Rogo
Rogo
Agentic AI platform for investment banks and asset managers.
Rogo is a generative AI platform built specifically for financial services — investment banks, private equity, and asset managers. Its agent Felix executes multi-step deal and investment work, producing auditable Excel models, investment memos, diligence materials, and slide decks. Used by tens of thousands of professionals at hundreds of institutions.
Worth knowing
Founded in 2022 by Princeton classmates from J.P. Morgan and Lazard; a 2026 Kleiner Perkins-led $160M round valued it at $2B.
- fintech
- investment-banking
- financial-research
- agents
- +1