Rogo is an enterprise AI platform built for investment banks, private equity firms, and public and private market investors. It runs on custom-trained large language models developed specifically for finance, using professionally labeled data rather than general-purpose training sets. The platform is aimed at firms that need to turn raw market data and internal documents into finished deliverables like Excel models, memos, and slide decks.
Users interact with Rogo through an interactive AI table, a library of pre-written prompts, or Felix, a specialized AI agent that can be reached through the platform or by email. Felix is designed to handle multi-step tasks end to end, similar to delegating work to a junior colleague, rather than answering single queries.
The platform connects to institutional data providers including LSEG, FactSet, Capital IQ, PitchBook, and Preqin, alongside SEC filings, earnings transcripts, and real-time news. It can also embed into a firm’s internal systems, such as SharePoint and CRM tools, so outputs draw on both external market data and proprietary firm records.
Rogo differentiates itself from general AI chat tools through single-tenant deployment options, role-based governance, and an implementation process run by a team with prior banking and investing backgrounds. As of its April 2026 Series D funding announcement, the platform was reported to serve more than 35,000 financial professionals across over 250 institutions.
Pricing
Rogo does not publish pricing plans, tiers, or per-seat costs on its public website. There is no publicly listed free plan or free trial, and pricing appears to follow a custom enterprise deployment model negotiated directly with each institution. Prospective customers need to request a demo or contact sales to receive a quote, and no usage-based pricing details are disclosed.
* Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official website.
Key Features
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Custom-trained large language models built specifically for finance
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Felix AI agent handles multi-step tasks via chat or email
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Interactive AI table for organizing and updating financial data
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Native integrations with LSEG, FactSet, Capital IQ, and PitchBook
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Automated search across SEC filings, transcripts, and live news
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Single-tenant deployment with granular role-based governance controls
Use Cases
Earnings Comparison Analysis
Analysts use Rogo to aggregate financial metrics and commentary across multiple quarterly earnings reports. The platform automates spreadsheet population, cutting down manual data entry during earnings season.
Meeting Preparation and Briefings
Dealmakers generate briefing packs and executive bios ahead of client meetings. Rogo compiles recent news, transaction history, and financial indicators into a structured document.
Company Profile Generation
Users query the platform to build structured profiles covering financial summaries, executives, and market positioning. Profiles draw on SEC filings and connected market databases to speed up early target evaluation.
Investment Material Drafting
Deal teams draft, format, and proofread presentation decks, investment memos, and diligence materials. Rogo formats these outputs to match common institutional presentation standards.
Buyer and Sponsor Mapping
Private equity and banking teams query connected databases to identify potential buyers, financial sponsors, and secondary market participants. This helps surface matching counterparties earlier in deal sourcing.
Strengths & Weaknesses
Strengths
Built by a team with direct banking and investing backgrounds, aimed at finance-specific workflows.
The Felix agent can execute multi-step tasks and be delegated work by email, not just chat.
Connects directly to major institutional data sources including LSEG, FactSet, Capital IQ, PitchBook, and Preqin.
Maintains SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA, and EU AI Act compliance.
Offers single-tenant deployment with role-based access controls and audit trails for security-conscious firms.
Weaknesses
Pricing is not published anywhere, so evaluating cost requires contacting sales directly.
No public free plan or free trial exists, limiting independent hands-on testing before purchase.
Onboarding relies on a guided, white-glove implementation, which may extend setup time versus self-serve tools.
The platform is built narrowly for institutional finance, offering little value outside that domain.
Who Is This For?
Investment bankers: useful for automating comp tables, earnings analyses, meeting prep, and deck creation to reduce junior staff workload.
Private equity and venture capital investors: supports private company profiling, memo drafting, and sponsor analysis for faster diligence.
Public market equity research analysts: helps interrogate SEC filings, transcripts, and international filings more quickly.
Financial institution executives and COOs: relevant for firm-wide governance controls and secure single-tenant infrastructure.
Frequently Asked Questions
Does Rogo use customer data to train its models?
No. Rogo states it never uses private customer data to train or update its models.
What security certifications does Rogo hold?
Rogo maintains SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA, and EU AI Act alignment.
How do users interact with the Felix AI agent?
Users can message Felix through the platform interface or email it directly to delegate multi-step tasks, similar to working with a colleague.
What financial data sources does Rogo connect to?
Rogo integrates with LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, Quartr, Daloopa, and SEC and international filings.
What deployment options does Rogo offer?
Rogo offers single-tenant deployment options built for institutions with strict security and infrastructure requirements.
Is Rogo’s pricing publicly available?
No. Pricing is not published, and prospective customers need to contact Rogo directly for a quote.
Is there a free trial or free plan?
There is no publicly listed free plan or free trial, based on available information.
Who typically uses Rogo inside a financial firm?
Investment bankers, private equity and venture capital investors, equity research analysts, and firm executives are the main user groups.
Can Rogo connect to internal systems like SharePoint or a CRM?
Yes. Rogo can embed into internal file repositories and CRM systems alongside its external data integrations.
What kind of outputs can Rogo produce?
Rogo can generate company profiles, earnings comparisons, meeting briefing packs, sponsor overviews, and draft slide decks or memos.
Rogo integrates with LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, Quartr, and Daloopa for market and alternative asset data. It also connects to SEC and international filings, real-time news and web sources, and internal systems such as SharePoint and CRM platforms.