Rogo
AI platform for banks and investment firms that runs financial workflows with task-specific agents.
Rogo is an AI platform for financial institutions that completes banking and investing tasks through agents designed for finance. Rogo connects to a firm's systems and documents, keeps shared context about deals and relationships, and is used by analysts and bankers to review models, update comparables and research transactions. Rogo is sold through a demo request.
Best for Investment banks, research teams and investment firms that want one governed AI system for model review, deal research and internal knowledge.
- Pricing model
- Contact sales
- Made by
- Rogo
- Added
Last verified: . Information taken from rogo.com.
What is Rogo?
Rogo is an AI platform sold to financial institutions such as investment banks, research desks and advisory firms. It offers several hundred agents written for finance tasks, and the examples on its site include reviewing an LBO model, refreshing public comparables, locating precedent transactions and reading an investment memo. The product links to a firm's internal systems so that people, companies, deals and saved context sit in one searchable layer, and it turns individual preferences and relationship notes into knowledge the whole organisation can draw on under governance rules. Usage is measured in credits that can be broken down by project. Rogo also assigns former bankers and investors to work alongside a client during rollout. Access is arranged through a demo request; no public price list is shown.
Key Features
Finance-specific agents
Supplies hundreds of agents that carry out complete tasks such as checking an LBO spreadsheet or updating a comparables set.
Connected firm data
Links securely to a firm's systems and documents so records on people, companies and deals can be queried together.
Shared memory
Stores preferences, relationships and prior work as governed context that colleagues across the firm can reuse.
Usage tracking by project
Shows credit consumption over time split between named projects.
Security and compliance
Lists SOC 2 Type II, ISO 27001 and ISO 42001 alongside GDPR, CCPA and EU AI Act coverage.
Forward Deployed Bankers
Places staff with banking or investing backgrounds inside the client team from the first day until firm-wide adoption.
Screenshots
Use Cases
- Checking a financial model
- An analyst asks an agent to review an LBO workbook before it goes to a senior banker.
- Refreshing comparables
- A deal team updates the public comps for a pitch without rebuilding the table by hand.
- Searching past transactions
- A banker looks up precedent deals and earlier internal work relevant to a live mandate.
- Preparing for a client meeting
- A relationship manager pulls notes and history on a contact before a call.
- Rolling AI out across a bank
- Leadership deploys one governed system to many teams with support from embedded specialists.
Things to know
- Sold to institutions
- The site offers a demo request and a sales contact rather than self-service sign-up or listed plans.
- Credit-based usage
- A dashboard on the home page shows consumption counted in credits and grouped by project.
- Listed certifications
- SOC 2 Type II, ISO 27001 and ISO 42001 appear on the site next to GDPR, CCPA and EU AI Act.
FAQs
What is Rogo?
Rogo is an AI platform built for financial institutions. It combines finance-specific agents with a firm's own data and knowledge.
What is Rogo used for?
Rogo is used for work such as reviewing financial models, updating comparable-company sets, finding precedent deals and reading memos. It is aimed at bankers and investors.
How much does Rogo cost?
Rogo does not publish prices on its website. Firms request a demo or contact the sales team.
Who uses Rogo?
Rogo says it serves around 450 institutions and about 60,000 bankers and investors. Its site features customer stories from firms including Baird.
Is Rogo secure enough for a bank?
Rogo lists SOC 2 Type II, ISO 27001 and ISO 42001 on its site, together with GDPR, CCPA and EU AI Act references. It describes its controls as designed for financial institutions.
What are Forward Deployed Bankers at Rogo?
Forward Deployed Bankers are Rogo staff who previously worked as bankers or investors. They join a client's team during setup and stay through the wider rollout.
Who it's for
- Investment bankers
- Equity research teams
- Private equity investors
- M&A advisers
- Finance firm leadership
Comments
No comments yet. If you have used Rogo, tell other readers how it went.
Alternatives to Rogo
| Tool | Free plan | Starting price | API |
|---|---|---|---|
AiPriseCompliance platform for verifying businesses and individuals worldwide, with AI agents for review work. |
— | — | — |
 CoinruleNo-code builder for rule-based trading bots across crypto exchanges, onchain networks and stock brokers. |
Yes | — | — |
 FactorialBusiness management software for HR, payroll, finance and IT with a built-in AI agent called One. |
— | — | Yes |
 GainiumOpen-source crypto trading platform with backtesting, no-code bots, a trade journal and an AI assistant. |
Yes | — | Yes |
 NanonetsPlatform that turns documented business processes into AI agents for invoices, claims, orders and other back-office work. |
Yes | — | Yes |
Listed in the same categories as Rogo. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Finance & Accounting tools