findings, and outputs produced during the process. Grata Intelligence helps preserve that context so dealmakers and Blueflame can work from an increasingly complete understanding rather than repeatedly reconstructing the history of an opportunity.