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Private Markets

Source-cited diligence agents inside your VPC. Built for PE, venture, private credit, and infrastructure.

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Project Atlas · Due Diligence

Target: SaaS Co. — Healthcare IT · Series C

In Progress

CIM_v3.pdfFinancials_FY24Contracts ×12

Revenue qualityReviewed

Customer concentration1 flag

Contract termsReviewed

Working capitalReviewed

IP / PatentsIn progress

LitigationReviewed

Risk Flag: Customer Concentration

Top-3 customers = 68% of ARR. Request customer contracts before IC.

4.2 hrssaved · vs 18.5 hrs manual baseline

Trusted By

The deal and diligence agents Pascal ships with.

Due Diligence

CIMs, financials, and contracts ingested from the data room. Risks and red flags surfaced. IC questions predicted from prior deals.

CIM Analysis · Risk Summary

Revenue qualityReviewed

Customer concentration1 flag

Contract termsReviewed

Working capitalReviewed

LitigationReviewed

Predicted IC Question

“How does management plan to reduce top-3 customer concentration below 50%?”

Surfaces from 14 prior deal ICs · 38 sources cited

IC Memo Builder

Data room to IC-ready memo in hours. Financials, market sizing, and comps in your firm's template. Every claim cited.

IC Memo — Project Atlas

Export ↑

CIM_v3.pdfFinancials_FY24Market Research

Investment Thesis

Healthcare IT SaaS with sticky EMR integration and expanding into insurance claims automation. Market-leading NRR of 118% supports expansion thesis...

Key Financials (FY24)

Revenue

$125M

EBITDA

$28M

ARR

$115M

Key Risks

Customer concentration (top-3 = 68% ARR) · Regulatory overhang on claims data · CTO departure risk

Every claim cited · 24 sources

Portfolio Monitoring

Filings, news, KPI reports monitored across the portfolio. Material developments flagged. Covenant compliance tracked automatically.

Portfolio Monitor · 4 Active Holdings

HTC

HealthTech Co.

Rev ↑ 18% YoY

10-Q Filed

LSI

LogiSoft Inc.

Covenant: Review

M&A Rumor

MCA

Meridian Capital

EBITDA on track

Board Deck Ready

CAI

ConstructAI Ltd.

Liquidity: Flag

Breach Risk

Auto-Monitoring Active

Filings, news, KPI reports — flagged in real time with source citations.

Build Custom Workflows

Workflows tailored to your firm. Connects to Datasite, Intralinks, PitchBook, Preqin, your CRM. End-to-end deal lifecycle.

Workflow Builder

Data Room Fetch

Datasite + Intralinks

Step 1

CIM Analyzer

Risk & opportunity flags

Step 2

IC Memo Draft

On firm template

Step 3

Compliance Check

Auto-flag & cite

Step 4

The deal and diligence agents Pascal ships with.

Due Diligence

CIMs, financials, and contracts ingested from the data room. Risks and red flags surfaced. IC questions predicted from prior deals.

CIM Analysis · Risk Summary

Revenue qualityReviewed

Customer concentration1 flag

Contract termsReviewed

Working capitalReviewed

LitigationReviewed

Predicted IC Question

“How does management plan to reduce top-3 customer concentration below 50%?”

Surfaces from 14 prior deal ICs · 38 sources cited

IC Memo Builder

Data room to IC-ready memo in hours. Financials, market sizing, and comps in your firm's template. Every claim cited.

IC Memo — Project Atlas

Export ↑

CIM_v3.pdfFinancials_FY24Market Research

Investment Thesis

Healthcare IT SaaS with sticky EMR integration and expanding into insurance claims automation. Market-leading NRR of 118% supports expansion thesis...

Key Financials (FY24)

Revenue

$125M

EBITDA

$28M

ARR

$115M

Key Risks

Customer concentration (top-3 = 68% ARR) · Regulatory overhang on claims data · CTO departure risk

Every claim cited · 24 sources

Portfolio Monitoring

Filings, news, KPI reports monitored across the portfolio. Material developments flagged. Covenant compliance tracked automatically.

Portfolio Monitor · 4 Active Holdings

HTC

HealthTech Co.

Rev ↑ 18% YoY

10-Q Filed

LSI

LogiSoft Inc.

Covenant: Review

M&A Rumor

MCA

Meridian Capital

EBITDA on track

Board Deck Ready

CAI

ConstructAI Ltd.

Liquidity: Flag

Breach Risk

Auto-Monitoring Active

Filings, news, KPI reports — flagged in real time with source citations.

Build Custom Workflows

Workflows tailored to your firm. Connects to Datasite, Intralinks, PitchBook, Preqin, your CRM. End-to-end deal lifecycle.

Workflow Builder

Data Room Fetch

Datasite + Intralinks

Step 1

CIM Analyzer

Risk & opportunity flags

Step 2

IC Memo Draft

On firm template

Step 3

Compliance Check

Auto-flag & cite

Step 4

Developer Toolkit

Build Your Own Agents with the Pascal SDK

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

Customizable: Python and TypeScript SDKs on the Cognitive Engine.
Enterprise Integration: Plug into CRMs, data rooms, and portfolio systems.
Production-Grade Document Handling: Parse CIMs, contracts, and board decks at scale.
Developer-Friendly, Sovereign-Ready: Rapid prototyping with zero data retention.

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 workflows live — and cut diligence effort by up to 70%.

Extract IC Questions Automatically

Reads prior minutes and partner feedback to surface recurring concerns before every committee session.

Generate Due Diligence Reports

Produces structured DD reports flagging risks and citing sources — from CIM to closing memo.

Predict Future IC Questions

Forecasts committee questions based on historical patterns from your firm's prior deals.

Why Pascal

Why Top Private Markets Firms 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.

Partner & Head of Technology

Leading Private Markets Firm