Rogo
Verified Oct 15, 2026 ActiveAI platform for investment banks and research teams with purpose-built financial agents over firm documents, FactSet and PitchBook
Listed on EffectHub ·
Pricing
- Pricing model
- Contact sales
No public price: enterprise contracts by demo and sales contact, typically firm-wide; the site publishes no seat or usage figures and has no pricing page.
Use tool ↗About Rogo
Rogo is an AI platform for investment banking, equity research and other finance teams: hundreds of purpose-built agents review LBO models, refresh public comps, find precedent deals and run other workflows end to end, drawing on the firm's own files in OneDrive, SharePoint, Salesforce and DealCloud plus licensed data from FactSet and PitchBook. A firmwide memory of people, companies and deals sits underneath, with project-level usage tracking and a Watchtower monitoring layer, and 'forward deployed bankers' embed with client teams during rollout. It is sold by demo to institutions such as Baird, Truist Securities and Nomura, claims 450-plus institutions and 60,000 bankers, and carries SOC 2 Type II, ISO 27001 and ISO 42001. Rogo Technologies, Inc. is based in New York and has announced a $160 million Series D.
- Platforms
- Web
- API
- Not confirmed
- Last verified
- Oct 15, 2026
Verified sources
- Homepage: hundreds of purpose-built financial agents (LBO model review, public comps refresh, precedent deals), connections to OneDrive, SharePoint, Salesforce, DealCloud, FactSet and PitchBook, firmwide memory, Watchtower; customers Baird, Truist Securities, Nomura; 450-plus institutions and 60,000 bankers claimed; SOC 2 Type II, ISO 27001, ISO 42001; demo and contact sales only (15 October 2026)rogo.com ↗
- Company page: team of ex-investment bankers and AI researchers, newsroom headline 'Rogo announces $160M Series D'; no founders, founding year or headquarters stated (15 October 2026)rogo.com ↗
- Terms of use name Rogo Technologies, Inc., 360 Park Ave S Fl 7, New York, NY 10010, governed by New York law (15 October 2026)rogo.com ↗
Is Rogo legit?
We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.
- Domain registered
- Apr 26, 1996 (30 years ago)Registry record (RDAP), registrar Amazon Registrar, Inc., looked up Sep 6, 2026
- TLS certificate
- Issued by Let's Encrypt, valid until Jan 4, 2027Seen in our own connection to the site on Oct 15, 2026
- Last checked
- Oct 15, 2026The site answered
- Operated by
- Rogo Technologies, Inc., United StatesOur research, card verified Oct 15, 2026
Pros & cons of Rogo
Rogo is a firm-level purchase for banks and investment teams that want agents running inside their deal data, not a tool an analyst expenses: value depends on connecting DealCloud, SharePoint and FactSet, and the forward-deployed bankers exist because that integration is the work. Its named customers and the $160 million Series D suggest it will be around, but there is no price, trial or self-serve path, and the output still needs a banker checking every number before it reaches a client.
Pros
- Agents run multi-step banking workflows such as LBO review, comps refresh and precedent search rather than single answers
- Connects to OneDrive, SharePoint, Salesforce, DealCloud, FactSet and PitchBook, with a firmwide memory of people, companies and deals
- SOC 2 Type II, ISO 27001, ISO 42001 and a public trust center
- Named customers in banking and research, 450-plus institutions claimed, and a $160 million Series D
Cons
- Quote-only with no public pricing or trial
- Needs licensed market data and integration work before the agents are useful
- Usage figures (60,000 bankers, 200,000 daily queries) are self-reported
- No founders, founding year or office list on the company page; the entity and address surface only in the terms
Best for
- Investment banks and advisory firms that want comps, precedents and model reviews run across their own deal archive
- Equity research teams with licensed FactSet and PitchBook data to ground the agents
- Firms that need SOC 2, ISO 27001 and ISO 42001 attestations to clear compliance
Not for
- Individual analysts or small shops without a firm-wide data estate
- Buyers who need a published price or a self-serve trial
Watch out: Budget for the data, not just the software: the agents assume FactSet, PitchBook and your CRM are connected, and those licences are separate contracts.
Alternatives to Rogo
Rogo head-to-head
Side-by-side fact sheets against the competitors our research or their makers name — pricing, platforms, API and both verdicts on one page.