Rogo

Rogo is an AI platform purpose-built for finance professionals, designed to help bankers and investors accelerate productivity, automate workflows, and unify financial data at scale. The platform leverages proprietary financial reasoning models trained by sophisticated bankers, investors, and AI researchers to deliver accurate, grounded research across internal and external data sources while maintaining transparency and auditability.

• Financial Reasoning Model - AI agents specifically trained for finance workflows, enabling analysis of market data and identification of opportunities with unprecedented speed and precision.

• Integrated Data Platform - Seamlessly connects internal and external data sources including LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, SEC filings, transcripts, and investor presentations in one secure location.

• Workflow Automation - Create and automate firm-specific workflows for research, analysis, and reporting, with outputs delivered directly to PowerPoint, Excel, and Word formats.

• AI Table Interface - Interactive table interface for organizing and managing data with real-time sorting, filtering, and updates for structured analysis and decision-making.

• Material Creation - Generate reports, summaries, and presentations with AI-powered automation, transforming raw data into polished professional materials.

• Prompt Library - Access professionally written prompts designed to automate common financial workflows end-to-end, including earnings comp analysis, company profiles, meeting prep, and news runs.

• Custom-Trained Models - LLMs built specifically for finance using professionally labeled data tailored to the precision standards of investment banking workflows.

• Enterprise Security - SOC2, ISO 27001, GDPR, and CCPA compliant with single tenant deployments, end-to-end encryption, granular permission controls, role-based access management, and comprehensive audit trails.

• Governance & Permissions - Customizable governance policies with role-based access management to streamline compliance and safeguard sensitive financial data.

To get started with Rogo, financial institutions can request a demo through the website. The platform offers white-glove engagement and implementation with a team of ex-bankers and private equity investors who guide firms through setup and customization to match their specific workflows and requirements.