Company profile
Rogo
AI platform for finance, accelerating productivity and automating workflows.
- Category
- Fintech AI
- Headquarters
- New York, NY
- Sells to
- Enterprise
- Business model
- Not stated
- Deployment
- Cloud / SaaS, On-premise
- Pricing
- Not published
- Builds own models
- Yes
- Modalities
- Text, Tabular
What Rogo does
Rogo is a purpose-built AI platform for finance, trusted by leading financial institutions. It helps finance teams build smarter organizations by providing AI agents that understand financial workflows and execute end-to-end work across deals and investments. The platform integrates with firm systems and financial data platforms, producing institutional-grade outputs like auditable Excel models, investment memos, diligence materials, and slide decks. Rogo offers custom deployments and white-glove partnership, led by ex-finance professionals. It aims to accelerate firm productivity, automate workflows, and unify financial data at scale with a secure platform. Rogo's AI learns how firms think and work, offering custom-trained models built for finance using professionally labeled data. It emphasizes enterprise-grade security and compliance, including SOC2, CCPA, ISO 27001, GDPR, and EU AI Act certifications.
Products
- Rogo PlatformA secure AI platform designed for finance to accelerate firm productivity, automate workflows, and unify financial data at scale. It features firm-specific workflows, an AI table interface, and material creation capabilities.
- FelixRogo's purpose-built finance AI agent that drafts and edits written deliverables, turns research into slides and spreadsheets, and runs transaction and valuation analyses.
Key capabilities
- AI agents that understand and act on financial workflows
- Integration into firm's systems and financial data universe (SharePoint, CRM, market data, filings, research, proprietary sources)
- Institutional-grade outputs (auditable Excel models, investment memos, diligence materials, slide decks)
- Custom deployed solutions and partnership-minded approach
- Firm-Specific Workflows
- AI Table Interface
- Material Creation (reports, summaries, presentations)
- Proprietary document interrogation
- Custom-Trained Models (LLMs built for finance)
- Prompt Library
- Guided Implementation
- Governance & Permissions (granular controls, role-based access, audit trails)
- Single Tenant Deployment
- Enterprise-grade security (no training on customer data, private data isolation, full data visibility, zero-trust, least privilege, strong authentication, encryption, audited & tested)
- Accurate, Grounded Research Across All Your Data
- Leverage Your Firm’s Workflows (PowerPoint, Excel, Word)
Use cases
- Accelerate firm productivity
- Automate workflows
- Unify financial data at scale
- Research and analysis optimization
- Reporting optimization
- Generating reports, summaries, and presentations
- Drafting and editing written deliverables
- Turning research into slides and spreadsheets
- Running transaction and valuation analyses
- Analyzing market data and identifying opportunities
- Enhancing work-life balance for junior bankers
- CIM production
- Teasers, CIMs, and management presentations
AI approach
Rogo develops an AI platform specifically for finance, utilizing custom-trained LLMs built for financial workflows and precision standards. Their AI agents understand financial workflows and execute end-to-end tasks, producing institutional-grade outputs like Excel models, investment memos, and slide decks. They integrate with various internal and external financial data sources and offer proprietary document interrogation.
Tech named: LLMs, AI agents
Industries served
- Finance
- Investment Banking
- Private Equity
- Investment Management
What it says sets it apart
- Built by finance professionals for finance, understanding nuances of high-finance workflows
- AI agents that understand and execute end-to-end financial work, not just answer questions
- Deep integration with existing firm systems and financial data providers
- Produces auditable, institutional-grade outputs
- Custom deployed solutions and white-glove partnership
- Custom-trained LLMs built specifically for finance workflows and precision standards
- Enterprise-grade security and compliance (SOC2, CCPA, ISO 27001, GDPR, EU AI Act)
- No training on customer's private data
- Focus on interpretation, strategy, and client outcomes rather than data hygiene and formatting
Funding rounds we track
Kleiner Perkins, Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Evantic, Positive Sum, J.P. Morgan, JP Morgan Growth Equity Partners, Lattice co-founder Jack Altman
Sequoia Capital, Wells Fargo, Henry Kravis
Thrive Capital, J.P. Morgan Growth Equity Partners, Tiger Global, Positive Sum Ventures
From the AI funding tracker — rounds as reported by the linked publications.
This profile was compiled from Rogo's own public pages in July 2026 and reflects what the company states about itself — not an endorsement or an independent audit of those claims. Facts are extracted with AI and filtered by an automated check that drops any named product, customer or certification missing from the source pages. Full method. Something out of date? Tell us.