InformationBodyBlueflame 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. Note: Prompts marked Blueflame AI required involve searching, reading, comparing, summarizing, or drafting from dataroom document content, and require the project to have Blueflame AI enabled. All actions taken by AI, whether Blueflame AI or our MCP Server, follow existing Datasite permissions and authentication. Responses are grounded only in documents that the user has permission to access. AI output should be reviewed by advisors before relying on it. Sales demoAdmin and setupMCP SpecificBuy side reviewLifecycle skill alignment Sales demo Deal stagePromptBest used byBlueflame AI requiredPre-launchAre there any contracts with unusual termination clauses, change-of-control provisions, or customer concentration risks?Admin / Deal teamYesPre-launchWhat key financial, legal, HR, tax, or commercial documents appear to be missing from the data room?Admin / Deal teamYesPre-launchWhat are the top 10 questions a buyer would likely ask based on the materials in this data room?Admin / Deal teamYesPre-launchSummarize all leases in the data room, including expiry dates, renewal options, annual rent, and any change-of-control provisions.Admin / Deal teamYesActive diligenceWhat EBITDA adjustments did the QoE team support versus what management originally claimed? Flag anything a buyer would challenge.Admin / Deal teamYesActive diligenceDoes the CIM show any metrics differently than the QoE report? Flag differences for the same period and explain why they may differ.Admin / Deal teamYesActive diligenceDo 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 teamYesManagement prepThe 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 teamYesManagement prepTable 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 teamYesManagement prepHow 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 teamYes Admin and setup Deal stagePromptBest used byBlueflame AI requiredMaterial prepHelp me organize and categorize the source documents for this data room project.AdminNoMaterial prepSuggest an optimal folder structure based on the documents we have collected and the type of deal we are preparing for.AdminNoMaterial prepReview the files in this project and suggest clearer, more consistent document names.AdminNoMaterial prepIdentify documents that appear to be duplicates, outdated versions, or named inconsistently.AdminNoProject setupSet up a new data room for this deal and recommend a folder index appropriate for the transaction.Admin via MCPNoProject setupCreate a numbered folder structure for a sell-side diligence process, including financial, tax, legal, HR, commercial, operational, and IT sections.Admin via MCPNoProject setupHelp me place the documents I have collected into the right folders in the data room.Admin via MCPNoProject setupInvite these users to the project, assign the correct roles, and let me review the invitations before anything is sent.Admin via MCPNoPre-launchWhich folders are empty, sparse, or appear incomplete before we open the data room?AdminNoPre-launchReview the data room and tell me whether it appears ready to launch. Highlight missing sections, quality issues, and major risks.Admin / Deal teamYes MCP specific Deal stagePromptBest used byBlueflame AI requiredPortfolio viewShow me my active Datasite projects.Any user via MCPNoProject setupSet up a new data room for Project Falcon. It is a mid-market business sale. Recommend the initial folder structure.Admin via MCPNoProject setupBuild a folder index for a sell-side diligence project and tailor it for a software company.Admin via MCPNoProject setupCreate the approved folder structure in the data room.Admin via MCPNoFile managementReview file names in the data room and suggest standardized names that follow a consistent deal convention.Admin via MCPNoFile managementWhich sections of the data room are missing documents or appear underpopulated based on the folder index?Admin via MCPNoUser managementInvite the following advisors as project admins and confirm when the invitations are ready to send.Admin via MCPNoQ&A managementShow me the open buyer questions, group them by category, and identify which ones need attention first.Admin via MCPNoQ&A managementDraft responses to the open buyer questions using only the documents in the data room.Admin via MCPYesContent searchAre there any red flags in the financial statements, customer contracts, or employee agreements?Admin / Reviewer via MCPYes Buy side review Deal stagePromptBest used byBlueflame AI requiredInitial reviewHow much of this company’s revenue is recurring versus one-time or potentially at risk? Summarize based on available documents.Buyer / ReviewerYesInitial reviewSummarize AR aging, AP aging, and deferred revenue for the most recent period. Flag anything unusual versus prior periods.Buyer / ReviewerYesIC prepWhat 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 / ReviewerYesIC prepIdentify the company’s largest customers, revenue contribution, contract terms, renewal status, and any concentration risk.Buyer / ReviewerYesLegal diligenceFor each material agreement, identify whether a change of control requires consent, triggers termination, or creates a payment obligation.Buyer / ReviewerYesHR diligenceFor 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 / ReviewerYesCommercial diligenceWhat do the available documents show about customer churn, retention, renewals, and expansion? Flag any inconsistencies across materials.Buyer / ReviewerYesFinancial diligenceCompare historical budget accuracy to the current forecast. Is management on track to hit the current year plan?Buyer / ReviewerYesCompliance diligenceIdentify regulatory, licensing, privacy, or compliance obligations that apply to the target. Flag missing documentation or apparent non-compliance.Buyer / ReviewerYesFinal bid prepSummarize the top 10 risks a buyer should consider before submitting a final bid. Group them by financial, legal, commercial, operational, and HR risk.Buyer / ReviewerYes Lifecycle skill alignment Deal lifecycle stageRelevant AI capabilityMaterial preparationSmart file renaming, document organization, duplicate identification, folder planningProject setupVDR index setup, project creation, folder creation, user invitation workflowsPre-launch readinessData room gap analysis, document quality check, launch readiness reviewActive diligenceRisk analysis audit, content search, contract review, financial comparisonQ&A managementQ&A organization, buyer question triage, bulk Q&A answer draftingBuyer reviewRevenue quality, working capital review, EBITDA analysis, contract and HR risk reviewManagement presentation prepCFO call prep, discrepancy analysis, forecast credibility reviewSigning and closingChange-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.TitleDatasite AI Assistant prompt libraryURL NameDatasite-AI-Assistant-prompt-library