Rogo
What is Rogo?
Rogo is an AI platform for finance teams that turns research and workflow inputs into auditable deliverables. It combines Agents that understand, and act, Transparent, auditable sources, Institutional-grade outputs, AI Table Interface, and Firm-Specific Workflows with integrations into SharePoint, LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, and Quartr. Customers cited include Truist Securities, Nomura, Baird Global Investment Banking, and Baird Equity Research.
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At a glance
- Rogo is best for finance teams who need grounded AI to produce client-ready work and automate deal workflows.
What does Rogo do?
Rogo handles financial research and workflow execution by combining AI agents, firm-specific workflows, and grounded data access. It can turn raw inputs into auditable Excel models, investment memos, diligence materials, slide decks, reports, and structured table views, while also letting teams automate repetitive steps across analysis and reporting. The platform is built around proprietary document interrogation and a prompt library so users can move from question to deliverable without stitching together generic chat tools. At scale, Rogo says 35,000+ bankers and investors use it, send 50,000+ daily queries, and work across 250+ institutions. It is designed for enterprise deployment with single-tenant options, governance and permissions, and security controls such as zero-trust, least privilege, encryption, and third-party audits. Customers cited on the site include Truist Securities, Nomura, and Baird Global Investment Banking.
Why use Rogo?
- Built by former bankers and investors, so the workflows reflect how high-finance teams actually work.
- Agents can execute end-to-end work, not just answer questions, which reduces handoffs between research and deliverables.
- Grounded outputs with transparent, auditable sources help teams trace where conclusions came from.
- Single-tenant deployment and granular permissions support firms with strict infrastructure and access requirements.
- The platform connects internal and external financial data sources, so teams can work from one environment instead of many.
Who is Rogo for?
- Investment bankers who need faster research, modeling, and deck production.
- Equity research teams who need consistent outputs from internal and external data.
- Private equity professionals who need diligence materials and investment memos.
- Operations leaders who need workflow automation with governance and auditability.
- Security-conscious firms who need isolated deployments and controlled access.
What are Rogo's key features?
Agents that understand, and act
Use AI agents to answer questions and take actions across firm workflows, helping teams move from research to execution with less manual follow-up.
Integrated into your firm & the financial data universe
Connect Rogo to SharePoint, LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, and Quartr so outputs reflect internal and market data together.
Institutional-grade outputs
Generate decks, spreadsheets, and reports in formats teams already use, including PowerPoint, Excel, and Word, for client-ready work.
Transparent, auditable sources
Every answer is grounded in cited sources, which helps analysts verify claims and trace outputs back to the underlying material.
All your content in one place
Centralize firm documents and research in SharePoint so teams can search across internal content instead of hunting through scattered files.
Governance & Permissions
Control access to content and workflows with admin governance and permissions, supporting safer use across sensitive finance teams.
Firm-Specific Workflows
Adapt Rogo to your firm's processes with guided implementation and custom-deployed workflows, so the system matches how teams actually work.
AI Table Interface
Work with structured tables for financial analysis, making it easier to review, compare, and update data in spreadsheet-like formats.
What does Rogo integrate with?
- SharePoint
- LSEG
- Dow Jones
- FactSet
- Capital IQ
- PitchBook
- Preqin
- Quartr
- PowerPoint
- Excel
- Word
What are Rogo's use cases?
Bankers speed up pitch work
Investment bankers use Rogo to turn a 10-word prompt into research, comps, and draft materials faster, using Agents that understand, and act and Material Creation to get to client-ready decks sooner. Transparent, auditable sources help them defend every claim during review.
Research teams standardize outputs
Equity research teams use Rogo to pull from internal notes and external market data, using Integrated into your firm & the financial data universe and Accurate, Grounded Research to produce consistent, source-backed outputs. AI Table Interface helps them compare companies and refresh models without rebuilding every workflow.
PE diligence and memos
Private equity professionals use Rogo to interrogate diligence materials, summarize findings, and assemble investment memos, using Proprietary document interrogation and Firm-Specific Workflows to keep analysis aligned with their process. Institutional-grade outputs help them move from raw documents to decision-ready materials.
Governed automation for ops
Operations leaders use Rogo to automate repeatable finance workflows while keeping control over access and review, using Automate your workflows and Governance & Permissions to reduce manual handoffs. All your content in one place makes it easier to standardize work across teams.
How does Rogo work?
- Connect your firm's content sources first, then bring in market data through Integrations like SharePoint, FactSet, Capital IQ, PitchBook, and Excel so Rogo can work from the right materials.
- Set up Governance & Permissions and Single Tenant Deployment to control who can see what, while keeping sensitive research and deal materials isolated for your team.
- Choose a Firm-Specific Workflows template or Prompt Library starting point, then ask Rogo to draft research, memos, decks, spreadsheets, or reports from your own context.
- Review Transparent, auditable sources inside the AI Table Interface, refine outputs with your team, and use Material Creation to turn analysis into polished deliverables.
- Keep reusing the same workflows as Rogo learns your firm's patterns, so bankers, researchers, and PE teams can move faster with Institutional-grade outputs.
Frequently asked questions
What is Rogo?
Rogo is an AI platform for finance teams that turns research and workflow inputs into auditable deliverables. It combines Agents that understand, and act, Transparent, auditable sources, Institutional-grade outputs, and AI Table Interface with integrations into SharePoint, LSEG, FactSet, PitchBook, and Capital IQ. Customers cited include Truist Securities, Nomura, and Baird Global Investment Banking.
What is Rogo used for? Who is it for?
Rogo is used for Agents that understand, and act, Integrated into your firm & the financial data universe, and Institutional-grade outputs. It's built for Investment bankers, Equity research teams, and Private equity professionals.
Does Rogo have an API and what does it integrate with?
Rogo doesn't publish a public API. It integrates with SharePoint, LSEG, Dow Jones, FactSet, Capital IQ, and 6 more.
Editor's read
Check whether your team needs single-tenant deployment and granular permissions before rollout. Those controls are part of the platform's enterprise setup, so they matter most for firms with strict infrastructure and access requirements.
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