What is Rogo?
Rogo is an AI platform built for financial institutions such as investment banks, equity research teams and advisory firms. It combines hundreds of purpose-built financial agents that carry out end-to-end workflows, for example reviewing an LBO model in Excel, updating CRM opportunity stages, refreshing public comps or finding precedent deals.
Rogo connects to a firm's internal systems, data and documents, so that teams can search previous deals and relationship notes from one place. Individual preferences and knowledge are stored as governed firm memory that the whole organization can use. The vendor also offers forward deployed bankers, former bankers and investors who work alongside a firm's team during rollout. Rogo states it is SOC 2 Type II compliant.
Key features
- Purpose-built financial agents for end-to-end workflows
- Review of financial models such as LBO models in Excel
- Secure connections to firm systems, data and knowledge
- Searching previous deals and precedent transactions
- Firmwide memory of preferences, relationships and knowledge
- Forward deployed bankers embedded in the client team
Who is it for
- Investment banks
- Equity research teams
- Private equity and M&A advisory firms
- Institutional investors
Pros and cons
- Built for institutional finance with security and controls
- Works across a firm's existing systems and data
- Enterprise-oriented; no public pricing on the page
Rogo pricing
The vendor does not publish prices in a readable form (often pricing is shown only after signing in).
Is Rogo free?
The vendor does not state this clearly on the homepage or pricing page.
Featured in
Rogo alternatives
| Tool | Price from | Free plan | Category |
|---|---|---|---|
 Fiscal.ai | not listed | trial | Finance & accounting |
 Ramp | 15 USD/mo | yes | Finance & accounting |
 Tickeron | not listed | trial | Finance & accounting |
 Docyt | 299 USD/mo | no | Finance & accounting |
 AlphaSense | not listed | trial | Research & science |
 Jungle Scout | not listed | trial | Business & sales |
FAQ
What is Rogo used for?
AI platform with financial agents for investment banks and finance teams to automate workflows, unify data and speed up decisions.
Is Rogo free?
The vendor does not state this clearly on the homepage or pricing page.
How much does Rogo cost?
The vendor does not publish prices publicly or requires sign-in.
What are the best Rogo alternatives?
Closest alternatives: Fiscal.ai, Ramp, Tickeron, Docyt, AlphaSense.
Data checked October 12, 2026 on the vendor website (rogo.com).