# Rogo

> Finance AI platform with hundreds of agents that build Excel models, draft investment memos and prepare diligence

Source: https://dontaskagain.com/rogo
Website: https://rogo.ai/?utm_source=dontaskagain
Pricing: Paid
Categories: [Finance](https://dontaskagain.com/categories/finance.md), [Research](https://dontaskagain.com/categories/research.md)
Listed: 2026-10-21
Updated: 2026-10-21

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.

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