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Rogo

by Rogo AI, Inc.

Agentic AI platform for finance and investment research

Agent PlatformSupervised

Last reviewed 2026-06-19

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Rogo is an enterprise generative-AI platform built for financial services, including investment banking, private equity, and asset management. It automates standardized finance workflows such as peer comparison analyses, company profiles, CIMs, pitch-deck prep, and industry research by combining a firm's internal data with licensed external financial datasets. It is positioned as an agentic platform, or AI analyst, for finance. Outputs are drafts produced under analyst and banker oversight in a regulated industry; humans review and validate before anything is used. Rogo is enterprise-sold with reported adoption at major banks, and raised a Series D in its 2025-2026 scaling phase.

What it can do

  • Generate financial research outputs

    Supervised

    Produces peer comps, company profiles, and industry research from internal and licensed external data; analysts review and validate.

    source

  • Draft deal materials

    Copilot

    Drafts materials such as CIMs and pitch decks for a banker to edit and finalize.

    source

  • Answer finance questions over internal and external data

    Copilot

    Chat interface answers finance questions grounded in a firm's documents plus licensed datasets.

    source

  • Run multi-step agentic workflows across data sources

    Supervised

    Executes multi-step research workflows across financial data sources under human oversight.

    source

Strengths

  • +Deep, finance-specific workflow automation rather than a generic chatbot
  • +Strong licensed-data partnerships (FactSet, S&P Global, LSEG, PitchBook)
  • +Rapid enterprise adoption with major-bank traction

Limitations

  • −Enterprise-only with opaque pricing
  • −Outputs require human review for accuracy and compliance in a regulated industry
  • −Depends on third-party LLMs and data licenses

Overview

Rogo is an agentic AI platform for finance. It targets investment banking, private equity, and asset management, automating the standardized research and deal-prep work that analysts and associates grind through, by combining a firm's internal data with licensed market datasets.

What it does

Rogo generates peer comps, company profiles, and industry research, drafts deal materials like CIMs and pitch decks, and answers finance questions over internal plus external data through chat. It can run multi-step research workflows across sources. Given the regulated context, outputs are drafts that analysts and bankers review and validate, so we classify it as a supervised agent.

Integrations & setup

Rogo draws on licensed data partnerships and sources including FactSet, S&P Global, LSEG, PitchBook, Preqin, and SEC filings, alongside firm-internal documents. Per the OpenAI case study, it uses a multi-model architecture (OpenAI models, plus Google Gemini) with fine-tuning.

Pricing

Enterprise, contact-sales. No public pricing.

Traction

Rogo was founded in 2021. It has raised roughly $300M total, including a $160M Series D led by Kleiner Perkins (with Sequoia, Thrive, Khosla, and J.P. Morgan Growth Equity Partners among others) on top of earlier Sequoia-led rounds. Reported users include major advisory firms. Figures come from press and the company.

Best for / not for

Best for banks and investment firms that want finance-specific research automation tied to licensed data. Not a fit for buyers wanting transparent self-serve pricing or a general-purpose assistant.

Alternatives

Hebbia targets document and data Q&A for finance and the enterprise; Basis AI focuses on agentic accounting; Harvey is the analogous vertical AI player in legal.

What people are saying

We aggregate real LinkedIn discussion into sentiment for the agents people search most. Rogo isn't tracked yet, want it added? Request tracking.

FAQ

Is Rogo autonomous?+

It runs multi-step research workflows and drafts deliverables on its own, which is agentic, but in regulated finance the outputs are reviewed and validated by analysts and bankers before use. In practice it operates as a supervised agent.

What data does Rogo use?+

It combines a firm's internal documents with licensed external datasets and partnerships, including FactSet, S&P Global, LSEG, PitchBook, Preqin, and SEC filings.

Sources

Last reviewed 2026-06-19

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Harvey
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