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Rogo

Rogo is a finance-native AI platform helping bankers and investors automate research, due diligence, and document production through end-to-end agentic workflows.

Finance-native AI platform that helps bankers and investors automate research, due diligence, and document production using AI agents to execute end-to-end deal workflows and produce institutional-grade outputs.

Key Features

  • Felix AI agent for role-aware, autonomous deal workflows

  • Document Q&A across internal & external sources

  • Institutional output generation (memos, models, decks)

  • Integrated financial data (S&P, FactSet, PitchBook)

  • Finance-specific LLM

AI Capabilities

Finance-specific LLM fine-tuned on banking workflows; multi-model architecture using OpenAI, Google Gemini, and Anthropic; agentic AI (Felix) for autonomous research, report generation, and workflow execution.

Integrations

SharePoint, Salesforce, S&P Global/Cap IQ, FactSet, PitchBook, Preqin, LSEG, SEC EDGAR, OpenAI, Google Gemini, Anthropic

What sets it apart

  1. Built by and for finance professionals — domain expertise is core, not bolted on

  2. 35,000+ users at 250+ institutions including Nomura, Truist Securities, and Baird; $160M Series D (~$2B valuation)

  3. Bespoke deployment model with white-glove onboarding by ex-finance professionals

Key Facts

Founded
2021
Pricing
Subscription
Deal Stage
Strategy, Transaction, Integration
Target Market
Investment Banking, Private Equity, Asset Management

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