top of page
Empower Teams
Secure Intelligence
Accelerate firm productivity, automate workflows, and
unify financial data at scale with one secure platform
benchmark revenues of european automotive leaders
An Integrated, Secure Platform
Built to Drive Your Firm Forward
Decks, memos
Market Data
Meetings notes
Streamline and Automate
Your Workflows
Benchmark industrials
Running workflow...
Identifying companies
Searching sources
Retrieving metrics
Finalizing...
Competition analysis in the sport industry
Found 7 sources
Generating presentation...
Generation finalized
Strategic review.pptx
Analysis backup.xlsx
Firm-Specific Workflows
AI-Table Interface
Material Creation
Create and automate workflows tailored to your needs, reducing manual tasks and integrating seamlessly with your existing tools. Optimize processes for research, analysis, and reporting to improve efficiency and accuracy.
Organize and manage data effortlessly with an interactive table interface. Sort, filter, and update information in real time, enabling structured analysis and seamless decision-making.
Generate reports, summaries, and presentations with AI-powered automation. Transform raw data into polished, professional materials while ensuring clarity and consistency.
Unlock Advisory AI
For Your Firm
Trusted Data
We partner with trusted data providers to bring the highest‑quality financial information to our platform. Their expertise, combined with Rogo’s technology, gives customers the clarity and confidence they need to move fast.
Your Firm's Data
LSEG
Dow Jones
FactSet
Capital IQ
Filings
Transcripts
Presentations
Real-time Web & News
AI That Learns How Your
Firm Thinks and Works
Integrations
_svg.png){kind=icon}
Connect seamlessly with your existing providers and file systems. Enhance your workflows by interacting with internal & external data sources.
Prompt Library
Prospect bio
Translate documents
Update database
Company profile
News run
Choose from our library of professionally written prompts aimed at automating your common workflows end-to-end.
Guided Implementation
White-glove engagement and implementation with our team of ex-bankers and private equity investors.
Custom-Trained Models
Custom-trained LLMs built for finance, using professionally labeled data tailored to the workflows and precision standards of investment banking.
Governance & Permissions
Granular permission controls, role-based access management, comprehensive audit trails, and customizable governance policies to streamline compliance and safeguard your data.
Single Tenant Deployment
Flexible deployment options to meet your security and infrastructure needs.
bottom of page