Rogo: The AI Platform for Global Finance

Finance runs on research, analysis, and judgment performed under relentless time pressure. Analysts spend days building models, weeks assembling diligence materials, and countless late nights formatting slides. The work is critical, but the ratio of time spent to insight generated has been broken for decades. Generic AI tools have promised relief, but they fall apart the moment they encounter the precision and auditability that institutional finance demands. The gap between what AI can do in general and what it must do for a managing director advising on a multi-billion dollar transaction remains stark.

Rogo is the AI platform that the world’s leading investment banks and private equity firms actually trust. Built for finance from the ground up, its agents execute full workflows: running comps, building models, drafting memos, preparing pitchbooks, screening deals. Every output meets the auditability and citation standards institutional clients demand, formatted in the firm’s own templates and house style, delivered in Excel, PowerPoint, and Word. With Felix, Rogo’s newest agent, bankers can delegate tasks by email the way they would to a junior analyst and get back finished work around the clock.

Rogo’s founding team combines deep expertise in finance and AI, and the results speak for themselves. More than 35,000 bankers and investors use Rogo daily across firms including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura, from junior analysts to senior partners.

We’re thrilled to lead Rogo’s Series D and partner with Gabe, John, Tumas, and the entire team. The best analysts on the Street now have a platform that works as hard as they do.