Rogo is an AI platform purpose-built for investment banks, private equity firms, and asset managers, with its agent Felix executing end-to-end financial work — models, comps, memos, decks — delegated via chat or email and embedded directly into a firm’s own systems and data. Founded in 2021 by Gabriel Stengel and John Willett, Rogo raised a $160M Series D led by Kleiner Perkins in 2026, reaching a reported $2B valuation, and is used by 40,000+ bankers and investors across 300+ institutions including Truist Securities, Nomura, and Baird.

AI for the most ambitious firms in finance

Key features

Felix (personalized AI agent): delegate work via chat or email, iterates on deliverables as they progress
Deck building & editing: shells presentations, refreshes materials, turns comments automatically
Spreadsheet & model building: builds models, spreads comps, updates backup data
Trading multiples & comps analysis: EV/EBITDA, EV/Revenue, P/E calculated from real data pulls with citations
Report & memo drafting: investment memos, meeting prep, automated research
Buyer/investor list generation: targeted lists with personalized, activity-based outreach drafts
Deep firm & data integration: embeds into SharePoint, CRM, and financial data platforms
Bespoke enterprise deployment: custom deployment with white-glove, ex-finance change management support

Strengths

Domain-specific model and platform built explicitly for finance by former bankers and investors
Deep, credible enterprise client base with named executive testimonials (Truist Securities, Nomura, Baird)
Grounded, citation-backed financial outputs (comps, multiples) sourced from named data providers, reducing hallucination risk
Extremely rapid growth: $160M Series D led by Kleiner Perkins (2026), following a Sequoia-led Series C, reported $2B valuation
Large, fast-growing user base: 40,000+ bankers/investors, 50,000+ daily queries, 300+ institutions served
Full enterprise compliance stack: SOC 2, CCPA, ISO 27001, GDPR, EU AI Act alignment

Best for

Investment banking analysts and associates needing decks shelled, comps spread, and models built end-to-end
Private equity and mega-fund investment professionals running diligence, buyer/investor outreach, and memo drafting
Public markets and equity research analysts needing company profiles, earnings comparisons, and research produced quickly
Senior bankers and dealmakers wanting to delegate execution work to focus on client relationships and advisory
Firm leadership (CEOs, COOs, Heads of AI) evaluating AI transformation and workflow rebuilding
Junior banking talent needing consistent deliverables support that also improves work-life balance and retention

Integrations

Sharepoint (native, deep, system)
CRM systems (api, basic, system)
PitchBook (api, deep, system)
FactSet (api, deep, system)
Crunchbase (api, basic, system)

Rogo

Key features

Strengths

Best for

Integrations

Categories

Features

Add Review

Leave a Reply Cancel reply

Added By Caroline Zhang