What is Rogo?

Rogo is an AI platform designed specifically for the finance industry, built by former bankers and investors. It embeds directly into a firm's systems and data sources, including SharePoint, CRM, and major financial data platforms, to automate end-to-end workflows across deals and investments. Rogo agents understand financial workflows and produce transparent, auditable, institutional-grade outputs.

How to use Rogo?

Request a demo through the website to get started. Once onboarded, Rogo integrates with your firm's existing systems and data providers (e.g., SharePoint, CRM, LSEG, FactSet, Capital IQ). Users can then leverage AI agents, a prompt library, and an AI table interface to automate workflows, interrogate proprietary documents, and generate reports and materials.

Core features of Rogo

AI agents that understand and execute end-to-end financial workflows
Integration with firm systems (SharePoint, CRM) and financial data platforms (LSEG, FactSet, Capital IQ, PitchBook, etc.)
Transparent, auditable sources for all outputs
Firm-specific workflow automation
AI table interface for structured data analysis
AI-powered material creation (reports, summaries, presentations)
Proprietary document interrogation
Prompt library of professionally written finance prompts