Rogo

Rogo is an AI platform built for financial institutions that executes finance work end to end: analysis, modeling and document generation. It produces auditable Excel models, investment memos, diligence materials and slide decks, drawing on a firm's own systems such as SharePoint and CRM alongside market data, SEC filings and research. The agents are built by former finance professionals and are meant to meet the output standards of a bank or fund rather than those of a general assistant. It is sold to investment banks, asset managers and securities firms. Rogo Agents handle deal and investment analysis, market screening and opportunity identification, memo and diligence drafting, financial modeling in Excel and slide production, with support for client relationship work. Deployments are bespoke, with integration into proprietary data sources and dedicated support, and the vendor lists SOC 2, ISO 27001, GDPR, CCPA and EU AI Act compliance. Pricing is not published. Rogo sells through custom enterprise agreements and the site directs prospects to request a demo rather than choose a plan. The company has recently announced expansion investment into EMEA and APAC, which signals where new deployments are being targeted beyond its North American base.