ChatGPT's research mode, which browses for you and writes up a cited report.
Legal, Finance & HR
Rogo
AI analyst for bankers and investors: research, models, memos and decks.
3.8our rating
Paid
Quick take
- An AI junior analyst for banks and funds: research, comps, models, memos and pitch pages in Excel, PowerPoint and Word.
- It pulls licensed data such as FactSet and PitchBook together with your firm's own files and CRM.
- Enterprise only. No public pricing, no free trial, no self-serve.
- Raised US$160 million in April 2026 at a US$2 billion valuation and claims 450+ institutions as customers.
- Independent user reviews are thin, so ask for a pilot on a live deal.
What is Rogo?
Rogo is an AI research analyst built for investment banks, private equity and investment firms. It searches financial data from sources like FactSet and PitchBook alongside your firm's own files in SharePoint, Salesforce and DealCloud, then answers questions, builds comparable company tables, drafts memos and pitch pages, and runs longer agent jobs such as LBO models. It works inside Excel, PowerPoint and Word, and embeds former bankers with clients during rollout.
Pick Rogo if you are a bank or fund that wants deliverables in banker format, not just answers. AlphaSense is stronger for searching broker research and expert call transcripts, and Hebbia for working through huge piles of documents. Perplexity or ChatGPT deep research can do light company research for a fraction of the cost, but without licensed financial data or your firm's templates.
The catch: it is enterprise only, with no public pricing and no self-serve option, so it is out of reach for individuals and small advisory firms. Independent user reviews are scarce, and outputs such as models and numbers still need an analyst to check them.
Who's using it, and who it's for
- Investment bankers
- Private equity
- Hedge funds
- Corporate development teams
Investment banks, private equity firms and investment teams that produce research, models and pitch materials.
Key features
Research with financial data
Answers questions using FactSet, PitchBook, filings and your own files, with sources.
Agents
Hundreds of finance agents for jobs like LBO models, comps and company profiles.
Office add-ins
Works inside Excel, PowerPoint and Word so output lands in the firm's templates.
Intelligence
Search people, companies, deals and past work across the firm.
Watchtower
Monitors companies and markets and alerts you to changes.
How we rate it
3.8 / 5
Our rating
From using the tool ourselves. The average of the five scores.
- Ease of use
- 4.0
- Features
- 4.5
- Output quality
- 4.0
- Value for money
- 2.5
- Speed & reliability
- 4.0
How quickly someone non-technical gets value from it.
How completely it covers its own job, and how well the pieces fit together.
How good the results are before you fix them.
What you get for the price, including the free plan.
How fast it is and how often it falls over.
Rogo pricing
- Our pick
Enterprise
Custom
Banks, funds and investment firms.
- Research, agents and Office add-ins
- Connections to data providers and firm systems
- Forward-deployed bankers for rollout
Which plan should you pick?
There is one route in: talk to sales. Ask how usage credits work per project and what data licences you need to bring yourself.
Prices in USD unless noted, checked 22 October 2026. Vendors change plans often, so confirm on their site before you buy.
Best use cases
Ways Rogo can slot into your week.
- 1
Prepare for a client pitch
Ask for a company profile, recent deals and comparable companies, then drop the pages into the firm's deck template.
- 2
Build a first-pass model
Have an agent set up an LBO or trading comps in Excel for an analyst to check and refine.
- 3
Summarise earnings and filings
Get the key points from an earnings call or annual report before a meeting.
- 4
Reuse the firm's past work
Find previous pitch books, models and contacts related to a target company.
How it fits your tech stack
It connects to the data and systems banks already pay for, including FactSet, PitchBook, Salesforce, DealCloud, SharePoint and OneDrive, and works inside Microsoft Office.
Connects to
- Excel
- PowerPoint
- Microsoft Word
- FactSet
- PitchBook
- Salesforce
- DealCloud
- SharePoint
Pros and cons
Pros
- Built around banker deliverables, not just chat answers
- Combines licensed financial data with the firm's own files
- Works inside Excel, PowerPoint and Word
- Strong security certifications for regulated firms
Cons
- Enterprise only, with no public pricing or trial
- Few independent user reviews to judge it by
- Models and figures still need an analyst to check them
Rogo alternatives
The closest alternatives to Rogo in the library, best rated first.
DataSnipper
4.0
Best for vouching and tick-and-tie in Excel
Compare with Rogo
Paradox
4.0
Best for booking interviews automatically
Compare with Rogo
Spellbook
3.9
Best for reviewing and redlining contracts in Word
Compare with Rogo
Booke AI
3.8
Best for categorising bank feed transactions
Compare with Rogo
Why it made the list
It is one of the fastest-growing AI tools in finance, used by more than 450 institutions, and built around banker deliverables.
Rogo FAQ
How much does Rogo cost?
Pricing isn't published; check the vendor's site for a quote. Prices checked 22 October 2026 against Rogo's pricing page.
Is Rogo free?
No. Pricing isn't published; check the vendor's site for a quote.
What is Rogo best for?
Rogo is best for company and market research for deals, comparable company tables and models and drafting pitch pages and investment memos. Investment banks, private equity firms and investment teams that produce research, models and pitch materials.
What are the best Rogo alternatives?
The closest alternatives are DataSnipper, Paradox, Spellbook and Booke AI. DataSnipper is best for vouching and tick-and-tie in Excel.
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