Private Equity Intelligence Platform
Queryable intelligence for deal teams and operating partners
Ask anything about the deal. Get the operating answer instantly.
Pastel gives private equity teams a live operating picture they can query in plain English. Ask what changed, what is at risk, or what needs action, then launch playbooks that move the work forward through Slack and email.
Typical PE question
Which renewals and pricing changes create the biggest downside risk to next quarter EBITDA?
Pastel answer
Three counterparties account for 72% of near-term contract exposure, with the heaviest concentration in April renewals and one unresolved pricing mismatch already impacting margin.
Renewal exposure vs EBITDA at risk
Next 90 days
Renewal exposure
Estimated EBITDA risk
Before CIM: assemble the operating baseline and clean up the evidence behind the story.
In diligence: surface issues, answer questions faster, and keep every party on the same page.
After close: query the operating picture and run playbooks through virtual teammates over Slack and email.
Explore the platform
See the company from the angles private equity teams actually need.
Pastel keeps each operating view focused: one for live diligence, one for contracts and documents, and one for the financial timeline that shapes what happens next.
Diligence workspace
Underwrite from a live operating picture, not a static export.
Bring alerts, contract health, AI review focus, and company context together so the team can move from question lists to operating answers faster.
- Surface the issues worth partner attention before the room gets noisy.
- Focus review around financial governance, term compliance, and post-M&A governance.
- Give lenders, advisors, and operators the same current view.
Contracts & documents
Know what is signed, missing, expiring, and ready for the data room.
Pastel organizes customer, vendor, employee, and governance documents into a structure that works for both diligence and post-close tracking.
- Keep document types and counterparties in one searchable layer.
- Spot missing support before diligence requests turn reactive.
- Move from collection to review without rebuilding the filing logic.
Financial timeline
See the next operating events before they hit the model.
Renewal notices, price escalators, bonus payouts, and revenue recognition events should be visible as operating signals, not discovered after the fact.
- Track what is coming and who needs to act on it.
- Connect contract terms to future financial impact.
- Turn event visibility into sharper IC and 100-day planning.
Agent & playbooks
Ask Pastel anything, then let playbooks move the work forward.
The query layer turns the operating picture into something teams can ask about directly. The playbook layer turns those answers into repeatable action through virtual teammates that communicate over Slack and email.
- Ask what is changing in any deal or portfolio company and get an answer grounded in the operating data.
- Use playbooks to chase issues, collect approvals, and keep work moving after diligence.
- Turn diligence findings into coordinated execution instead of static notes.
Diligence workspace
Operating review
Alerts
4
Contracts
58
Readiness
91%
AI review focus
Financial governance
Commercial term compliance
Strategic & post-M&A governance
$5.2k overpayment identified against agreed terms.
60-day lease renewal risk flagged for review.
$18.5k bill flagged for immediate follow-up.
ERP lag and reconciliation gaps are concentrated in two cost centers.
Three customer agreements contain pricing mechanics not reflected in billing.
Eight value-creation actions can be assigned directly into the 100-day plan.
Resolve missing agreements and renewal exposure within 30 days.
Link contract mechanics to billing and margin analysis after close.
Track renewals, escalators, and compensation events in the first board cycle.
Contracts & documents
Customer documents
Ready for diligence review
Still awaiting support
Document
Type
Date
MSA_GlobalCorp_2025.pdf
MSA
2025-01-15
OrderForm_TechGiant_Q1.pdf
Order form
2025-02-01
SOW_FinTech_Impl.pdf
SOW
2025-01-20
Supplier_Master_Agreement.pdf
MSA
2024-11-18
Procurement_Pricing_Schedule.xlsx
Pricing
2025-02-07
VP_Sales_Employment_Agreement.pdf
Employment
2024-10-11
Bonus_Plan_2026.pdf
Compensation
2025-01-05
Board_Consent_Q4.pdf
Board
2024-12-18
Delegation_of_Authority.pdf
Policy
2025-01-09
Financial timeline
Upcoming events
Payment due
Office lease monthly rent posts on Mar 14, 2026.
Renewal notice
HubSpot 3-year contract auto-renews on Mar 29, 2026.
Price escalator
Salesforce annual contract increases 3% on Apr 13, 2026.
Bonus payout
Performance compensation accrues on May 28, 2026.
Agent & playbooks
Query the company, then coordinate the next move.
What changed across vendor renewals, pricing
escalators, and payment mismatches in the last 30
days for FinTech Innovations?
Two renewals and one escalator will affect near-term spend and vendor leverage.
$5.2k mismatch remains unresolved and should be assigned before month-end close.
Launch the vendor-governance playbook, notify the operating lead in Slack, and send finance a review email with the flagged agreements attached.
Checks exceptions, requests approvals, and routes issues to the right operator.
Tracks renewals, price changes, and off-contract billing across counterparties.
Turns diligence issues into owned post-close actions and keeps progress visible.
Renewal pricing for Salesforce increases 3% on Apr 13. Do you want me to route this to the commercial ops playbook?
Yes. Notify finance and add it to the next operating review.
Sent summary to finance, linked the contract, and assigned the pricing review owner.
Workflow
One system across the deal lifecycle.
The point is not a prettier dashboard. It is keeping the same operating truth alive from preparation through diligence and into execution after close.
Build the operating baseline.
Pull together contracts, document coverage, and financial events so the narrative starts from evidence rather than manual stitching.
Surface issues early and answer faster.
Focus the team on what matters, reduce version-control drift, and give third parties a cleaner operating view.
Carry context into value creation and coordinated follow-through.
Use the same signals to support 100-day priorities, operating reviews, board conversations, and playbooks that keep work moving.
Agentic execution
After diligence, Pastel becomes the operating layer that can answer and act.
Dashboards matter, but the bigger shift is that Pastel stays queryable after close and turns recurring workflows into playbooks with virtual teammates that follow up through Slack and email.
Get answers about any deal or portfolio company in plain English.
Ask what changed, what is at risk, what needs approval, or what should happen next, and Pastel answers from the live operating picture.
Deploy virtual teammates to move the work, not just summarize it.
Playbooks follow up with owners, request confirmation, route issues, and keep the operating team informed in the channels they already use.
Why firms buy Pastel
One view the deal team can start with and the operating team can keep.
Pastel helps firms shorten time to conviction, run cleaner diligence, and hand off a stronger operating picture that remains usable after close.
Ask what changed, what is at risk, or what is missing instead of waiting for someone to rebuild the answer by hand.
Give investment professionals, operators, lenders, and third parties the same current source of truth.
Turn diligence findings into owned playbooks and ongoing communication instead of leaving the insight in a memo.
Customer proof
“The ability to ask anything about the deal and get an instant, grounded answer saved us weeks. Pastel shortened diligence, sharpened our IC preparation, and kept the same context alive after close.”
Book a demo
See Pastel on the kind of company you are evaluating now.
We will walk you through a live operating view tailored to your deal context, with contracts, events, issues, and diligence readiness shown the way a private equity team would actually use them.
30-minute walkthrough. No generic deck. No filler.