Decision traces
Teach it once. Pascal remembers.
Every time your team makes a call, Pascal keeps it: a match you confirmed, how you lay out a model, which thesis points matter most, what you heard at a conference. The next time it comes up, Pascal already knows.
Company model.xlsx
Pascal add-in
| Output block | FY25A | FY26E | FY27E |
|---|---|---|---|
| Revenue | 38,498 | 40,320 | 42,610 |
| EBITDA | 9,240 | 9,780 | 10,450 |
Forecast FY28 in the output block
Shall I fill this in column B, right of the last forecast year?
Yes. Do it this way every time.
Decision trace saved · Pascal will remember this
<4 weeks
To full deployment
50M+
Pages indexed
99.9%+
Accuracy
100%
Traceable outputs
Decisions that stick
Resolve it once, never again.
When Pascal combines your CRM, deal tracker and other systems into one source of truth, it flags the records it is unsure about and tells you why. Your answer is kept. A deal that goes stale and returns a year later is resolved automatically.
Records / Entity matches
5 exceptions
Possible match · Exception 2 of 5
| CRM | Deal tracker | |
|---|---|---|
| Name | Aldermoor Institutional Partners | Aldermoor Institution Partners |
| Tax ID | Matches | Matches |
Preferences in your models
Your model, built your way, every time.
Pascal works inside Excel and learns how your team builds models: where new years go, how headers are named, which workflow updates which block. Answer once, and the next update follows the same rules. Every number it fills in links back to its source.
Decision traces / Company model.xlsx
3 saved
New forecast years go right of the last forecast year
Taught by AK · Mar 2025 · Team
Actuals headers use the format FY25A
Taught by AK · Mar 2025 · Team
Your thesis, tracked
Your view of a stock, kept current.
Pascal reads your IC memos, models, Teams chats and expert calls, pulls out the points your thesis rests on, and ranks them. Turn on monitors and Pascal tells you when new information confirms or contradicts each point.
AMZN · your thesis
5 points · Monitors on
- AWS margin expansion carries the earnings storyValidated
- Free cash flow recovers as capex peaksWatch
Team knowledge, codified
What your firm knows, even if it was never written down.
The most important context never reaches a memo. It lives in a Teams thread, a morning call or a quick chat at a conference. Pascal captures it, links it to the right company and the right thesis, and brings it back when it matters.
Firm knowledge / Captured today
2 new
MS Teams · 08:42
Caught the new CEO at the conference—turnaround answers seemed credible.
Linked to thesis · Management execution
Conflicts with firm view: we avoid quick commerce
Why it matters Stateless AI starts from zero every time.
| Stateless AI | Pascal with decision traces | |
|---|---|---|
| A record you already resolved | Flags it again | Resolves it from your decision |
| Next year's model update | Asks the same questions | Follows your rules |
| New information on a stock | Generic summary | Checked against your thesis |
| A view shared in Teams | Never seen | Linked to the right company |
How it compounds The longer you use it, the more it knows.
Day one
Your history
Pascal reads the memos, models and recorded calls you already have.
Every day
New decisions
Each match, preference and view your team shares is added as a trace.
A year in
Institutional judgement
Pascal works the way your firm works, without being told.
Frequently asked questions
A saved record of a call your team made, such as a confirmed match, a model layout or a ranked thesis point. Pascal applies it the next time the same situation comes up.