Rogo

What it does

Rogo is an AI platform for financial institutions such as investment banks and investment firms. Teams provide financial files, data, relationship notes, deal records and internal knowledge, and purpose-built financial agents carry out tasks such as reviewing spreadsheet financial models, updating opportunity records, refreshing public comparables and finding precedent deals. Outputs include completed analysis and updated records within the firm's systems.

Rogo is built for multi-step finance workflows rather than single prompts. Its platform keeps a shared memory of people, companies and deals, supports search across previous deals, and tracks credit usage by project. Firms can also work with forward deployed bankers and investors who embed with their team during rollout, which sets Rogo apart from a self-serve tool.

Rogo is designed for finance firms that want firmwide AI deployment with security controls. The platform references SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001 and EU AI Act alignment. Access begins with a demo request and a tailored partnership, so buyers should expect a sales-led evaluation.

What it can do

• Runs end-to-end financial workflows using purpose-built financial agents
• Reviews financial models such as LBO models in spreadsheets
• Connects and unifies data across a firm's systems, data and knowledge
• Maintains a shared memory of people, companies and deals
• Searches previous deals and refreshes public comparables
• Tracks credit usage by project

Example workflows

Reviewing an LBO model

Input: an uploaded LBO model spreadsheet. Steps: the agent reviews the workbook. Output: a review of the model, as shown in the page's LBO Model example.

Refreshing deal records and comps

Input: a named project and public company set. Steps: the agent updates the opportunity stage and refreshes public comps and precedent deals. Output: updated deal records and comparables in the firm's systems.

Before you choose

• Security and compliance certifications are listed by the vendor; independent verification is not described.
• Access and pricing run through a sales-led process.
• Integrations with specific third-party systems are not named.

Listed under

• Finance
• Planning and tax
• AI agents
• Deal workflows
• Enterprise
• Financial analysis
• Investment banking

Get started

Start by requesting a demo for a tailored firmwide partnership.

1. Request a demo through the official site.
2. Work with a partnership team tailored to your firm for rollout.
3. Connect the firm's systems, data and knowledge for unified access.

Plans, prices and billing terms are not published; they are arranged through the sales process.

We couldn’t find published prices for Rogo. See their pricing page ↗

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Rogo | AI for the most ambitious firms in finance ↗rogo.com

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rogo.com: product, pricing and policy pages

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knowledge_base

Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.