Pastel See it live
Private Equity Diligence, Rebuilt
Connect every source. Create one truth layer. Let the agent run.

Know if the deal holds up. One truth layer for diligence.

Pastel connects contracts, documents, finance, and stakeholder input into one operating picture, then agents run the follow-up needed to keep diligence moving.

Book a live walkthrough See the agent in action
Live deal view Contracts, docs, finance
Decision view

What is driving next-quarter EBITDA risk?

Key takeaway

April renewals drive most near-term risk. One pricing exception is already affecting margin, and two vendor schedules are still missing.

Playbook live Vendor follow-up is already running across Slack and email
Risk map
Near-term EBITDA exposure
Updated live
Largest driver Follow-up required
How It Works

From company data to coordinated action.

Pastel turns contracts, documents, finance, and stakeholder input into a live truth layer, runs playbooks against it, and gives agents the context they need to move the next action.

Core engine Connect the sources

Contracts, documents, finance, and stakeholders come together in one truth layer.

Contracts Documents Finance Stakeholders
Playbooks See the real risk

Pastel runs rule-based checks to surface what matters before diligence turns reactive.

Revenue leaks Compliance gaps Spend anomalies Deal risks
Agents Move the follow-up

Agents use the same context to request support, route outreach, and keep work moving.

Owner outreach Doc requests Escalations Post-close tasks
Inside Pastel

The live workspace behind the operating graph.

Pastel gives the deal team one system for evaluating the asset, seeing what is missing, and pushing the follow-up through the company without losing context.

Diligence workspace

See the risk and the evidence together.

Pastel pulls alerts, contract signals, and review priorities into one operating view so the team can evaluate the deal without stitching the context together by hand.

  • Answer deal questions from linked evidence.
  • Keep advisors, lenders, and operators on the same view.
Contracts & documents

Know what is in the room and what still is not.

See signed agreements, supporting schedules, and missing documents without losing the thread between owners, counterparties, and diligence workstreams.

  • Track readiness by category and owner.
  • Spot missing support before requests pile up.
Financial timeline

Map the obligations that can move the model.

Renewals, escalators, payouts, and accounting events stay visible as forward-looking operating signals, not buried footnotes.

  • See what is coming and who needs to respond.
  • Connect terms to financial impact before diligence turns reactive.
Agent & playbooks

Agents turn diligence gaps into forward motion.

When support is missing or context is incomplete, Pastel launches the right playbook, contacts the right people, and keeps the checklist moving without manual chase.

  • Request documents over Slack and email.
  • Run role-based playbooks that act like virtual teammates.
Diligence workspace

Operating review

4 open issues
Alerts 4
Contracts 58
Readiness 91%
AI review focus
Financial governance
Commercial term compliance
Strategic & post-M&A governance
Payment mismatch

$5.2k overpayment identified against agreed terms.

Lease expiry

60-day lease renewal risk flagged for review.

Invoice without contract

$18.5k bill flagged for immediate follow-up.

Review stream Financial governance

ERP lag and reconciliation gaps are concentrated in two cost centers.

Review stream Commercial term compliance

Three customer agreements contain pricing mechanics not reflected in billing.

Review stream Post-M&A governance

Eight value-creation actions can be assigned directly into the 100-day plan.

Priority 01 Vendor contract clean-up

Resolve missing agreements and renewal exposure within 30 days.

Priority 02 Pricing leakage review

Link contract mechanics to billing and margin analysis after close.

Priority 03 Cash-impact timeline

Track renewals, escalators, and compensation events in the first board cycle.

Contracts & documents

Customer documents

842 indexed
Coverage 91%

Ready for diligence review

Missing items 14

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
Financial timeline

Upcoming events

12 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

Keep diligence moving without manual chasing.

Slack + email active
Missing docs

Mentioned in diligence, not uploaded yet.

GlobalCorp_MSA_Signed.pdf
Vendor_Pricing_Schedule_Q2.xlsx
Deferred_Revenue_Support_2026.xlsx
Slack follow-up
Slack # diligence-requests
Agent live
Pastel Agent 10:30 AM

We are still missing the signed SOW for GlobalCorp. Can you upload it or confirm the active version for diligence?

S
Sarah Chen · VP R&D 10:31 AM

The signed copy is in our shared drive. I’m sending it now and will confirm the active version.

Pastel Agent 10:32 AM

Received. Linked to the deal room, checklist updated, and finance review is unblocked.

Playbook Document chase

Collect missing agreements and supporting schedules.

Virtual teammate: DD coordinator
Playbook Financial governance

Route exceptions and approvals to finance owners.

Virtual teammate: Finance controller
Playbook Post-close actioning

Carry diligence findings into owned workstreams.

Virtual teammate: Integration PM
Features

A decision layer, a diligence workspace, and agents that move the work.

Pastel is designed to help the team see whether the deal holds up, then reduce the manual coordination required to finish diligence and carry the context forward.

Document chase

Request what is missing.

Draft outreach, tag owners, and keep the checklist current without the deal team becoming project managers.

Owner follow-up

Reach the right person with context.

Pastel contacts the CFO, controller, or business lead with the exact request tied to the deal.

Playbooks

Keep the workflow running after close.

Carry diligence issues into live workstreams instead of leaving them behind in a memo.

Built for deal teams, operating partners, and finance owners.
Security

Designed for sensitive deal work.

Diligence tools need more than a good interface. They need clear access control, traceability, and a workflow the team can trust with confidential company information.

Permissioned access Audit trail Traceable outputs Human oversight
Controlled visibility

Keep sensitive deal work inside permissioned workspaces with the right owners in the loop.

Traceable actions

Keep answers, requests, and owner follow-up tied back to the operating context behind the deal.

Human-in-the-loop execution

Let agents move the process while keeping the deal team in control of the workflow and decisions.

Teams using Pastel
Deal teams Operating partners Finance owners
Saved weeks of diligence follow-up
“Being able to ask anything about the deal and get an instant, grounded answer saved us weeks. What really changed the process was Pastel’s agents chasing missing documents and owners for us, so diligence kept moving without the team becoming project managers.”
M
Operating Partner, Maverick On shortening diligence and carrying context forward after close.
Book a demo

See Pastel on the kind of company you are evaluating now.

We’ll show you the live operating picture, the agent follow-up, and the playbooks on a deal context that looks like yours.

30-minute walkthrough. No generic deck. No filler.

We will follow up with a tailored demo flow and the next available slot.