AI agent platform for investment banking: deal screening, diligence, and financial modeling.
Rogo is an AI platform purpose-built for finance, whose agentic system Felix executes full investment-banking workflows end to end. Felix autonomously handles deal screening, comparable-company analysis, CIM generation, buyer outreach, and data-room diligence — producing regulator-ready, source-cited outputs in Excel, PowerPoint, and Word, grounded in market data from S&P Capital IQ, FactSet, LSEG, and filings. With over $300M raised and adoption by more than 35,000 professionals at 250+ institutions including Rothschild & Co, Lazard, and Nomura, Rogo positions itself as the operating system for high finance, pairing the platform with forward-deployed finance specialists for adoption.
| Pricing | Paid |
|---|---|
| Category | Business & Data |
| Platforms | web, api |
| Company | Rogo |
| Official website | www.rogo.ai |
With business and data tools, accuracy beats cleverness. Check which data sources and apps the tool connects to out of the box, how fresh the data is, and whether numbers can be traced back to their source — an AI summary you cannot verify is a liability in a meeting. Visualisation should match your audience: executives need clean dashboards, analysts need the ability to drill down. Security and permissions matter as soon as real company data is involved, so look for role-based access and a clear data-retention policy. Finally, test with your messiest real dataset, not the demo: tools that shine on clean sample data often stumble on the spreadsheets businesses actually keep.
Rogo is an AI platform purpose-built for finance, whose agentic system Felix executes full investment-banking workflows end to end. Felix autonomously handles deal screening, comparable-company analysis, CIM generation, buyer outreach, and data-room diligence — producing regulator-ready, source-cited outputs in Excel, PowerPoint, and Word, grounded in market data from S&P Capital IQ, FactSet, LSEG, and filings. With over $300M raised and adoption by more than 35,000 professionals at 250+ institutions including Rothschild & Co, Lazard, and Nomura, Rogo positions itself as the operating system for high finance, pairing the platform with forward-deployed finance specialists for adoption.
Rogo offers Felix agentic AI for multi-step banking workflows, Deal screening and comparable-company analysis, Automated CIM generation and buyer outreach, Data-room diligence with auditable sourcing, Integrations: Capital IQ, FactSet, PitchBook, Datasite, CRMs and Security: SOC 2, ISO 27001, ISO/IEC 42001, EU AI Act readiness.
Rogo is a paid product. Prices and plans change over time, so check its official website for the current pricing before you buy.
Strengths of Rogo include Most credible finance-native agentic platform in its niche; Deep integrations banks actually use; Audit-grade citations satisfy compliance. On the downside, No published pricing — quote-based enterprise sales; No self-serve trial available; Strength is deal-side banking; weaker outside it.
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