Rogo

About Rogo

Rogo is an AI platform designed for investment banking, aimed at helping finance professionals work smarter, move faster, and win more deals by leveraging purpose-built AI solutions. It focuses on transforming manual and obsolete processes in financial institutions handling over $3.5 trillion in annual deal volume.

Products & Services

AI Platform for Investment Banking:A purpose-built AI solution for bankers to enhance productivity and deal-winning capabilities.

Financial Reasoning Model:AI agents trained by sophisticated bankers, investors, and AI researchers for accurate financial analysis.

Data Integration Tools:Seamlessly integrates internal and external data sources with accuracy, transparency, and auditability.

Workflow Agents:Custom agents designed to replicate firm-specific workflows across PowerPoint, Excel, and Word.

Custom-Trained Models:Large Language Models (LLMs) tailored for finance using professionally labeled data.

Enterprise Deployment Solutions:Secure deployment options including single-tenant setups, admin governance, permissions, and compliance with security standards like SOC2, CCPA, ISO 27001, and GDPR.

Specific Analysis Tools:Includes tools for Earnings Comp Analysis, Public Company Strip Profile, Meeting Prep, Private Company Profile, Personal Bio, Financial Sponsor Overview, News Run, Secondaries Buyer Overview, and Deck Proofreading.

Rogo AI platform

Specialties

Artificial Intelligence (AI) for Finance Financial Reasoning Models Data Integration and Analysis Custom AI Model Development Enterprise Security and Data Privacy Workflow Automation for Finance AI for finance workflows Institutional-grade financial outputs Enterprise AI integration with financial data Custom deployed secure AI solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series D T: - FT: Series D	A: 160000000 MR: - FA: 160 million FAN: 160000000	D: 2026-04-29 FD: 2026-04-29	10 investors
2	RT: Series A T: - FT: Series A	A: 18500000 MR: - FA: 18.5 million FAN: 18500000	D: 2024-10-01 FD: 2024-10-01	4 investors

Series D Latest

2026-04-29

$160.0M

10 investors (Pro only)

Series A 2024-10-01

$18.5M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

T

Tom Hackett

Chief Executive Officer, Truist Securities

P

Patrice Maffre

International Head of Investment Banking, Nomura

R

Ross Williams

Chief Operating Officer, Baird Global Investment Banking

Recent News

Rogo Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised