Secure AI for Financial Professionals
Secure AI for Financial Professionals
Domain-specific AI for investment banks, private equity firms, and hedge funds
Trusted by leading financial institutions
Augment Your Firm with an
AI Platform Built for Finance
Augment Your Firm with an AI Platform Built for Finance
Tailored for Finance
Delegate research tasks to a domain-specific personal analyst that understands finance.
Accurate, Grounded Research Across All Your Data
Rogo seamlessly integrates internal and external data sources, maintaining accuracy, transparency and auditability.
Leverage Your Firm’s Workflows
Use agents designed to create work outputs exactly as you would across PowerPoint, Excel and Word.
Earnings Comp Analysis
Public Company
Strip Profile
Meeting Prep
Private Company Profile
Personal Bio
Financial Sponsor Overview
Public Company Profile
News Run
Secondaries Buyer Overview
Proofread My Deck
Earnings Comp Analysis
Public Company
Strip Profile
Meeting Prep
Private Company Profile
Personal Bio
Financial Sponsor Overview
Public Company Profile
News Run
Secondaries Buyer Overview
Proofread My Deck
Earnings Comp Analysis
Public Company
Strip Profile
Meeting Prep
Private Company Profile
Personal Bio
Financial Sponsor Overview
Public Company Profile
News Run
Secondaries Buyer Overview
Proofread My Deck
Earnings Comp Analysis
Public Company
Strip Profile
Meeting Prep
Private Company Profile
Personal Bio
Financial Sponsor Overview
Public Company Profile
News Run
Secondaries Buyer Overview
Proofread My Deck
Embed AI into Your Firm’s DNA
Rather than provide off-the-shelf solutions, we collaborate closely with teams to build custom AI models that solve specific problems.
Built for Enterprise Deployment
Your Analysts can Now
Work Smarter and Faster
Rogo keeps your data safe with world-class security and data privacy measures.
Custom-Trained Models
LLMs built for finance, using professionally labeled data tailored to the standards of your firm's best analysts.
Single Tenant Deployments
Flexible deployment options to meet the security & infrastructure needs for the most conscious firms.
Admin Governance & Permissions
Granular permission controls, role-based access management, comprehensive audit trails, & customizable governance policies.
Security
Built for Enterprise
Secure by Design
No training on your data
Modern & secure data practices
End to end encryption
Audited & tested
Find out more
SOC2
CCPA
ISO 27001
GDPR
What Customers Say
About Rogo
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
Founding partner & Portfolio manager at Lucerne Capital
"Rogo helped me find relevant precedent data from a number of filings that I wouldn’t have found otherwise. It completely changed how I evaluated the opportunity."
Sean Warneke
Senior Analyst at Schonfeld
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
FOUNDING PARTNER & PORTFOLIO MANAGER AT LUCERNE CAPITAL
"The Rogo platform is by far the most advanced AI tool in this space. It is improving the way we do research and making our team far more productive."
Pieter Taselaar
FOUNDING PARTNER & PORTFOLIO MANAGER AT LUCERNE CAPITAL
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
"Our strategic integration of Rogo is going to transform how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura