Rogo is an AI platform for financial institutions. It runs end-to-end financial workflows through a set of purpose-built financial agents, connects a firm's systems, data and knowledge in one place, and keeps shared context that the whole firm can use.
The product is organised around four areas. Accelerate your output covers agents that work through tasks such as reviewing an LBO model, checking relationship notes, updating opportunity stages, reading investment memos, refreshing public comps and finding precedent deals. Unify your data in one place provides secure connections across a firm's systems, data and knowledge, with views of people, companies, deals and memory. Build context that compounds turns individual preferences, relationships and knowledge into governed intelligence that the entire firm can use. Deploy with confidence covers security and controls for institutional use.
Rogo is aimed at investment banks, investors and other large finance firms. The page says it is used by bankers and investors across more than 450 institutions, and that it handles more than 60,000 users and 200,000 daily queries. Customers quoted on the page include Truist Securities, Nomura and Baird.
Firms can work with Rogo through forward deployed bankers, former bankers and investors who embed with a firm's team from the start and support a firmwide rollout. The company states that it holds SOC 2 Type II, ISO 27001, ISO 42001 and GDPR, CCPA and EU AI Act compliance.
The page does not list prices. Access is through a request demo button, so the cost of a plan is not stated.
