AI for private equity & private credit

Read the whole data room.
Write the memo your IC expects.

Pascal reads CIMs, data rooms, credit agreements and portfolio reporting packs to the page, then drafts IC memos, covenant checks and LP letters in your templates.

Ask Pascal / Data room · Project Halcyon

1,412 files

Which top-five customer contracts have change-of-control clauses?

Searching Data room

Reviewing 38 customer contracts

Three of five. Customer A can terminate on 60 days' notice after a change of control. Two others need consent or notice.

CustomerRevenueClause
Customer A34%Terminate, 60 days
Customer B11%Consent required
Customer D6%Notice only

Citation 2 · Page 22 of 41

Supply agreement · Customer A

§14.2 Either party may terminate on a change of control of the Supplier, on 60 days' notice.

Built for deal teams who answer to an IC and their LPs.

Pascal remembers what your committee asked on every prior deal, so each new memo answers it up front. Portfolio and fund teams work from the same record.

Deals, portfolio and fund operations. One record of every deal.

Pascal Agents / CIM screen to IC memo0:00
New deal · 09:14
Project Halcyon · CIM from the sell-side adviserSpecialty packaging carve-out · 214 pages · NDA signed
MandateFund IV · buyoutEV €150–400M
Data room1,412 filesopened Monday
CIM screen agent started

Capabilities

Where buyout and credit funds start with Pascal.

  • Front office

    Deal sourcing and CIM screening

    CIMs and teasers scored against your mandate, each fit and miss cited to the page and saved to your deal log.

  • Front office

    Data-room due diligence

    Every data-room file classified and read, red flags cited, and seller questions drafted for the deal team.

  • Front office

    Credit memos and covenant extraction

    Financial covenants, pricing, baskets and reporting duties pulled from credit agreements into a table, clause cited.

  • Middle office

    Portfolio monitoring

    Reporting packs read on arrival, KPIs set against budget and covenant headroom tested, with a flag when either slips.

  • Middle office

    Quarterly valuations support

    Valuation inputs gathered from packs, comps and prior marks, with the reason for each change kept for the committee.

  • Back office

    LP reporting, DDQs and capital notices

    Quarterly letters, LP DDQ answers and capital call and distribution notices drafted from approved fund documents.

One platform. Every team.

See the platform

Customer success story

How a top 20 US hedge fund turned universe screening into evidence-backed idea generation

Recurring screens run against every new filing and transcript, and when a name resurfaces the team sees what it concluded last time and why it passed.

Top 20 US hedge fund

Investment team reviewing evidence-backed research on multiple screens

Frequently asked questions

Deal teams use AI to screen CIMs, run data-room diligence and draft IC memos, and credit teams use it for credit memos and covenant extraction. Portfolio teams use it to read reporting packs, compare KPIs with budget and test covenant headroom. Investor relations and fund finance use it for LP letters, DDQs and capital notices. Pascal runs all three on one context graph, so the memo, the monitor and the LP letter share the same sources.

See Pascal on a live data room.
With your IC template and your mandate.

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