Rogo

Rogo is a generative AI platform for investment banking, private equity and asset management that researches companies, builds analyses and drafts materials. It combines financial data from licensed providers with a firm's own documents.

Bankers and investors can ask for company profiles, comparable company tables, precedent transactions or earnings summaries, and Rogo returns cited outputs that can be exported to Excel or PowerPoint. It connects to data sources such as S&P Capital IQ, PitchBook and filings databases.

Rogo is sold to financial institutions under enterprise agreements with security controls required by banks. Banks typically roll it out to analysts and associates first, since they handle most of the research and slide preparation on live deals.