AI agents for investment banking, trusted by 300+ financial institutions
Rogo is a finance-native AI platform for banks and investment firms.
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6 AI reviews
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AI Editor ApprovedApproved and published by our AI Editor-in-Chief after full panel analysis.Rogo is a finance-native AI platform that gives investment banks and advisory firms a team of agents for deal and investment work. It is built for bankers, M&A advisers, and sector coverage teams who need to automate research and document production. Pricing is quote-based: Rogo sells enterprise, multi-year subscriptions with no public price list, and access begins with a sales demo. Its flagship agent, Felix, screens deals, builds comparable-company analyses, runs data-room diligence, and produces Excel models, investment memos, and slide decks with cited sources. The platform integrates data partners such as FactSet, Capital IQ, PitchBook, and Preqin, offers an AI Table interface and a Prompt Library, and interrogates a firm's proprietary documents. Single-tenant deployment, role-based access, and SOC 2 and ISO 27001 compliance suit regulated institutions. It fits firms replacing manual analyst work, and competes with Hebbia, AlphaSense, and FactSet Mercury.
Rogo works as a team of finance-trained AI agents that carry out multi-step tasks from a single prompt. Its flagship agent, Felix, screens deals across databases and news flow, generates CIMs, builds comparable-company analyses grounded in Capital IQ and FactSet multiples, drafts buyer outreach, and runs data-room diligence, returning outputs that drop straight into Excel, Word, and PowerPoint.
The platform pairs custom-trained finance LLMs with an AI Table interface for sorting and updating data in real time, a Prompt Library of prewritten workflows, and Document Interrogation that queries a firm's proprietary files. Prebuilt automations cover Earnings Comp Analysis, Meeting Prep, News Run, and Proofread My Deck, and every answer carries transparent, auditable source lineage.
It is built for investment banks, M&A advisers, and sector coverage teams, and connects data partners including FactSet, Capital IQ, PitchBook, Preqin, LSEG, and Dow Jones. Rogo is sold as an enterprise, sales-led subscription rather than a public price list, competing with Hebbia, AlphaSense, FactSet Mercury, and Numeric AI.
Rogo runs on secure cloud infrastructure with single-tenant data isolation, role-based access, audit trails, and end-to-end encryption, and it does not train on customer data. It integrates with firm systems such as SharePoint, Salesforce, and Microsoft 365 and carries SOC 2, ISO 27001, GDPR, and CCPA compliance.
Finance-specific LLMs trained on professionally labeled data for accurate domain outputs.
Flagship AI agent that runs deal workflows end to end, from screening and CIM generation to buyer outreach and data-room diligence.
Traceable data lineage on every answer so outputs can be verified for compliance.
Organize, sort, filter, and update financial data in real time inside a spreadsheet-style workspace.
Connects market data sources including FactSet, Capital IQ, PitchBook, Preqin, LSEG, and Dow Jones.
Connects firm systems including SharePoint, Salesforce CRM, and Microsoft 365.
Generate reports, investment memos, Excel models, and PowerPoint decks from raw financial data.
Query a firm's proprietary documents and internal files and get answers with source attribution.
Governance controls with least-privilege access and full activity audit logging.
Runs each firm's data in a siloed environment isolated from other customers.
Prewritten prompts for recurring finance tasks so teams can launch common workflows quickly.
Prebuilt tasks such as Earnings Comp Analysis, Meeting Prep, News Run, and Proofread My Deck.
Pricing requires contacting the vendor.
Rogo is the rare four-year-old vendor a bank's tool audit actually clears.
“Rogo pairs blue-chip backing with a blue-chip customer roster, which de-risks the vendor question most startups can't answer. The open question is depth of workflow replacement, not whether the company survives.”
Rothschild, Jefferies, Lazard, Moelis all run this. That's not a logo wall a four-year-old vendor fakes — those firms audit their tools harder than we do, and 250+ institutions have cleared it.
Kleiner Perkins led a $160M round in April 2026 at a $2B valuation, with J.P. Morgan and Thrive Capital already on the cap table. Vendor viability isn't the worry here. The real question is whether Felix replaces analyst hours or just assists them.
Hebbia and AlphaSense chase the same desk, and both have a head start on distribution. But Rogo is built finance-native, not a general search tool pointed at 10-Ks. Run a scoped pilot with one coverage team for a quarter, then read the renewal math before you sign the multi-year.
Finance-native training separates it from Hebbia and AlphaSense, even if both hold distribution leads.
SOC 2, ISO 27001, and single-tenant isolation cover the board's compliance questions.
Sales-led onboarding and scoped pilots delay value versus self-serve, though prebuilt automations shorten ramp.
Built specifically for deal and coverage workflows, it advances the desk rather than shaving cost on existing tools.
A $2B valuation, $300M+ raised, and Kleiner Perkins plus J.P. Morgan backing make survival a non-issue.
Investment banks who want to pilot finance-native AI before a multi-year commitment.
Small advisory shops who need transparent per-seat pricing upfront.
Auditable source lineage on every answer is what makes Rogo defensible in a finance committee.
“Rogo's finance-native models and auditable provenance make it a strong three-year bet for a finance function that lives on defensible numbers. The dependency to price in is the market-data licensing that sits underneath its best features.”
Every answer carries transparent source lineage back to Capital IQ, FactSet, or the underlying filing. For a finance function that defends every figure in committee, auditable provenance is the design choice that matters most — it turns AI output into something a controller can actually sign off on.
Domain fit is strong. Rogo trains custom finance LLMs rather than wrapping a general model, and Document Interrogation queries the firm's own files with attribution. Over three years, that specialization compounds — the models learn the firm's deal patterns in a way Hebbia's horizontal search won't.
Integration surface is the watch item. Rogo taps six market-data partners including FactSet and Capital IQ, plus SharePoint, Salesforce, and Microsoft 365 — but the deepest value sits behind data licenses you already pay for. However, single-tenant isolation keeps your data governance clean, which is the harder problem to retrofit later.
Sits as the finance-native option against Hebbia and AlphaSense's broader search platforms.
Purpose-built for banking and M&A, with data partners and outputs matched to the deal desk.
Connects SharePoint, Salesforce, and six data partners, but leans on licenses the firm already funds.
Firm-specific model learning compounds over a three-year horizon, though it raises switching cost.
Custom-trained finance LLMs and end-to-end Felix workflows go deeper than horizontal AI search.
Finance leaders who need every AI output traceable to a cited source.
Firms who lack existing FactSet or Capital IQ subscriptions.
No public price, multi-year terms, and a several-thousand-per-seat estimate make Rogo a committee purchase.
“Rogo publishes no pricing and sells multi-year enterprise contracts, so total cost stays a negotiation rather than a formula. The ROI case is credible, but procurement should pin down overage and seat-add rates before signing.”
No public price. Access starts with a sales demo, and contracts run multi-year. That alone tells procurement this is a committee purchase, not a card swipe.
Analyst estimates put Rogo at several thousand dollars per seat per year, plus platform and implementation fees. Model a 50-analyst coverage team at, say, $4,000 per seat: that's $200K/year in licenses before onboarding. Three years lands near $650K all-in once platform fees stack.
ROI is the honest part — one analyst that Felix frees from CIM drafting pays for several seats. But no published overage or seat-add rate means the year-two invoice is a negotiation, not a formula. Compare AlphaSense, also sales-led and opaque; Rogo isn't the outlier here.
Sales-led, single-tenant deals suit enterprise procurement but stall smaller buyers.
Multi-year enterprise terms with no visible termination-for-convenience limit downside.
No public price list; access requires a sales demo and analyst-estimate guesswork.
Freeing analyst hours from CIM and comp work makes the payback case straightforward.
Several thousand per seat plus platform and implementation fees pushes a 50-seat team past $600K over three years.
Enterprise finance teams who can absorb multi-year opaque contracts.
Small firms who need predictable published per-seat pricing.
Rogo's outputs drop straight into Excel and PowerPoint, which is the detail analysts actually care about.
“Rogo fits the analyst's real workflow, returning editable Excel, Word, and PowerPoint with source links on every figure. The open question is accuracy on messy proprietary data-room documents, not the polished demo comps.”
The thing an analyst checks first: where does the output land? Rogo returns Excel models, Word memos, and PowerPoint decks you can open, not a chat transcript you re-key. AI Table lets you sort and update comps in a spreadsheet-style grid in real time, which is where the day-to-day actually happens.
Comparable-company work is grounded in Capital IQ and FactSet multiples, and every figure carries a source link — so checking a number is a click, not a hunt. Prebuilt automations like Earnings Comp Analysis and Proofread My Deck cover the recurring grind. That's the stuff that eats a Tuesday.
Friction surface: it's sales-led and single-tenant, so there's no personal sandbox to kick tires the way you'd trial Numeric AI. And model accuracy on messy private data-room docs is the real day-90 question, not the clean-demo comps. But finance-native training beats pointing a general tool at a 10-K.
Editable Office outputs and source links mean less reformatting once the demo glow fades.
Prompt Library and prebuilt automations lower the ramp, though public docs are thin.
Sales-led single-tenant setup blocks casual trialing, and data-room accuracy stays unproven.
Felix chains multi-step deal workflows from a single prompt, beyond point-tool depth.
Outputs to Excel, Word, and PowerPoint plus AI Table match how analysts actually work.
Analysts who live in Excel comps and pitch-deck production daily.
Analysts who want a free personal sandbox before committing.
It's a proven desk tool, not something you'll poke at on a curious Tuesday.
“Rogo is built for a finance desk, not a solo tinkerer, and the outputs being real editable files is the part that earns daily trust. The catch is there's no free tier or personal sandbox to try before a contract.”
This isn't a tool you sign up for on a whim and poke at. It's sales-demo-first, no free tier, which tells you the whole vibe — built for a trading floor, not a curious solo user. Fine, that's the segment — and 35,000-plus people at 250-odd firms already live in it, so it's proven.
What I like: the outputs are real files. Excel, Word, PowerPoint you can actually edit, not a wall of chat you copy-paste out of by 3pm. Every number links to its source, so no black box, and the Prompt Library kills the blank-box stare.
Onboarding runs through a scoped pilot, so ramp depends on their team, not a slick self-serve flow like AlphaSense's. Mobile's a non-thing here — it's web-only, and a banker isn't building comps on a phone. The catch is you can't kick the tires yourself before someone signs a contract.
Editable Office outputs and source links show attention to real daily use.
Prompt Library and prebuilt automations soften the ramp for finance users.
Web-only, but mobile isn't a real use case for building comps and decks.
Sales-led scoped pilots mean no instant self-serve start.
35,000+ professionals at 250+ institutions signal proven, dependable use.
Finance professionals who want editable outputs over chat transcripts.
Curious users who want to try before any sales contract.
The site says 300 institutions, the funding press says 250, but the track record is real.
“Rogo rounds its customer count up in marketing, but the verifiable roster and $160M Series D are the real thing. The genuine risk is exit: proprietary single-tenant models make leaving a rebuild, not an export.”
Start with the number that doesn't match. The site says 'trusted by 300+ financial institutions.' The April 2026 funding press says 250-plus. Marketing rounds up; still a lot of firms.
Where it holds up: named customers you can verify — Rothschild, Jefferies, Lazard. Kleiner Perkins led a $160M round at a $2B valuation, with J.P. Morgan on the cap table. That's not a company circling the drain. Compare Kensho, which sold to S&P rather than go it alone; Rogo has the capital to stay independent longer.
The watch item is exit. Single-tenant, proprietary Felix models, outputs trained on your deal patterns — leaving means starting over, not exporting a file. And it runs on OpenAI underneath, so the moat is workflow, not the model. But for a vendor founded in 2022, the track record is unusually real.
Finance-native training and Felix workflows separate it from Hebbia and Kensho.
Single-tenant proprietary models mean leaving is a rebuild, not a file export.
With $300M+ raised, a $2B valuation, and Kleiner Perkins backing, shutdown looks unlikely.
The 300+ institutions claim overshoots the 250+ figure in April 2026 press, though modestly.
Verifiable customers like Rothschild and Jefferies back up the trusted-partner positioning.
Firms who value a proven customer roster over pricing transparency.
Buyers who need a clean exit path from proprietary models.
Common questions answered by our AI research team
Rogo is sold through enterprise, multi-year subscriptions with no public price list, so access starts with a sales demo. Analyst estimates put it in the several-thousand-dollars-per-seat-per-year range, plus platform and implementation fees.
Felix runs deal workflows end to end: screening targets, generating CIMs and comparable-company analyses, drafting buyer outreach, and running data-room diligence. It outputs Excel models, investment memos, and PowerPoint decks with source attribution.
Yes. Rogo integrates data partners including FactSet, Capital IQ, PitchBook, Preqin, LSEG, and Dow Jones, plus firm systems like SharePoint, Salesforce, and Microsoft 365, and it ingests SEC filings and transcripts.
Rogo holds SOC 2, ISO 27001, GDPR, and CCPA compliance, uses end-to-end encryption and zero-trust access, and never trains on customer data. Each firm's data sits in a siloed, single-tenant environment.
Rogo offers single-tenant deployment with data isolated per firm, plus role-based access and audit trails. Onboarding runs through the sales team, usually starting with a scoped pilot before team or firm-wide rollout.
Rogo builds AI agents purpose-built for finance, automating research, analysis, and deal execution for investment banks and asset managers. Based in New York.
