Rogo AI

What is Rogo AI?

Rogo is an AI platform made for banks, investors, and financial institutions. It plugs into the systems a firm already runs, then handles real deal work from start to finish. Rather than returning a chat reply, it produces auditable Excel models, investment memos, diligence packs, and client decks analysts can send out.

Top Features:

• Finance trained models: built by former bankers who understand deal workflows.
• Auditable outputs: creates Excel models, memos, and decks matching your firm conventions.
• Felix Excel agent: builds and checks financial models without leaving your spreadsheet.

Use Cases:

• Deal diligence: pull filings and research together before pitching a prospective client.
• Model building: draft comps and operating models grounded in firm precedents.
• Client materials: turn scattered analysis into board ready memos and decks.

Who Can Use Rogo AI?

• Investment bankers: speed up pitch prep, comps, and diligence on live mandates.
• Private equity investors: screen targets and review data rooms without extra headcount.
• Research teams: track coverage, summarize filings, and draft notes with sourced numbers.

Pricing

• Enterprise (custom quote): multi-year contracts priced per seat plus platform and setup fees.
• Seat estimate (3,300 dollars yearly): outside analyst estimate per named user.
• Large rollouts (seven figures): banks deploying across hundreds of analysts.

Pros and Cons

Pros:

• Built for finance: reads deal language instead of treating files as generic text.
• Compliance ready: covers SOC2, ISO 27001, GDPR, and EU AI Act.
• Proven adoption: used across 350 institutions and 50,000 finance professionals.

Cons:

• No public pricing: every quote runs through sales and a custom contract.
• Enterprise only: solo analysts and small advisory shops are priced out.
• Setup effort: connecting internal sources needs IT time and planning.

FAQs:

1) Is it only for investment banks?

No, private equity firms, hedge funds, and research teams use it.

2) Can it build Excel models?

Yes, the Felix agent works inside Excel to build and audit models.

3) Does it connect to internal files?

It links SharePoint, CRM tools, market data, filings, and proprietary research.

4) Is there a free trial?

No public trial exists, so access starts with an enterprise sales demo.

5) Is client data secure?

Yes, it holds SOC2, ISO 27001, CCPA, and GDPR compliance.