Context driven AI for
Institutional Finance

AI agents to turn your enterprise data into investment alpha.

Trusted by investment teams at

Buy-Side Research Infrastructure

Agentic AI infrastructure for institutional investment research.

25+ research agents inside your VPC. Deployed at leading institutional investors across North America and Asia.

Sovereign Data Fabric

Your data stays in your VPC

Cognitive Engine

Source-cited analyst reasoning

Agent Library

25+ buy-side research agents

MCP Hub & SDK

Connect your existing stack

Deploy inside your governance perimeter

Pascal runs on-prem or inside your VPC. Audit-ready, MCP-native, model risk controls in place.

Reduce research cycle from 60 hours to 20

Agents handle the data, model, and first-draft memo work. Your analysts keep the judgment calls that move alpha.

Connect your existing providers and file systems

Bloomberg, FactSet, Capital IQ, Snowflake, SharePoint, CRM—one MCP Hub. Citations traceable to the source line.

Introducing Pascal AI

The Pascal research stack, from data layer to first-draft memo.

01 · Agent Control Center

The workspace where analysts run every Pascal agent.

Sits inside Excel, PowerPoint, Word, email, and the browser. Every output ships with RBAC enforcement and a citation trail to the source line.

50M+

Indexed pages

RBAC

On every output

100%

Cited outputs

pascal.ai · workspace

Start researching smarter with Pascal.

Press @ to add companies. Pascal chooses the best source to answer your query.

@+FilingsWebAuto Mode

Auto Mode

Research on filings and web.

Claude-4.7

Strong long-form reasoning and writing.

GPT-5.5

Fast general-purpose chat and coding.

Gemini-3.1

Multimodal-friendly general chat.

02 · Finance Ready MCP Connectors

The data stack your investment team already pays for, connected.

Connectors built for institutional finance data — Bloomberg, FactSet, SharePoint, Snowflake, your CRM. Not retrofitted from consumer tools.

12+

Ready integrations

MCP

Native protocol

Custom pipelines required

pascal.ai · connectors

Connections

Link external sources to sync content into My Vault.

SharePoint

This connector is not enabled for this environment.

OneDrive

This connector is not enabled for this environment.

Google Drive

This connector is not enabled for this environment.

Dropbox

This connector is not enabled for this environment.

Box

This connector is not enabled for this environment.

Snowflake

This connector is not enabled for this environment.

03 · Financial Agents

25+ research agents purpose-built for institutional investors.

Pre-built agents, composable workflows, real-time catalyst tracking. All inside your governance perimeter.

25+

Research agents

Live

On day one

Custom

Workflow composition

pascal.ai · workflows

Workflows

Search Workflows

View AllEarningsCompany ResearchCompetitionNews & Events

Newly Added

Earnings Summary

Generate a structured, fact-based earnings summary.

Key Debates from Earnings

Summarises key analyst debates, management sentiment...

Event Driven Stock Price Analysis

Analyzes major stock price moves and identifies catalysts.

30-Day Catalyst Calendar

Identifies all material catalysts for a company...

Earnings

Executive Narrative Tracker

Sector Pulse

Earnings Preview

IPO Prospectus Analysis

Annual Report Summariser

Company Primer

04 · API & SDK

API, SDK, and Toolkit for developers and engineers.

Integrate Pascal into your internal systems, compose custom agents, and automate end-to-end research workflows — in Python or TypeScript.

Python

& TypeScript SDK

REST

API access

Embed

In your RMS / OMS

05 · Context & Memory Graph

Your research compounds. Every query gets smarter.

Pascal builds a persistent knowledge graph across every document, filing, and output your team has ever touched.

Entity

Memory layers

Cross

Session context

Full

Audit trail

Introducing Pascal AI

The Pascal research stack, from data layer to first-draft memo.

01 · Agent Control Center

The workspace where analysts run every Pascal agent.

Sits inside Excel, PowerPoint, Word, email, and the browser. Every output ships with RBAC enforcement and a citation trail to the source line.

50M+

Indexed pages

RBAC

On every output

100%

Cited outputs

pascal.ai · workspace

Start researching smarter with Pascal.

Press @ to add companies. Pascal chooses the best source to answer your query.

@+FilingsWebAuto Mode

Auto Mode

Research on filings and web.

Claude-4.7

Strong long-form reasoning and writing.

GPT-5.5

Fast general-purpose chat and coding.

Gemini-3.1

Multimodal-friendly general chat.

02 · Finance Ready MCP Connectors

The data stack your investment team already pays for, connected.

Connectors built for institutional finance data — Bloomberg, FactSet, SharePoint, Snowflake, your CRM. Not retrofitted from consumer tools.

12+

Ready integrations

MCP

Native protocol

Custom pipelines required

pascal.ai · connectors

Connections

Link external sources to sync content into My Vault.

SharePoint

This connector is not enabled for this environment.

OneDrive

This connector is not enabled for this environment.

Google Drive

This connector is not enabled for this environment.

Dropbox

This connector is not enabled for this environment.

Box

This connector is not enabled for this environment.

Snowflake

This connector is not enabled for this environment.

03 · Financial Agents

25+ research agents purpose-built for institutional investors.

Pre-built agents, composable workflows, real-time catalyst tracking. All inside your governance perimeter.

25+

Research agents

Live

On day one

Custom

Workflow composition

pascal.ai · workflows

Workflows

Search Workflows

View AllEarningsCompany ResearchCompetitionNews & Events

Newly Added

Earnings Summary

Generate a structured, fact-based earnings summary.

Key Debates from Earnings

Summarises key analyst debates, management sentiment...

Event Driven Stock Price Analysis

Analyzes major stock price moves and identifies catalysts.

30-Day Catalyst Calendar

Identifies all material catalysts for a company...

Earnings

Executive Narrative Tracker

Sector Pulse

Earnings Preview

IPO Prospectus Analysis

Annual Report Summariser

Company Primer

04 · API & SDK

API, SDK, and Toolkit for developers and engineers.

Integrate Pascal into your internal systems, compose custom agents, and automate end-to-end research workflows — in Python or TypeScript.

Python

& TypeScript SDK

REST

API access

Embed

In your RMS / OMS

05 · Context & Memory Graph

Your research compounds. Every query gets smarter.

Pascal builds a persistent knowledge graph across every document, filing, and output your team has ever touched.

Entity

Memory layers

Cross

Session context

Full

Audit trail

Solutions

Built for Finance.
Sovereign by Design.

Purpose-built for hedge funds, asset managers, and investment banks. Deployed at leading institutional investors across North America and Asia-Pacific.

For Hedge Funds

Alpha generation with auditable evidence trails.

Long/short conviction, factor exposure, event monitoring. Filings, transcripts, and alt-data synthesised in real time with citations back to source.

Faster idea velocity5–8×

Filings indexed100%

Time to thesis< 2h

Signal · NVDA

Conviction +14 bps

LONG · High conf

Drivers

Earnings revisions+ ↑ 4 analysts

Insider transactionsNet buy · $14M

Supply chain toneImproving

For Asset Management

IC memos, portfolio monitoring, and quarterly letters.

From morning packs to quarterly client letters. Drafted in your house voice, governed by your style guide.

IC memo draft time−65%

Portfolio coverage100%

Letter cycle time−40%

Q3 IC Memo — Global EquityAuto-draft

The portfolio outperformed its benchmark by 240 bps in Q3, with positioning in semiconductors and select industrials driving the largest contribution^[1]...

PerformanceAttributionPositioningOutlook

Excess return

+240 bps

Information ratio

1.4

Active positions

For Investment Banking

Pitch books, sector coverage, and live deal teams.

Benchmark comps, precedent transactions, full pitch decks at deal speed. Formatting and disclaimers pre-approved by compliance.

Pitchbook turnaround2× faster

Comps refreshLive

Saved per analyst20+ hrs/wk

Comps · Software Infrastructure

Ticker	EV/Rev	YoY	Rule of 40
SNOW	13.4x	+29%	58
DDOG	12.0x	+25%	65
MDB	8.9x	+22%	51
NET	12.5x	+28%	48
CRWD	17.1x	+33%	72

Pitchbook · 42 slides · Project Atlas

Draft generated in 11 minutes · brand-approved template

Ready

For Private Markets

From sourcing to diligence on a single orchestrated stack.

Target-list builds, CIM reviews, rep-and-warranty queries on one stack. Pascal carries the institutional memory of every deal your firm has touched.

CIM review time−72%

Targets screened/wk1,200+

Deal-room indexingNative

CIM Diligence · Project Atlas

Revenue qualityReviewed

Customer concentration1 flag

Contract termsReviewed

Working capitalReviewed

LitigationIn progress

4.2 hrs

saved on this CIM · vs 18.5 hrs manual baseline

Solutions

Built for Finance.
Sovereign by Design.

Purpose-built for hedge funds, asset managers, and investment banks. Deployed at leading institutional investors across North America and Asia-Pacific.

For Hedge Funds

Alpha generation with auditable evidence trails.

Long/short conviction, factor exposure, event monitoring. Filings, transcripts, and alt-data synthesised in real time with citations back to source.

Faster idea velocity5–8×

Filings indexed100%

Time to thesis< 2h

Signal · NVDA

Conviction +14 bps

LONG · High conf

Drivers

Earnings revisions+ ↑ 4 analysts

Insider transactionsNet buy · $14M

Supply chain toneImproving

Trusted by Finance

What India's leading AMCs are saying.

Investment research today is shaped by both the quality of insights and the speed at which they are generated. We are continuously looking for tools that help our investment teams strengthen conviction without compromising on governance or our philosophy. Pascal AI's platform integrates with our research context while ensuring data sovereignty and security, enabling us to responsibly adopt advanced AI capabilities.

Institutional Datasheets

Clear & detailed financial insights with institutional-grade intelligence

Pascal AI's datasheets simplify analysis with customizable visuals. Each one includes financials, key drivers, forecasts vs. actuals, benchmarks, trends, and risks with all source-linked for auditability.

Trust & Compliance

Security cleared for institutional finance.

SOC 2 Type II, ISO 27001, ISO 9001, GDPR, TÜV SÜD.
Audited by independent third parties. Built for the firms that get reviewed every quarter.

TÜV SÜD

Certified

SOC 2

Type II

ISO 9001

Quality

ISO 27001

Security

GDPR

Compliant

FAQ

Frequently asked questions.

The questions CIOs, compliance teams, and heads of research ask before signing.

Talk to our team

FAQ

Frequently asked questions.

The questions CIOs, compliance teams, and heads of research ask before signing.

Talk to our team

AES-256 encryption in transit and at rest. SOC 2 Type II infrastructure. Strict access controls and audit logs on every action.

Ticker

EV/Rev

YoY

Rule of 40

SNOW

13.4x

+29%

DDOG

12.0x

+25%

MDB

8.9x

+22%

NET

12.5x

+28%

CRWD

17.1x

+33%

Context driven AI forInstitutional Finance

Agentic AI infrastructure for institutional investment research.

Deploy inside your governance perimeter

Reduce research cycle from 60 hours to 20

Connect your existing providers and file systems

The Pascal research stack, from data layer to first-draft memo.

The workspace where analysts run every Pascal agent.

The data stack your investment team already pays for, connected.

25+ research agents purpose-built for institutional investors.

API, SDK, and Toolkit for developers and engineers.

Your research compounds. Every query gets smarter.

The Pascal research stack, from data layer to first-draft memo.

The workspace where analysts run every Pascal agent.

The data stack your investment team already pays for, connected.

25+ research agents purpose-built for institutional investors.

API, SDK, and Toolkit for developers and engineers.

Your research compounds. Every query gets smarter.

Built for Finance.Sovereign by Design.

Alpha generation with auditable evidence trails.

IC memos, portfolio monitoring, and quarterly letters.

Pitch books, sector coverage, and live deal teams.

From sourcing to diligence on a single orchestrated stack.

Built for Finance.Sovereign by Design.

Alpha generation with auditable evidence trails.

Clear & detailed financial insights with institutional-grade intelligence

Security cleared for institutional finance.

Frequently asked questions.

Frequently asked questions.

Agentic AI infrastructure for institutional investment research.

Deploy inside your governance perimeter

Reduce research cycle from 60 hours to 20

Connect your existing providers and file systems

The Pascal research stack, from data layer to first-draft memo.

The workspace where analysts run every Pascal agent.

The data stack your investment team already pays for, connected.

25+ research agents purpose-built for institutional investors.

API, SDK, and Toolkit for developers and engineers.

Your research compounds. Every query gets smarter.

The Pascal research stack, from data layer to first-draft memo.

The workspace where analysts run every Pascal agent.

The data stack your investment team already pays for, connected.

25+ research agents purpose-built for institutional investors.

API, SDK, and Toolkit for developers and engineers.

Your research compounds. Every query gets smarter.

Built for Finance.Sovereign by Design.

Alpha generation with auditable evidence trails.

IC memos, portfolio monitoring, and quarterly letters.

Pitch books, sector coverage, and live deal teams.

From sourcing to diligence on a single orchestrated stack.

Built for Finance.Sovereign by Design.

Alpha generation with auditable evidence trails.

Security cleared for institutional finance.

Frequently asked questions.

Frequently asked questions.

Context driven AI for
Institutional Finance

Built for Finance.
Sovereign by Design.

Built for Finance.
Sovereign by Design.

Built for Finance.
Sovereign by Design.

Built for Finance.
Sovereign by Design.