Investment teams
“What did we conclude the last time we looked at this name?”
- Research a company across filings and your own notes
- Track a thesis as new information arrives
- Prepare for calls, meetings and results
Ask Pascal
Ask anything your firm knows.
Ask Pascal answers with everything your firm has learned: your filings and data, your IC memos and models, your email and Teams threads, and the decisions your team has made. A PM checking a thesis, an ops lead reconciling a counterparty and an IR team answering a client all get the same thing: a sourced answer, grounded in your firm's own context.
Ask Pascal / Honeywell thesis reviewInvestment teamRiskOperationsComplianceIR
Summarise my thesis on Honeywell, compare it with management guidance and performance since, and suggest recalibrations.
VaultFilingsDecision traces
Your thesis values Honeywell at $246–298 a share on a sum-of-the-parts basis1. Since then, Honeywell beat guidance on adjusted sales and EPS for FY259, and the Advanced Materials spin-off completed ahead of schedule in October 20254. FY26 EPS is guided to $10.35–10.657.
Sources
honeywell_thesis.pdf Vault Q4 FY25 earnings presentation 10-KDecision trace: SOTP base case
Decision traceSOTP base case
Your team's saved view, applied to this answer.
27s
Median time to a cited answer
9.6
Sources cited per answer, on average
97%
Answers citing at least one internal document
Knows your firm
Answers draw on your context graph, where your firm's memory lives, so Pascal starts from what your team already knows.
Pascal's context graphShows its work
Every claim links to its page, and the decisions behind your views are kept and reused.
Cited researchSees what's changing
Screeners and Pascal Intel bring new signals to you, checked against what you already believe.
Pascal IntelBuilt for every team
One place to ask, for the whole firm.
Every team in an institution answers questions from the same body of knowledge. Ask Pascal gives each of them a sourced answer, inside the permissions they already have.
Portfolio and risk
“Which positions are exposed to this tariff announcement?”
- Read the portfolio against a new event
- See the documents behind each exposure
- Spot thesis points that no longer hold
Investment committee
“Give me the pre-read: the case, the risks and what's changed.”
- Standardised pre-reads and memos
- Every claim sourced for the discussion
- A record of how the view was formed
Operations
“Is Aldermoor Institution Partners the same entity as the one in our CRM?”
- Reconcile records across systems
- Review counterparty documents
- Decisions remembered, so exceptions don't repeat
Compliance
“How was this recommendation formed, and from which sources?”
- Follow the reasoning behind any answer
- See every source, down to the page
- Access controls respected throughout
Distribution and IR
“How has our view on Sea Limited changed this quarter?”
- Answer client questions from approved firm material
- Draft updates with sources attached
- Keep messaging consistent across the team
Capabilities
Everything Ask Pascal can do.
Decision traces
Keep the reasoning behind every decision.
Pascal preserves the decisions, assumptions, preferences and reasoning that shape your team's work, and reuses them when new information arrives.
Explore decision tracesTheses / AmazonYour view · ranked
1AWS remains the profit engineValidated
2Free cash flow recovers as capex peaksNo longer true
3Ads business keeps compoundingWatch
Add a thesis point
Cited research
Every claim, traced to the page.
Answers combine public filings, broker research and your own documents, with every sentence and table cell linked to the exact page it came from.
Explore cited researchAsk Pascal / Honeywell FY26 outlookFY26 adjusted EPS is guided to $10.35–10.657, against $9.78 in FY259.
Sources
Citation 7 · p. 4 / 5
Earnings presentation
EPS $10.35 to $10.657
Screeners
Screen by what companies say, and what they report.
Query every transcript for a theme, track it as companies report, filter on the numbers, and keep score on whether management delivered.
Explore screenersScreeners / Input cost pressureCompanies mentioning it
14 this quarter
up from 6
Guidance vs actuals
4 of 5 commitments met
MetMissed
Pascal Intel
What the market is saying, already read.
Trackers follow X, Reddit and podcasts for your names and themes, and turn them into one dated summary per story, with every source linked.
Explore Pascal IntelPascal Intel / $PLTR · PalantirPalantir Q2 blowout: $1.94B revenue, up 93% YoY; guidance raised
Sources
A1@analyst_one
r/Investing thread
How it works
From question to sourced answer.
01
Scope
Pick the companies with @ and the sources to search.
02
Find
Pascal searches filings, data and your firm's own material.
03
Review
It reads what it found and checks claims across sources.
04
Cite
The answer arrives with every claim linked to its page.
05
Remember
Your decisions are kept and reused next time.
Sources
Your firm's knowledge, and the market's.
Ask Pascal answers from your context graph: what your firm has written and said, what you license, and what the market is saying. The Pascal Data Agent turns broker PDFs, expert calls and notes into entity-tagged data each answer can cite.
Internal information
IC memosModelsEmailsMS TeamsSharePointExpert callsCRMMeeting notes
Licensed publications
Broker researchCredit reportsConsensus estimatesPrivate company dataMarket data
External data
Public filingsEarnings transcriptsExchange disclosuresNewsXRedditLinkedInPodcasts
Why Ask Pascal
A general AI assistant knows the internet. Pascal knows your firm.
| General AI assistant | Ask Pascal | |
|---|---|---|
| What it knows | Public information | Your firm's memos, models and conversations too |
| Where answers come from | Hard to tell | Exact document and page |
| Your past decisions | Forgotten every session | Kept and reused |
| Who can see what | Whatever you paste in | Your firm's access controls |
Frequently asked questions
Ask Pascal answers with everything your firm has learned: your filings and data, your IC memos and models, your email and Teams threads, and the decisions your team has made. Every answer is sourced and grounded in your firm's own context.