Solutions · Investment Banking

Pascal AI for
Investment Banking

Source-cited research agents inside your VPC. Built for M&A advisory, ECM, DCM, and equity research.

Trading Comps · Software Infrastructure

Sources: Bloomberg · FactSet · Last updated 2 min ago

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Ticker	Company	EV / Rev	EV / EBITDA	NTM Rev	Margin
SNOW	Snowflake	13.4x	45.2x	+29%	31%
DDOG	Datadog	12.0x	38.7x	+25%	28%
MDB	MongoDB	8.9x	29.1x	+22%	26%
NET	Cloudflare	12.5x	42.0x	+28%	22%
CRWD	CrowdStrike	17.1x	52.3x	+33%	35%
MEAN		12.8x	41.5x	+27%	28%

Auto-cited · 14 sources · Every cell linked to filing

Trusted By

The coverage and execution agents Pascal ships with.

Pitch Builder

Prior decks, sector positioning, and live market data drafted into pitchbooks on your house template. Every page cited.

Exec Summary

Transaction Rationale

Valuation

Comps

Credentials

Project Thunder · Confidential

Executive Summary

Auto-draft

Transaction Value

$2.4B

EV / EBITDA

14.2x

Premium to 30D VWAP

38%

Transaction Rationale

Compelling strategic fit with target's leading healthcare IT distribution...

Key Catalysts

Synergy realization of $120M+ by Year 3 · Accelerated international expansion

Built on house template · 22 sources

Comparable Analysis

Trading comps and precedent transactions built in minutes. Multiples, deal terms, and financials cited from filings and S-1s.

Agentic Table · Precedent Transactions

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Ticker	Company	EV/Rev	EV/EBITDA	NTM Rev	Margin	Premium
SNOW	Snowflake	13.4x	45.2x	+29%	31%	38%
DDOG	Datadog	12.0x	38.7x	+25%	28%	31%
MDB	MongoDB	8.9x	29.1x	+22%	26%	24%
CRWD	CrowdStrike	17.1x	52.3x	+33%	35%	44%
MEAN		12.9x	41.3x	+27%	30%	34%

Every cell cited · 18 sources · Auto-refreshes on earnings

Equity Research Memo

Filings, transcripts, and market data synthesized into your house research format — every claim cited for compliance review.

Equity Research Memo — Cloudflare (NET)

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10-K FY24Earnings Call Q4Sector Report

Investment Thesis

Platform expansion into SASE and Zero Trust continues to drive high NRR of 126%. Land-and-expand motion across Fortune 500 customers supports durable 25%+ revenue growth...

Key Financials (FY24)

Revenue

$1.62B

NTM Rev

+28%

NRR

126%

Risks

SASE market intensifying (Zscaler, Palo Alto) · Macro-driven SMB churn · FX headwinds on international expansion

Every claim cited · 17 sources

Build Custom Workflows

Workflows tailored to your bank without engineering. Connects to CRM, deal systems, and pitch repositories. End-to-end audit trail.

Workflow Builder

Data Fetch

Bloomberg + FactSet + CIQ

Step 1

Comps Builder

Multiples + deal premiums

Step 2

Pitch Deck Draft

On house template

Step 3

Compliance Review

Chinese-wall + auto-cite

Step 4

The coverage and execution agents Pascal ships with.

Pitch Builder

Prior decks, sector positioning, and live market data drafted into pitchbooks on your house template. Every page cited.

Exec Summary

Transaction Rationale

Valuation

Comps

Credentials

Project Thunder · Confidential

Executive Summary

Auto-draft

Transaction Value

$2.4B

EV / EBITDA

14.2x

Premium to 30D VWAP

38%

Transaction Rationale

Compelling strategic fit with target's leading healthcare IT distribution...

Key Catalysts

Synergy realization of $120M+ by Year 3 · Accelerated international expansion

Built on house template · 22 sources

Comparable Analysis

Trading comps and precedent transactions built in minutes. Multiples, deal terms, and financials cited from filings and S-1s.

Agentic Table · Precedent Transactions

+ Add ColumnExport ↑

Ticker	Company	EV/Rev	EV/EBITDA	NTM Rev	Margin	Premium
SNOW	Snowflake	13.4x	45.2x	+29%	31%	38%
DDOG	Datadog	12.0x	38.7x	+25%	28%	31%
MDB	MongoDB	8.9x	29.1x	+22%	26%	24%
CRWD	CrowdStrike	17.1x	52.3x	+33%	35%	44%
MEAN		12.9x	41.3x	+27%	30%	34%

Every cell cited · 18 sources · Auto-refreshes on earnings

Equity Research Memo

Filings, transcripts, and market data synthesized into your house research format — every claim cited for compliance review.

Equity Research Memo — Cloudflare (NET)

Export ↑

10-K FY24Earnings Call Q4Sector Report

Investment Thesis

Platform expansion into SASE and Zero Trust continues to drive high NRR of 126%. Land-and-expand motion across Fortune 500 customers supports durable 25%+ revenue growth...

Key Financials (FY24)

Revenue

$1.62B

NTM Rev

+28%

NRR

126%

Risks

SASE market intensifying (Zscaler, Palo Alto) · Macro-driven SMB churn · FX headwinds on international expansion

Every claim cited · 17 sources

Build Custom Workflows

Workflows tailored to your bank without engineering. Connects to CRM, deal systems, and pitch repositories. End-to-end audit trail.

Workflow Builder

Data Fetch

Bloomberg + FactSet + CIQ

Step 1

Comps Builder

Multiples + deal premiums

Step 2

Pitch Deck Draft

On house template

Step 3

Compliance Review

Chinese-wall + auto-cite

Step 4

Developer Toolkit

Build Your Own Agents with the Pascal SDK

Use the Pascal SDK to co-develop agents tailored to your bank's exact coverage and deal workflows.

Full Customization: Access Python and TypeScript SDKs to build on the Cognitive Engine.
Enterprise Integration: Plug into CRM, deal management systems, and pitch repositories.
Production-Grade Document Handling: Reason over S-1s, merger proxies, and complex financial models.
Developer-Friendly, Sovereign-Ready: Chinese-wall enforcement and zero data retention by default.

pascal_sdk.py

Python

1from pascal.sdk import AgentChain, Workflow

3# Compose a multi-step workflow

4chain = AgentChain([

5 AgentChain.step("kpi-extractor", {

6 "tickers": ["NVDA", "MSFT"],

7 "metrics": ["ROE", "EBITDA"],

8 }),

9 AgentChain.step("research-memo", {

10 "template": "ic_template_v2",

11 "audience": "Investment Committee",

12 }),

13])

15result = pascal.workflows.run(chain)

16print(result.memo, result.citations)

Live Demo

Watch a Product Demo

See Pascal's coverage and execution workflows live, on your firm's data.

Turn Deal Data Into Pitch-Ready Output

Ingest comps, precedents, and sector data to produce cited pitchbook sections and valuation exhibits in minutes.

Collaborate Across Coverage Teams

Bankers review and annotate in a secure workspace with Chinese-wall enforcement and full attribution.

Own the Final Output

Edit and verify inline. Locked outputs are reusable as compounding institutional memory across deal teams.

Why Pascal

Why Top Investment Banks Choose Pascal

Pascal sits inside our perimeter. Every output cites its source. Our team runs research on it daily — not as another tool, as the infrastructure underneath.

Head of Equity Research & Technology

Leading Global Investment Bank

Sovereignty

Deal data and pitch IP never leave your perimeter. Chinese-wall enforcement built into the permission layer — deal teams only see what they're cleared for.