Rogo replaces the manual grind of building pitch decks, financial models, and research memos by hand. It's built for IB analysts, PE associates, and hedge fund researchers who currently spend hours per deliverable, backed by a 2026 Series D that valued the company at $2 billion. Best for firms ready for a full enterprise sales cycle, not a quick trial.
Rogo is an AI agent platform purpose-built for Wall Street dealmakers: banks, private equity shops, and hedge funds, with a document library spanning more than 50 million financial filings, transcripts, and fund records. Its Felix agent turns a single prompt into a finished PowerPoint deck, Excel model, or research memo, citations included.
Maker: Rogo · Autonomy: semi autonomous · Maturity: ENTERPRISE
Underlying models: GPT-4o, OpenAI o1-mini, OpenAI o1
About Rogo
Rogo is an agentic AI platform built exclusively for investment banks, private equity firms, and hedge funds. Founded in 2022 by Gabriel Stengel, John Willett, and Tumas Rackaitis in New York, the company has raised over $300 million in total funding, including a $160 million Series D led by Kleiner Perkins in April 2026 that valued the business at $2 billion. More than 35,000 finance professionals at 250+ institutions, including Lazard, Nomura, Rothschild and Co, and Moelis, use Rogo daily.
At the center of the platform is Felix, Rogo's autonomous finance agent, built as a workflow engine rather than a chatbot. It runs on a multi-model architecture: GPT-4o for chat-based analysis, OpenAI o1-mini for data structuring, and o1 for evaluations and advanced reasoning, and it can be invoked by email so tasks run asynchronously while the analyst moves on. Firms can also build their own custom Rogo Agents on top of Felix to encode workflows and formats unique to their shop.
Rogo's underlying data layer spans institutional research, fund, and market-data providers, expanded through native and custom-connector partnerships added across 2026. The company acquired Offset in March 2026 to bring additional agentic capabilities into its core investment workflows.
Pricing is enterprise-only and sold through custom contracts, with no public rate card, desktop app, CLI, or free trial; access starts with a sales demo through the Rogo website.
Rogo ships monthly product updates and has kept a fast pace since its Series D, adding long-term memory that tracks analyst preferences across sessions and a Slides Annotator for marking up decks before handing revisions back to Felix. It also publishes its own finance benchmark work, positioning the company as a research contributor as well as a vendor.
Pricing
Rogo has no public price list and sells only through custom enterprise contracts. Per-seat costs are estimated at several thousand dollars annually by market reports, plus separate implementation and platform fees that scale with firm size. LSEG Workspace access, when needed for real-time data, requires its own license outside the Rogo contract.
Key Features
- Felix AI Agent: Felix takes a single prompt or email and autonomously produces client-ready PowerPoint decks, Excel financial models, Word memos, and dashboards with full source citations, saving analysts 10+ hours per week.
- 50M+ Financial Document Library: Rogo can search and analyze over 50 million financial documents, including SEC filings, earnings transcripts, PitchBook data, S&P Global content, and Preqin fund data, with real-time access via native integrations.
- Custom Rogo Agents: Firms can build and deploy their own Rogo Agents that encode specific workflow steps, output formats, and institutional standards, so every deliverable produced by AI matches house style without manual reformatting.
- Real-Time Data Integrations: Rogo connects natively to LSEG Workspace, FactSet, and S&P Global for real-time fundamentals, M&A databases covering 1.5M+ global transactions, and company estimates alongside the 50M+ document archive.
- Long-Term Memory and Scheduled Tasks: As of May 2026, Rogo tracks user preferences and opinions across sessions so Felix improves over time, and supports autonomous scheduled tasks dispatched via email with no additional setup required.
- Custom MCP Server Support: Firms can connect any MCP server, including internally built ones, to Rogo so proprietary data sources, internal models, and bespoke tools are available to Felix and custom agents alongside public data.
- Big Finance Benchmark: Rogo published the Big Finance Benchmark, a 928-question evaluation of how frontier AI models perform on real finance tasks, released publicly on Hugging Face as a 50-question stratified subset for independent testing.
Strengths
- Handles research, deck drafting, and model building in one workflow, where rivals typically require separate tools for each step.
- Felix saves analysts 10+ hours per week on tasks like meeting prep, company profiling, and market research, with at least one client managing director reporting Felix tripled team output without adding headcount.
- Enterprise banks already run it in production, not pilot: named users include Lazard and Nomura, evidence this holds up under real deal-desk pressure rather than just demos.
Weaknesses
- No public pricing or self-serve trial: every evaluation requires a sales call, which excludes smaller teams, boutique firms, and individual analysts who cannot commit enterprise budget without testing first.
- Custom workflow setup and third-party integrations are time-consuming, and the platform carries a steep learning curve for advanced features beyond the basic Felix research and document generation use cases.
- Finance-specific benchmarking reveals accuracy limits: the Finance Agent Benchmark found the best AI model reaching only 46.8% on real-world finance tasks, meaning AI-generated models and memos require human verification before client use.
Frequently Asked Questions
How much do you pay for Rogo?
Rogo publishes no price list; every deal is a custom enterprise contract negotiated directly with its sales team. Third-party market estimates put per-seat costs in the low five figures annually, before implementation and platform-access fees that scale with firm size. Real-time LSEG Workspace data inside Rogo requires a separate LSEG license billed outside the Rogo contract. Getting an exact number means booking a demo through rogo.ai.
Is Rogo free to use?
No. Rogo has no free tier, no freemium plan, and no self-serve signup; access starts only after a firm completes a sales cycle and signs a contract. That is a deliberate choice: Rogo competes on data security, audit trails, and depth of institutional integrations rather than on ease of trial. Individual analysts, students, or teams without enterprise procurement budget cannot access the platform on their own.
What are Rogo's closest competitors?
Hebbia is the closest competitor for firms whose main need is querying large volumes of existing documents such as data rooms and contracts, using an AI matrix approach rather than generating new decks or models. AlphaSense, which absorbed Tegus in 2025, covers a wider library of broker research, expert call transcripts, and regulatory filings for market intelligence rather than IB deliverable generation. F2 is a newer entrant gaining traction with buy-side asset management teams for portfolio analysis rather than sell-side deal work. General AI assistants with file upload, like ChatGPT or Claude, can do ad hoc document review but lack Rogo's native finance data integrations and audit trail.
Rogo or Hebbia: which should you pick?
Rogo and Hebbia both sell to finance teams, but they solve different problems: Hebbia's AI matrix is built to query large sets of documents a firm already holds, while Rogo's Felix agent generates new deliverables, pitch decks, models, and memos, from a prompt. Pick Hebbia when the job is search and extraction across existing documents; pick Rogo when the job is producing the finished output itself. Neither publishes public pricing, so the choice usually comes down to which workflow a firm needs automated first.
How do you set up Rogo?
Access starts with requesting a demo through rogo.ai; there is no public signup. Once a firm signs a contract, onboarding covers connecting data sources such as FactSet, LSEG, or internal systems via API, and configuring firm-specific Rogo Agents so outputs match house style. The platform runs entirely in the browser, so there is no software to install, and Felix can also be triggered by email once configured. Basic research and document generation are simple to pick up; building custom Rogo Agents or wiring Custom MCP servers is more advanced and typically handled by the firm's own tech team.