Rogo
Streamline financial operations and insights with advanced generative AI.. [Contact for Pricing]
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What is Rogo?
Rogo is a secure generative AI platform purpose-built for elite financial institutions, including investment banks, private equity firms, hedge funds, and asset management companies. The platform helps finance teams save time, unlock insights, and automate workflows by leveraging custom-trained large language models specifically tuned for finance. Rogo acts as a trusted AI partner to the world's leading financial institutions, enabling them to build smarter organizations.
The platform features AI agents that understand financial workflows and execute end-to-end work across deals and investments. Key capabilities include firm-specific workflow automation, an AI table interface for organizing and managing data, automated material creation for reports and presentations, integration with internal and external data sources, a prompt library of professionally written prompts, custom-trained LLMs for finance, granular governance and permissions, and single-tenant deployment options. Rogo produces institutional-grade outputs including auditable Excel models, investment memos, diligence materials, and slide decks.
Rogo is designed specifically for finance professionals, with domain expertise built into its DNA. The team consists of former bankers and investors who understand the nuance and complexity of high-finance workflows. The platform integrates directly into firms' systems and data, from SharePoint and CRM to financial data platforms including market data, filings, research, and proprietary sources. Over 35,000 bankers and investors use Rogo, sending 50,000+ daily queries across 250+ institutions served.
The platform is built for enterprise and secure by design, with SOC2, CCPA, ISO 27001, GDPR, and EU AI Act compliance. Rogo does not train on customer data, uses modern secure data practices, implements end-to-end encryption, and is audited and tested for security.
Rogo pricing
Pricing model: Freemium
Rogo does not publish fixed pricing tiers and has no free tier or public trial available without direct sales engagement. Pricing is custom and based on factors such as number of users, data processing volume, customization requirements, and integration complexity. The Custom Enterprise Plan requires contacting sales at [email protected] with pricing tailored to the organization's specific needs and scale. An AWS Marketplace option is available: a 12-month shared tenancy contract at $10,000,000 which entitles users to a specified quantity of use. Additional AWS infrastructure costs may apply, and access expires upon non-renewal. Data deployment options include: All external data (off-the-shelf version), All external data (bespoke deployment with custom data integrations and branded exports), or External and internal data (includes firm proprietary materials like PowerPoints, PDFs, Excels).
Rogo pros
- Purpose-built specifically for financial institutions, not a generic AI chatbot
- Custom-trained LLMs built for finance using professionally labeled data
- AI agents that understand financial workflows and execute end-to-end work
- Produces institutional-grade outputs: auditable Excel models, investment memos, slide decks
- Integrates with firm systems including SharePoint, CRM, and financial data platforms
- Connects to 65+ million external data sources including SEC filings and market research
- White-glove implementation with ex-banker and private equity investor team
- Granular permission controls and role-based access management
- Single-tenant deployment options for maximum security
- SOC2, CCPA, ISO 27001, GDPR, and EU AI Act compliant
- No training on customer data, ensuring data privacy
- Firm-specific workflow automation tailored to organizational needs
- AI table interface for real-time sorting, filtering, and structured analysis
- Prompt library with professionally written prompts for common workflows
- End-to-end encryption and comprehensive audit trails
- 35,000+ bankers and investors already using the platform
- 50,000+ daily queries demonstrate active user adoption
Rogo cons
- Custom pricing only, no publicly listed plans or free tier
- Primarily designed for financial services, limited applicability outside finance
- Complex initial setup requiring time to integrate with existing systems
- High cost may be prohibitive for smaller firms
- Requires direct sales engagement, no self-service trial available
- AWS Marketplace shared tenancy contract costs $10,000,000 for 12 months
- Bespoke deployment means longer implementation timeline
- Limited to structured tabular data and financial data sources
Frequently asked questions about Rogo
What is Rogo?
Rogo is the secure Generative AI platform purpose-built for elite financial institutions. It helps finance teams save time, unlock insights, and automate workflows. Rogo is the trusted AI partner to the world's leading financial institutions, helping finance teams build smarter organizations through AI that understands and acts on financial workflows.
Who is Rogo designed for?
Rogo is designed specifically for elite financial institutions including public investment banks, top-tier hedge funds, private equity firms, asset management companies, and sell-side research firms. The platform serves 250+ institutions with over 35,000 bankers and investors using Rogo daily.
How is Rogo different from generic AI chatbots?
Rogo is built explicitly for finance with domain expertise in its DNA. The team consists of former bankers and investors who understand the nuance and complexity of high-finance workflows. Rogo agents don't just answer questions—they understand financial workflows and execute end-to-end work across deals and investments, producing institutional-grade outputs like auditable Excel models and investment memos.
What data sources does Rogo connect to?
Rogo connects to 65+ million external data sources including SEC filings, market research, private company intel, S&P Global, Crunchbase, and FactSet. It also integrates with firm proprietary internal data including PowerPoints, PDFs, and Excels. The platform connects to SharePoint, CRM, market data platforms, filings, research, and proprietary sources.
Is Rogo secure for financial institutions?
Yes, Rogo is built for enterprise and secure by design with SOC2, CCPA, ISO 27001, GDPR, and EU AI Act compliance. The platform does not train on customer data, uses modern secure data practices, implements end-to-end encryption, and is audited and tested. It offers single-tenant deployment and granular permission controls with comprehensive audit trails.
What deployment options does Rogo offer?
Rogo offers flexible deployment options including Rogo's cloud (AWS) or deployment in your technical infrastructure (Docker container in your private cloud, on-prem, etc.). Every Rogo deployment is bespoke, pairing enterprise-grade security with white-glove partnership led by ex-finance professionals who act as change-management partners.
What outputs does Rogo produce?
Rogo produces real institutional outputs including auditable Excel models, investment memos, diligence materials, and slide decks built to the same standards finance professionals hold themselves to. The platform also offers automated report generation, PowerPoint and Excel task automation, and branded PowerPoint/Excel exports.
How do I get pricing for Rogo?
Rogo does not publish fixed pricing tiers. Pricing is custom and based on number of users, data processing volume, customization requirements, and integration complexity. Contact sales at [email protected] for enterprise plan pricing tailored to your organization's specific needs and scale. For deployment discussions, email [email protected].
What is Rogo's Prompt Library?
The Prompt Library is a collection of professionally written prompts aimed at automating common financial workflows end-to-end. Users can choose from these pre-built prompts to streamline research, analysis, and reporting processes without needing to craft their own prompts from scratch.
What is the Guided Implementation process?
Rogo offers white-glove engagement and implementation with their team of ex-bankers and private equity investors. The operating model pairs enterprise-grade security with partnership-minded support, led by ex-finance professionals who act as true change-management partners. Implementation includes ad hoc data engineering work to get company data ready for querying and comprehensive onboarding.