Rogo
Finance AI platform with hundreds of agents that build Excel models, draft investment memos and prepare diligence
Rogo is an AI platform for investment banks, investment firms and other financial institutions. It runs end-to-end finance workflows through hundreds of purpose-built agents that build and review Excel models, draft investment memos, prepare diligence materials and generate slide decks.
Key features:
- Builds and reviews auditable Excel models such as LBOs.
- Drafts investment memos and diligence materials.
- Refreshes public comps and finds precedent deals.
- Updates CRM records and reads relationship notes.
- Connects to SharePoint, CRM, market data, filings and proprietary sources.
- Organizes people, companies, deals and firm memory in one place.
Rogo is SOC 2 compliant and aligned with ISO 27001, and is used by 450+ finance firms. Deployments are tailored to each firm, with former bankers and investors providing change-management support. Access starts with a demo request, and pricing is available on request.