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Empower Teams
Secure Intelligence

Accelerate firm productivity, automate workflows, and unify financial data at scale with one secure platform

Request a Demo

An Integrated, Secure Platform
Built to Drive Your Firm Forward

All your content in one place

All your Data in One Place

Work Faster and Smarter With an Assistant that Understand Finance

Work Faster & Smarter With an Assistant that Understand Finance

Conversational intelligence

Transparent, Auditable Citations

All your content in one place

Firm-specific AI Agents

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

All your content in one place

Secure Document Interrogation

Work Faster & Smarter with an Assistant that Understands Finance

All your Data in One Place

Transparent, Auditable Citations

Firm-specific AI Agents

Secure Document Interrogation

Streamline and Automate
Your Workflows

Firm-Specific Workflows

Create and automate workflows tailored to your needs, reducing manual tasks and integrating seamlessly with your existing tools. Optimize processes for research, analysis, and reporting to improve efficiency and accuracy.

AI Table Interface

Organize and manage data effortlessly with an interactive table interface. Sort, filter, and update information in real time, enabling structured analysis and seamless decision-making.

Material Creation

Generate reports, summaries, and presentations with AI-powered automation. Transform raw data into polished, professional materials while ensuring clarity and consistency.

Trusted Data

We partner with trusted data providers to bring the highest‑quality financial information to our platform. Their expertise, combined with Rogo’s technology, gives customers the clarity and confidence they need to move fast.

Your Firm’s Data

LSEG

Dow Jones

FactSet

Capital IQ

Filings

Transcripts

Investor Presentations

Real-time Web & News

AI That Learns How Your
Firm Thinks and Works

Integrations

Connect seamlessly with your existing providers and file systems. Enhance your workflows by interacting with internal & external data sources.

Prompt Library

Choose from our library of professionally written prompts aimed at automating your common workflows end-to-end.

Guided Implementation

White-glove engagement and implementation with our team of ex-bankers and private equity investors.

Custom-Trained Models

Custom-trained LLMs built for finance, using professionally labeled data tailored to the workflows and precision standards of investment banking.

Governance & Permissions

Granular permission controls, role-based access management, comprehensive audit trails, and customizable governance policies to streamline compliance and safeguard your data.

Single Tenant Deployment

Flexible deployment options to meet your security and infrastructure needs.

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

"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

Patrice Maffre

International Head of Investment Banking, Nomura

Empower TeamsSecure Intelligence

An Integrated, Secure PlatformBuilt to Drive Your Firm Forward

Work Faster and Smarter With an Assistant that Understand Finance

Work Faster & Smarter With an Assistant that Understand Finance

Work Faster & Smarter With an Assistant that Understand Finance

Work Faster & Smarter with an Assistant that Understands Finance

Streamline and AutomateYour Workflows

Firm-Specific Workflows

AI Table Interface

Material Creation

Trusted Data

AI That Learns How YourFirm Thinks and Works

Integrations

Prompt Library

Guided Implementation

Custom-Trained Models

Governance & Permissions

Single Tenant Deployment

Built for EnterpriseSecure by Design

Empower Teams
Secure Intelligence

An Integrated, Secure Platform
Built to Drive Your Firm Forward

Streamline and Automate
Your Workflows

AI That Learns How Your
Firm Thinks and Works

Built for Enterprise
Secure by Design