Blueflame AI Assistant and MCP prompt library

Use these prompts to see how the Blueflame AI assistant and Datasite MCP can support deal teams across the full lifecycle of a transaction, from data room setup and launch readiness to active diligence, Q&A, buyer review, and final bid preparation.

Sales demo

Deal stage	Prompt	Best used by	Blueflame AI required
Pre-launch	Are there any contracts with unusual termination clauses, change-of-control provisions, or customer concentration risks?	Admin / Deal team	Yes
Pre-launch	What key financial, legal, HR, tax, or commercial documents appear to be missing from the data room?	Admin / Deal team	Yes
Pre-launch	What are the top 10 questions a buyer would likely ask based on the materials in this data room?	Admin / Deal team	Yes
Pre-launch	Summarize all leases in the data room, including expiry dates, renewal options, annual rent, and any change-of-control provisions.	Admin / Deal team	Yes
Active diligence	What EBITDA adjustments did the QoE team support versus what management originally claimed? Flag anything a buyer would challenge.	Admin / Deal team	Yes
Active diligence	Does the CIM show any metrics differently than the QoE report? Flag differences for the same period and explain why they may differ.	Admin / Deal team	Yes
Active diligence	Do any customer contracts automatically terminate if the company is sold? Flag the customer, revenue or ARR at risk, and what is needed to resolve it.	Admin / Deal team	Yes
Management prep	The buyer has noted discrepancies between the CIM and QoE report. What numbers look different, why do they differ, and what should the CFO be ready to explain?	Admin / Deal team	Yes
Management prep	Table every C-suite executive — base salary, bonus target, equity grant, and what happens to unvested equity if they are let go after close. Include any key person insurance.	Admin / Deal team	Yes
Management prep	How accurate has management been at hitting annual budgets historically? Based on the most recent quarterly actuals, are they on track to hit the current year plan?	Admin / Deal team	Yes

Admin and setup

Deal stage	Prompt	Best used by	Blueflame AI required
Material prep	Help me organize and categorize the source documents for this data room project.	Admin	No
Material prep	Suggest an optimal folder structure based on the documents we have collected and the type of deal we are preparing for.	Admin	No
Material prep	Review the files in this project and suggest clearer, more consistent document names.	Admin	No
Material prep	Identify documents that appear to be duplicates, outdated versions, or named inconsistently.	Admin	No
Project setup	Set up a new data room for this deal and recommend a folder index appropriate for the transaction.	Admin via MCP	No
Project setup	Create a numbered folder structure for a sell-side diligence process, including financial, tax, legal, HR, commercial, operational, and IT sections.	Admin via MCP	No
Project setup	Help me place the documents I have collected into the right folders in the data room.	Admin via MCP	No
Project setup	Invite these users to the project, assign the correct roles, and let me review the invitations before anything is sent.	Admin via MCP	No
Pre-launch	Which folders are empty, sparse, or appear incomplete before we open the data room?	Admin	No
Pre-launch	Review the data room and tell me whether it appears ready to launch. Highlight missing sections, quality issues, and major risks.	Admin / Deal team	Yes

MCP specific

Deal stage	Prompt	Best used by	Blueflame AI required
Portfolio view	Show me my active Datasite projects.	Any user via MCP	No
Project setup	Set up a new data room for Project Falcon. It is a mid-market business sale. Recommend the initial folder structure.	Admin via MCP	No
Project setup	Build a folder index for a sell-side diligence project and tailor it for a software company.	Admin via MCP	No
Project setup	Create the approved folder structure in the data room.	Admin via MCP	No
File management	Review file names in the data room and suggest standardized names that follow a consistent deal convention.	Admin via MCP	No
File management	Which sections of the data room are missing documents or appear underpopulated based on the folder index?	Admin via MCP	No
User management	Invite the following advisors as project admins and confirm when the invitations are ready to send.	Admin via MCP	No
Q&A management	Show me the open buyer questions, group them by category, and identify which ones need attention first.	Admin via MCP	No
Q&A management	Draft responses to the open buyer questions using only the documents in the data room.	Admin via MCP	Yes
Content search	Are there any red flags in the financial statements, customer contracts, or employee agreements?	Admin / Reviewer via MCP	Yes

Buy side review

Deal stage	Prompt	Best used by	Blueflame AI required
Initial review	How much of this company’s revenue is recurring versus one-time or potentially at risk? Summarize based on available documents.	Buyer / Reviewer	Yes
Initial review	Summarize AR aging, AP aging, and deferred revenue for the most recent period. Flag anything unusual versus prior periods.	Buyer / Reviewer	Yes
IC prep	What EBITDA adjustments did the QoE team support, what did management claim, and what items were rejected? What is the most defensible number for a buyer to model?	Buyer / Reviewer	Yes
IC prep	Identify the company’s largest customers, revenue contribution, contract terms, renewal status, and any concentration risk.	Buyer / Reviewer	Yes
Legal diligence	For each material agreement, identify whether a change of control requires consent, triggers termination, or creates a payment obligation.	Buyer / Reviewer	Yes
HR diligence	For each executive, what equity acceleration is triggered on a change of control — single trigger or double trigger? What is the total potential cost to the buyer?	Buyer / Reviewer	Yes
Commercial diligence	What do the available documents show about customer churn, retention, renewals, and expansion? Flag any inconsistencies across materials.	Buyer / Reviewer	Yes
Financial diligence	Compare historical budget accuracy to the current forecast. Is management on track to hit the current year plan?	Buyer / Reviewer	Yes
Compliance diligence	Identify regulatory, licensing, privacy, or compliance obligations that apply to the target. Flag missing documentation or apparent non-compliance.	Buyer / Reviewer	Yes
Final bid prep	Summarize the top 10 risks a buyer should consider before submitting a final bid. Group them by financial, legal, commercial, operational, and HR risk.	Buyer / Reviewer	Yes

Lifecycle skill alignment

Deal lifecycle stage	Relevant AI capability
Material preparation	Smart file renaming, document organization, duplicate identification, folder planning
Project setup	VDR index setup, project creation, folder creation, user invitation workflows
Pre-launch readiness	Data room gap analysis, document quality check, launch readiness review
Active diligence	Risk analysis audit, content search, contract review, financial comparison
Q&A management	Q&A organization, buyer question triage, bulk Q&A answer drafting
Buyer review	Revenue quality, working capital review, EBITDA analysis, contract and HR risk review
Management presentation prep	CFO call prep, discrepancy analysis, forecast credibility review
Signing and closing	Change-of-control review, consent tracking, equity acceleration analysis

Disclaimer

Some prompts require Datasite with Blueflame AI to be enabled because they involve AI powered search, document interrogation, comparison, or drafting grounded in data room content. Datasite MCP follows each user’s existing Datasite permissions and authentication. Users can only access projects, documents, and actions they are already permitted to access in Datasite. AI generated outputs should be reviewed by appropriate legal, financial, tax, or other advisors before being relied upon.