Rogo

What is Rogo?

Rogo is an AI platform built for financial institutions, where agents research companies, draft decks and memos, and update models using a firm’s own data and licensed market sources. It is sold to banks and investment firms, not to individual retail investors.

The official site describes four parts: Agents that run finance workflows, Intelligence that turns a firm’s people and deal history into reusable knowledge, Projects for ingesting data rooms and running deal processes, and Watchtower for governing models, spend and permissions. Answers cite the filing, model or document they came from, and existing user entitlements carry through to every agent. Its newer agent, Felix, takes delegated work by email or the web interface and returns decks, spreadsheets and reports.

Press coverage reports that Rogo was founded in 2021 in New York by Gabriel Stengel, John Willett and Tumas Rackaitis. Its own news page confirms a $160 million Series D in April 2026 led by Kleiner Perkins, and the homepage claims 450 institutions and 60,000 bankers and investors. Rogo is a productivity tool for professionals; nothing it produces is investment advice, and investment decisions carry a risk of loss.

Key Features

Finance-specific agents are Rogo’s core, running multi-step banking and investing workflows across a firm’s documents and licensed data with a citation behind each answer.

• Finance agents: Rogo offers what it calls thousands of finance-specific workflows that reuse a firm’s existing data and processes. Typical jobs include comparable company analysis, earnings research and investment memo drafting for deal and coverage teams.
• Felix agent: Felix is an autonomous agent that accepts delegated work by email or in the web app. Rogo says it builds and refreshes decks, financial models and comps, and drafts memos and meeting materials for analyst review.
• Projects for deals: Projects let a deal team ingest a data room and run requests alongside colleagues inside Rogo. This keeps diligence files, questions and outputs for one transaction together rather than scattered across email threads.
• Firm intelligence: The Intelligence layer captures a firm’s people, past deals and expertise as governed knowledge. Junior staff can then reuse prior work and precedent material without hunting through shared drives for an old pitch book.
• Watchtower governance: Watchtower gives administrators one place to control models, spending, permissions and policies. Compliance and IT teams can monitor usage and limit which data each group of users and agents can reach.
• Cited answers: Every answer points back to the filing, model or document behind it. Analysts can open the source and check a figure before it reaches a client deck, which matters in regulated, high-stakes work.

Pros

Domain focus is why banks pick Rogo: it is trained around finance workflows and plugs into FactSet, PitchBook and DealCloud instead of acting as a general chatbot.

• Built for finance: Workflows target comps, memos, CIMs and model updates rather than general writing. Analysts spend less time adapting a generic assistant to the language and formats of banking and investing.
• Strong security credentials: Rogo lists SOC 2 Type II, ISO 27001 and ISO 42001, plus GDPR, CCPA and EU AI Act compliance. These certifications shorten security reviews at regulated institutions with strict vendor policies.
• Traceable outputs: Citations link each answer to its filing, model or document. Reviewers and compliance staff can audit where a number came from, which lowers the risk of an unchecked figure reaching a client.
• Respects existing permissions: User entitlements carry through to every agent, so staff only see data they are already cleared to view. This helps firms with information barriers between deal teams and research.
• Hands-on rollout: Rogo describes guided implementation and plans to embed more forward-deployed bankers and engineers with clients. Firms get finance-literate help configuring workflows rather than only a help centre.

Cons

Access is Rogo’s main barrier, because it sells only to institutions through demos and quotes, so freelancers and small advisory shops cannot simply sign up.

• No public pricing: Rogo publishes no prices, and directories list only custom pricing. Budget holders must go through a sales process before they can compare its cost with rival tools.
• Institutional focus: There is no self-serve plan, free tier or trial for individuals. Independent analysts, students and small advisory shops will find general research assistants far easier to access.
• Output still needs review: Testimonials on the Felix page describe work getting about 90 per cent of the way. Analysts must still check numbers, wording and formatting before anything reaches a client or committee.
• Depends on data licences: Much of Rogo’s value comes from connecting FactSet, PitchBook and similar sources. Firms without those subscriptions will see a narrower product, and licence costs sit on top of Rogo’s own fee.
• Limited public documentation: Feature detail, integration lists and limits are mostly shown in demos rather than public docs. Some integration pages on the official site returned errors when we tried to read them.

Who is Using Rogo?

Investment banks lead Rogo’s customer list, with the homepage naming Truist Securities, Nomura, Baird, Taureau Group and Harbor View.

• Investment bankers: Analysts and associates use it for comps, pitch materials and company research. The aim is to cut late-night deck and model refresh work.
• Private equity teams: Deal teams load data rooms into Projects and run diligence questions. They also draft investment memos for committee review.
• Equity research analysts: Research teams use it to track filings and earnings and draft notes. Baird is named for both banking and equity research use.
• Wealth and asset managers: Investment staff use it for company and market research across licensed sources. Final judgements and client advice stay with qualified professionals.

Pricing

Rogo sells on custom institutional contracts with no published price list, free tier or trial, and access starts with a demo request (official site, October 2026).

Futurepedia also lists Rogo as custom pricing, so no directory price conflicts with the official site.

Disclaimer: any eventual quote will depend on seat count, data connections and deployment scope, and third-party data licences such as FactSet or PitchBook are billed separately.

What Makes Rogo Unique?

Governed firm knowledge is Rogo’s clearest differentiator. Many finance AI tools search filings and transcripts, but Rogo also turns a firm’s own deal history, people and precedents into reusable intelligence, then lets Watchtower control which models, data and users can touch it.

Delivery is the second difference. Rogo pairs software with forward-deployed bankers and engineers, so workflows are configured by people who understand pitch books and models, not only by a customer success team.

Compatibilities and Integrations

FactSet, PitchBook, DealCloud and Salesforce sit alongside OneDrive and SharePoint on Rogo’s list of connected sources, with Dow Jones also named on its platform page.

• Market data: FactSet, PitchBook and Dow Jones are named data sources. Your firm needs its own licences for these providers.
• CRM and deal systems: DealCloud and Salesforce connect deal pipelines and relationship data. Agents can then draw on client and deal history when drafting materials.
• Document stores: OneDrive and SharePoint integration lets Rogo read internal files. Existing permissions carry through, so access mirrors your current entitlements.
• Access channels: Users work through the web application, and Felix also accepts tasks by email. We found no public mobile app or self-serve API documentation.
• Compliance: SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act compliance are listed. Ask for audit reports during procurement.

Rogo Tutorials

Rollout begins with a demo, and daily use then follows six steps once your firm has a contract.

1. Request a demo at rogo.com and agree scope, seats and data connections.
2. Work with Rogo’s implementation team to connect FactSet, PitchBook, SharePoint and other sources.
3. Set permissions, models and spending limits in Watchtower.
4. Start a Project for a live deal and load the data room.
5. Ask an agent or Felix for comps, a memo or a deck refresh, and review every citation.
6. Edit the output, apply house style, and record feedback so workflows improve.

How We Rated It

Rogo scores 4.0 out of 5, pulled down by opaque, institution-only pricing but lifted by finance-specific workflows and a strong compliance record.

Summary

Rogo suits investment banks, private equity firms and research teams that want finance-specific AI agents tied to their own data and licensed sources. The main limitation is access, because pricing is quote-only and there is no plan for individuals. Outputs still need analyst review, and nothing Rogo produces is investment advice. We rate it highly for security and domain focus but lower for cost transparency. If you are evaluating it, run a pilot on one live deal and time the comps and memo work against your usual process.