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Rogo

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Introduction
AI platform for financial institutions with purpose-built agents to execute workflows, unify data, and build governed intelligence.
Added on
11/1/2026
Pricing
Not specified
WebsiteAI Research & Data ToolsAI Search & Research ToolsAI Data Analysis ToolsAI Industry Applications ToolsAI Industry-Specific Tools
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PRODUCT OVERVIEW

What is Rogo?

Rogo is an AI platform built for finance, serving investment banks, advisory firms, and financial institutions. It provides hundreds of purpose-built financial agents that execute end-to-end workflows such as reviewing LBO models, checking relationship notes, updating opportunity stages, reading investment memos, refreshing public comps, and finding precedent deals. Rogo unifies a firm's systems, data, and knowledge through secure connections to tools like OneDrive, DealCloud, Salesforce, SharePoint, FactSet, and PitchBook. It also builds governed intelligence from individual preferences, relationships, and knowledge for firmwide use. The platform is designed for bankers and investors, with deployment supported by former bankers and investors who partner from day one through firmwide rollout. Access is arranged through a demo request, and security certifications include SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001, and EU AI Act.

How to use Rogo

  1. 1

    Request a demo

    Visit the Rogo website and submit a demo request to discuss deployment for your firm.

  2. 2

    Connect your data sources

    Securely connect firm systems such as OneDrive, SharePoint, Salesforce, DealCloud, FactSet, and PitchBook.

  3. 3

    Run financial workflows with agents

    Use purpose-built financial agents to execute tasks like reviewing models, reading memos, and refreshing comps.

  4. 4

    Build governed intelligence

    Turn individual preferences, relationships, and knowledge into intelligence the entire firm can use.

Rogo Features

Hundreds of purpose-built financial agents for end-to-end workflows

Secure connections to firm systems including OneDrive, SharePoint, Salesforce, DealCloud, FactSet, and PitchBook

Unified data across people, companies, deals, and memory

Governed intelligence built from individual preferences, relationships, and knowledge

Security and controls for financial institutions, with SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001, and EU AI Act certifications

Deployment partnership with former bankers and investors from day one through firmwide rollout

Rogo Use Cases

  • Reviewing LBO models and financial outputs

  • Checking relationship notes and updating opportunity stages

  • Reading investment memos and refreshing public comps

  • Finding precedent deals for projects

  • Unifying firm data and knowledge for governed intelligence

Rogo FAQs

Rogo is an AI platform for financial institutions that provides purpose-built financial agents to execute workflows, unify data, and build governed intelligence.

Rogo is built for finance professionals, including bankers and investors at investment banks, advisory firms, and other financial institutions.

Agents can review LBO models, check relationship notes, update opportunity stages, read investment memos, refresh public comps, and find precedent deals, among other financial workflows.

Rogo provides secure connections to systems such as OneDrive, DealCloud, Salesforce, SharePoint, FactSet, and PitchBook.

Former bankers and investors embed with your team, partnering from day one through firmwide rollout.

Rogo lists SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001, and EU AI Act certifications.

You can request a demo through the Rogo website to discuss deployment for your firm.

Rogo Official Information

Website
https://rogo.com/
Support
support@rogo.ai
Contact
https://rogo.com/demo

Rogo Pricing

Not specified

See the official website for current pricing.

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