Pascal plugs into Bloomberg, FactSet, your RMS, your data lake, and your LLM of choice. Deploy the full platform or layer in the components you need.
Overnight macro, earnings surprises, and portfolio alerts — assembled automatically and cited to the source. Your conviction call, not someone else's summary.
Pascal reads the 10-K, the transcript, four broker notes, and your internal thesis — and returns a structured memo with every claim pinned to a source line.
On-prem or VPC-native. SOC 2 certified. Model-agnostic. Pascal plugs into Bloomberg, Snowflake, and your RMS without requiring a single API key to leave your network.
Full citation trails on every research output. RBAC enforced at the infrastructure layer. Audit logs exportable for SEC, FINRA, and MRM review — with zero manual effort.
One orchestration layer for every agent, every query, every data flow — all inside your perimeter.
Scope every query by company, document type, integration, or private vault. RBAC and audit logs enforced on every action.
Select Source
Document Types
📁
My Vault
Drop files or browse to upload
Queries move between agents, sources, and models without leaving your perimeter. Audit logs and citations are built in.
LLM Layer
Pascal Cognitive Engine
Routing · Audit · Citations · Governance
Finance Data Layer
Route research to Claude, GPT, or Gemini per task. Auto Mode picks the right model when you don't.
Model Selection
Auto Mode
Optimal model selected per task
Opus-4.7
Long-form reasoning & analysis
GPT-5.5
Fast synthesis & summarisation
Gemini-3.1
Multimodal & structured inputs
One orchestration layer for every agent, every query, every data flow — all inside your perimeter.
Scope every query by company, document type, integration, or private vault. RBAC and audit logs enforced on every action.
Select Source
Document Types
📁
My Vault
Drop files or browse to upload
Queries move between agents, sources, and models without leaving your perimeter. Audit logs and citations are built in.
LLM Layer
Pascal Cognitive Engine
Routing · Audit · Citations · Governance
Finance Data Layer
Route research to Claude, GPT, or Gemini per task. Auto Mode picks the right model when you don't.
Model Selection
Auto Mode
Optimal model selected per task
Opus-4.7
Long-form reasoning & analysis
GPT-5.5
Fast synthesis & summarisation
Gemini-3.1
Multimodal & structured inputs
Connectors built for institutional finance data — Bloomberg, FactSet, SharePoint, Snowflake, your CRM. Not retrofitted from consumer tools.
SharePoint, OneDrive, Google Drive, Box, Snowflake, Databricks, DealCloud, Notion — connected out of the box. No bespoke pipelines.
Available Connections
SharePoint
Connected ✓
OneDrive
Connected ✓
Google Drive
Connected ✓
Box
Connected ✓
Snowflake
Connected ✓
Databricks
Connected ✓
Notion
Connected ✓
DealCloud
Connected ✓
Built for the workflows investment teams actually run: KYC, source-of-wealth, due diligence, portfolio updates, earnings, IC memo prep.
KYC Dossier — Blackstone Group
Generated · Nov 14, 2025 · 3 sources
Blackstone Group Inc. is a leading global alternative asset management firm with $1T+ in AUM across PE, RE, credit, and hedge funds.
22.4% — Blackstone Management Partners LLC
Private Equity, Real Estate, Hedge Fund Solutions, Credit & Insurance
Connectors built for institutional finance data — Bloomberg, FactSet, SharePoint, Snowflake, your CRM. Not retrofitted from consumer tools.
SharePoint, OneDrive, Google Drive, Box, Snowflake, Databricks, DealCloud, Notion — connected out of the box. No bespoke pipelines.
Available Connections
SharePoint
Connected ✓
OneDrive
Connected ✓
Google Drive
Connected ✓
Box
Connected ✓
Snowflake
Connected ✓
Databricks
Connected ✓
Notion
Connected ✓
DealCloud
Connected ✓
Built for the workflows investment teams actually run: KYC, source-of-wealth, due diligence, portfolio updates, earnings, IC memo prep.
KYC Dossier — Blackstone Group
Generated · Nov 14, 2025 · 3 sources
Blackstone Group Inc. is a leading global alternative asset management firm with $1T+ in AUM across PE, RE, credit, and hedge funds.
22.4% — Blackstone Management Partners LLC
Private Equity, Real Estate, Hedge Fund Solutions, Credit & Insurance
Pre-built agents, composable workflows, real-time catalyst tracking. All inside your governance perimeter.
KPI extraction, research memos on your house template, generative matrices across company sets. Live on day one.
Generative Matrix
Cross-company KPI extraction
KPI Extractor
Filing-level financial metrics
Research Memo Generator
Analyst-grade memo drafting
Bull-Bear Analyzer
Thesis generation & scoring
Earnings Summary, IPO Prospectus Analysis, Bull-Bear, Company Research Pack, KYC Dossier. Run them as-is or compose your own.
Earnings Summary
~2 min
IPO Prospectus Analysis
~4 min
Bull-Bear Analysis
~3 min
Company Research Pack
~5 min
KYC Dossier
~6 min
Pascal's calendar auto-fetches filings, transcripts, and investor decks the moment they drop.
Earnings Calendar
Nov 2025 · 4 events
Meta Platforms Inc.
Q3 Results
Nov 12
Nvidia Corporation
Q3 Results
Nov 13
JPMorgan Chase & Co.
Q3 Results
Nov 14
Today
Visa Inc.
Q3 Results
Nov 15
Pre-built agents, composable workflows, real-time catalyst tracking. All inside your governance perimeter.
KPI extraction, research memos on your house template, generative matrices across company sets. Live on day one.
Generative Matrix
Cross-company KPI extraction
KPI Extractor
Filing-level financial metrics
Research Memo Generator
Analyst-grade memo drafting
Bull-Bear Analyzer
Thesis generation & scoring
Earnings Summary, IPO Prospectus Analysis, Bull-Bear, Company Research Pack, KYC Dossier. Run them as-is or compose your own.
Earnings Summary
~2 min
IPO Prospectus Analysis
~4 min
Bull-Bear Analysis
~3 min
Company Research Pack
~5 min
KYC Dossier
~6 min
Pascal's calendar auto-fetches filings, transcripts, and investor decks the moment they drop.
Earnings Calendar
Nov 2025 · 4 events
Meta Platforms Inc.
Q3 Results
Nov 12
Nvidia Corporation
Q3 Results
Nov 13
JPMorgan Chase & Co.
Q3 Results
Nov 14
Today
Visa Inc.
Q3 Results
Nov 15
Pascal builds a persistent knowledge graph across every document, filing, and output your team has ever touched.
Every company, sector, and theme gets a living memory layer. Past memos, alerts, filings, and notes are linked and retrievable on demand.
Entity Memory — Nvidia Corp.
Nov 14
Q3 Earnings Analysis
Source: 4 sources
Oct 28
Supply chain risk flagged
Source: Bloomberg
Oct 10
10-Q ingested & parsed
Source: SEC EDGAR
Sep 22
Broker report summarized
Source: GS Research
Analysts pick up exactly where they left off. Pascal surfaces prior theses, flagged risks, and related documents automatically — without re-prompting.
Research Memory Graph
Every output, annotation, and analyst decision is stored and attributed. The firm's analytical edge compounds with every deal and every quarter.
Entity Memory — Nvidia Corp.
Nov 14
Q3 Earnings Analysis
Source: 4 sources
Oct 28
Supply chain risk flagged
Source: Bloomberg
Oct 10
10-Q ingested & parsed
Source: SEC EDGAR
Sep 22
Broker report summarized
Source: GS Research
Pascal builds a persistent knowledge graph across every document, filing, and output your team has ever touched.
Every company, sector, and theme gets a living memory layer. Past memos, alerts, filings, and notes are linked and retrievable on demand.
Entity Memory — Nvidia Corp.
Nov 14
Q3 Earnings Analysis
Source: 4 sources
Oct 28
Supply chain risk flagged
Source: Bloomberg
Oct 10
10-Q ingested & parsed
Source: SEC EDGAR
Sep 22
Broker report summarized
Source: GS Research
Analysts pick up exactly where they left off. Pascal surfaces prior theses, flagged risks, and related documents automatically — without re-prompting.
Research Memory Graph
Every output, annotation, and analyst decision is stored and attributed. The firm's analytical edge compounds with every deal and every quarter.
Entity Memory — Nvidia Corp.
Nov 14
Q3 Earnings Analysis
Source: 4 sources
Oct 28
Supply chain risk flagged
Source: Bloomberg
Oct 10
10-Q ingested & parsed
Source: SEC EDGAR
Sep 22
Broker report summarized
Source: GS Research
From raw filings to polished IC memos. Every output reshapes to the workflow and traces back to source.
Filings, transcripts, broker reports, internal memos. Indexed alongside live data feeds, every answer cited.
📂
Drop files or click to upload
PDFs, Excel, Word, CSV — any format
The same query becomes a KYC dossier, an IC memo, or an agentic table. Pascal reshapes the output to the task.
Company Primer — Marriott International
Business Overview
Marriott International is the world's largest hotel company, operating 30+ brands and 8,800+ properties globally. Asset-light franchise model generates strong free cash flow with global RevPAR exposure.
Financial Highlights
Revenue
$23.7B
EBITDA
$4.1B
FCF
$3.2B
Key Risks
Macro sensitivity to travel demand · FX exposure on international properties · Capex for new property development pipeline
Add columns — ROE, revenue growth, CET1, cost-to-income. Pascal extracts each value from filings, with the citation underneath.
Agentic Table — Banking Sector
+ Add Column| Company | ROE | Rev Growth YoY | Cost-to-Income |
|---|---|---|---|
| JPMorgan Chase | 17.2% | +8.4% | 55.2% |
| Goldman Sachs | 13.8% | +11.2% | 62.1% |
| Wells Fargo | 11.4% | +5.7% | 63.8% |
| Citigroup | 8.9% | +3.2% | 67.4% |
From raw filings to polished IC memos. Every output reshapes to the workflow and traces back to source.
Filings, transcripts, broker reports, internal memos. Indexed alongside live data feeds, every answer cited.
📂
Drop files or click to upload
PDFs, Excel, Word, CSV — any format
The same query becomes a KYC dossier, an IC memo, or an agentic table. Pascal reshapes the output to the task.
Company Primer — Marriott International
Business Overview
Marriott International is the world's largest hotel company, operating 30+ brands and 8,800+ properties globally. Asset-light franchise model generates strong free cash flow with global RevPAR exposure.
Financial Highlights
Revenue
$23.7B
EBITDA
$4.1B
FCF
$3.2B
Key Risks
Macro sensitivity to travel demand · FX exposure on international properties · Capex for new property development pipeline
Add columns — ROE, revenue growth, CET1, cost-to-income. Pascal extracts each value from filings, with the citation underneath.
Agentic Table — Banking Sector
+ Add Column| Company | ROE | Rev Growth YoY | Cost-to-Income |
|---|---|---|---|
| JPMorgan Chase | 17.2% | +8.4% | 55.2% |
| Goldman Sachs | 13.8% | +11.2% | 62.1% |
| Wells Fargo | 11.4% | +5.7% | 63.8% |
| Citigroup | 8.9% | +3.2% | 67.4% |
Integrate Pascal into your internal systems, compose custom agents, and automate end-to-end research workflows — in Python or TypeScript.
Plug Pascal directly into the systems your investment team already uses — RMS, OMS, internal portals, research dashboards, and CRMs.
Pascal's Python and TypeScript SDKs let your engineering team compose custom agents, chain workflows, and build firm-specific logic on top of the Cognitive Engine.
Run Pascal agents headlessly through the API to power scheduled and event-triggered workflows — pre-market earnings packs at 6 a.m., portfolio alerts on regulatory filings, IC memo first drafts.
Integrate Pascal into your internal systems, compose custom agents, and automate end-to-end research workflows — in Python or TypeScript.
Plug Pascal directly into the systems your investment team already uses — RMS, OMS, internal portals, research dashboards, and CRMs.
Pascal's Python and TypeScript SDKs let your engineering team compose custom agents, chain workflows, and build firm-specific logic on top of the Cognitive Engine.
Run Pascal agents headlessly through the API to power scheduled and event-triggered workflows — pre-market earnings packs at 6 a.m., portfolio alerts on regulatory filings, IC memo first drafts.
Pascal runs as a managed service, inside your private cloud, or fully on-premise, with single-tenant isolation available. Your privileged data stays inside your perimeter and never trains a shared model.
Pascal Cloud
Managed service
Private Cloud
VPC / Private
On-Premise
Full control
Single Tenant
Maximum isolation
SOC 2 Type II, ISO 27001, GDPR.
Audited by independent third parties. Built for the firms that get reviewed every quarter.
SOC 2
Type II
ISO 27001
Security
GDPR
Coming Soon
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UK
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