Rogo Review 2026: Finance AI Agent for 35,000+ Bankers
Rogo is an agentic AI platform for finance. Felix handles deal screening, CIM generation, and modeling for 35,000+ bankers at 250+ firms. Enterprise pricing.
Rogo is the agentic AI platform built for Wall Street. Its Felix agent takes a single prompt and produces PowerPoint decks, Excel models, and sourced research memos for investment banks. Backed by $300M+ from Kleiner Perkins and Sequoia, it serves 35,000+ bankers at 250+ firms including Lazard and Nomura. Pricing is enterprise-only with no public rates; contact sales for a custom quote.
Rogo is an enterprise-grade agentic AI platform for investment banking, private equity, and hedge funds. Founded in 2022 and backed by over $300 million in funding, it is used by 35,000+ finance professionals at 250+ institutions including Lazard, Nomura, and Rothschild. Its Felix agent autonomously handles deal screening, CIM generation, buyer outreach, and data room diligence. Enterprise pricing only; contact sales for a quote.
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 to accelerate research, document production, and financial modeling. At the center of the platform is Felix, Rogo's autonomous finance agent. Felix is not a chatbot; it is a workflow engine that takes a single prompt and produces client-ready PowerPoint decks, Excel financial models, Word memos, dashboards, and sourced research with full citation attribution. 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. Felix can also be invoked by email, handling tasks asynchronously while the analyst moves on to other work. Beyond Felix, the platform lets firms build their own custom Rogo Agents that encode firm-specific workflows, output formats, and institutional expertise, so every deliverable matches house style automatically. Rogo's data layer covers more than 50 million financial documents, with native real-time access to LSEG Workspace, FactSet, and S&P Global, plus connections to PitchBook, Preqin, Quartr, and Moody's. In May 2026, Rogo added seven new enterprise connectors including Affinity, Microsoft Teams, Slack, and Dropbox, as well as Custom MCP support so firms can plug in proprietary internal data sources. The platform also acquired Offset in March 2026 to bring additional agentic capabilities into core investment workflows. Rogo targets enterprise financial institutions exclusively and sells through custom contracts, with per-seat pricing estimated at several thousand dollars per year by market reports. Additional fees apply for implementation and platform access; LSEG Workspace requires a separate license. Access is web-based and via API; there is no desktop app, CLI, or public free trial. Getting started requires a sales demo through the Rogo website. The company publishes monthly product updates and has maintained a fast release pace since the Series D. Recent additions include autonomous scheduled tasks via Felix email, long-term memory that tracks user preferences across sessions, and a Slides Annotator that lets analysts mark up decks directly in Rogo before handing revisions to Felix. Rogo also published the Big Finance Benchmark, a 928-question evaluation of frontier AI models on real finance tasks, establishing the firm as a research contributor as well as a product company.
Pricing
No public pricing. Enterprise contracts only, custom-quoted per firm size and modules. Per-seat costs estimated at several thousand dollars per year by market reports, plus platform and implementation fees. LSEG Workspace license required separately for real-time LSEG data.
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
- Covers research, document generation, and financial modeling in one platform, while competitors like Hebbia focus on document analysis alone or AlphaSense on external content aggregation.
- 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.
- 35,000+ daily users at 250+ institutions including Lazard, Nomura, and Rothschild confirms the platform is production-ready for enterprise finance workflows, not just a pilot project.
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
What is Rogo and what does it do?
Rogo is an agentic AI platform built specifically for investment banks, private equity firms, and hedge funds. Founded in 2022 by Gabriel Stengel, John Willett, and Tumas Rackaitis, the company has raised over $300 million in funding and reached a $2 billion valuation after its April 2026 Series D led by Kleiner Perkins. The platform serves more than 35,000 finance professionals at 250+ institutions globally, including Lazard, Nomura, Rothschild and Co, and Moelis. Its core product is Felix, an AI agent that autonomously handles multi-step financial workflows, generating client-ready PowerPoint decks, Excel models, and sourced research memos from a single prompt. Unlike general-purpose AI assistants, Rogo is built on fine-tuned OpenAI models and integrated with institutional data providers like FactSet, LSEG, and S&P Global, covering more than 50 million financial documents. It is designed to replace the hours of manual research and document prep that define the junior analyst role in investment banking.
How much does Rogo cost in 2026?
Rogo does not publish pricing and sells exclusively through enterprise contracts. There is no free tier, no trial, and no self-serve signup; all access requires a direct conversation with the Rogo sales team through the website. Market reports estimate per-seat costs in the range of several thousand dollars per year, with additional platform fees and implementation costs depending on firm size and the number of data integrations required. Customers who want real-time LSEG data through Rogo also need a separate LSEG Workspace license, which adds further cost. The $2 billion valuation and 250+ institutional clients confirm the product is priced for enterprise finance teams rather than individual users or smaller shops. If you want a specific number, you need to request a demo through rogo.ai.
What are the main features of Rogo?
Rogo's flagship feature is Felix, the AI agent that executes end-to-end financial workflows from a single email or chat prompt, producing PowerPoint decks, Excel financial models, Word memos, and dashboards with full source citations. The platform's research layer searches and analyzes over 50 million financial documents from SEC filings, PitchBook, FactSet, S&P Global, Preqin, and LSEG Workspace in real time. The Custom Rogo Agents feature lets firms build agents that encode their specific workflows, output formats, and institutional standards so every deliverable matches house style automatically. The May 2026 update added Custom MCP server support, allowing firms to connect any internal data source to Rogo alongside public data. Long-term memory now tracks user preferences and opinions across sessions so Felix improves its outputs the more a team uses it. A Slides Annotator lets analysts mark up decks directly in the Rogo interface and assign all revisions to Felix.
Is Rogo free to use?
No. Rogo has no free tier, no freemium plan, and no self-serve trial. The platform is designed exclusively for enterprise financial institutions and requires a direct sales engagement before any access is granted. This is an intentional positioning decision: Rogo competes on security, auditability, and depth of financial data integration rather than on accessibility or volume pricing. Every client goes through a custom onboarding process that includes workflow encoding, data source configuration, and firm-specific agent setup. Individual analysts, independent financial advisors, and teams without enterprise procurement budgets are not the intended customer. If you want to evaluate Rogo, the only path is requesting a demo through their website contact form.
What are the best alternatives to Rogo?
The most direct competitor is Hebbia, which focuses on document-heavy enterprise research using an AI matrix approach to analyze data rooms, contracts, and fund materials. Hebbia is the stronger pick when your primary need is analyzing large volumes of documents you already have, rather than generating new financial deliverables. AlphaSense, which acquired Tegus in 2025, dominates external market intelligence including broker research, expert transcripts, and regulatory filings, with a content library broader than Rogo's and reported $500M ARR by late 2025. For buy-side underwriting and portfolio analysis rather than sell-side IB deliverables, F2 is a newer platform gaining traction with asset management teams. General-purpose AI tools like ChatGPT or Claude with file uploads can handle ad hoc document analysis but lack native finance data integrations and the audit trails institutional compliance teams require.
Who is Rogo best for?
Rogo is built for investment banking analysts and associates who spend hours each week producing deal memos, pitch decks, and company profiles for client engagements. Private equity deal teams at the associate level benefit most from Felix's deal screening, CIM generation, and data room diligence automation, where the agent has been reported to triple team output without adding headcount. Hedge fund research analysts running company and market research workflows at scale also use the platform. Rogo is not a good fit for individual investors, financial planners, freelancers, or any team that cannot justify enterprise-grade pricing and a full procurement cycle. It is also not suited to buy-side modeling workflows that require custom Excel macros or proprietary quant systems, as Rogo generates financial models in standard formats rather than integrating with bespoke quant infrastructure.
How does Rogo compare on benchmarks?
Rogo itself does not publish a public accuracy score on standard benchmarks like SWE-bench, WebArena, or GAIA, as these are designed for software engineering or web navigation rather than financial research tasks. Instead, Rogo created and published the Big Finance Benchmark (BFB), a 928-question evaluation of how frontier AI models perform on the work finance professionals actually do. Results from the BFB showed significant variation across frontier models, from single-digit accuracy to approximately 80% depending on the task type. A separate Finance Agent Benchmark study found that the best-performing model reached only 46.8% accuracy on real-world financial research tasks, indicating a meaningful gap between AI and human expert performance that Rogo's own post-processing and workflow guardrails are designed to close. Tool use failures accounted for 36% of errors in evaluations, and hallucinations from pretrained domain knowledge were a common failure mode.
How do you get started with Rogo?
Getting started with Rogo requires contacting the sales team through rogo.ai to request a demo and begin the enterprise procurement process. There is no public signup or self-serve trial. Once an institution signs a contract, onboarding involves configuring data source integrations (FactSet, LSEG, S&P Global, or internal sources via API or cloud connectors), setting up firm-specific custom Rogo Agents and output templates, and training the team on Felix workflows. The platform is web-based with no software to install. Felix can be accessed through the Rogo web interface or by email, so analysts can dispatch research tasks without leaving their inbox. The core research and document generation features have a manageable learning curve; building custom Rogo Agents and configuring MCP server connections is more advanced and typically handled by the firm's technology team during onboarding.