Rogo

@RogoAI • 6,996 subscribers

AI built for the most ambitious firms in finance

Shorts

Today, we're introducing Rogo Notes, the AI notetaker purpose-built for finance. Conversations are among the most valuable sources of firm knowledge, yet capturing and preserving meeting insight has long depended on manual note-taking and individual recollection. With Rogo Notes, agents handle meeting prep and follow-ups, teams collaborate from shared context, and every conversation deepens your firm’s understanding of the people, companies, and projects it works with. Rogo Notes was built to meet the regulatory standards of financial institutions, so firms never miss a valuable meeting insight again.

Today, we're introducing Rogo Notes, the AI notetaker purpose-built for finance. Conversations are among the most valuable sources of firm knowledge, yet capturing and preserving meeting insight has long depended on manual note-taking and individual recollection. With Rogo Notes, agents handle meeting prep and follow-ups, teams collaborate from shared context, and every conversation deepens your firm’s understanding of the people, companies, and projects it works with. Rogo Notes was built to meet the regulatory standards of financial institutions, so firms never miss a valuable meeting insight again.

37,638 görüntüleme

Today, we’re announcing our $160 million Series D funding, led by Kleiner Perkins, with participation from Sequoia Capital, Thrive Capital, J.P. Morgan, and Khosla Ventures. 35,000+ financial professionals. 250+ institutions. One platform, purpose-built for finance. Thank you to our clients, our team, and our investors for their support as we continue building to raise the ceiling for what finance can accomplish.

Today, we’re announcing our $160 million Series D funding, led by Kleiner Perkins, with participation from Sequoia Capital, Thrive Capital, J.P. Morgan, and Khosla Ventures. 35,000+ financial professionals. 250+ institutions. One platform, purpose-built for finance. Thank you to our clients, our team, and our investors for their support as we continue building to raise the ceiling for what finance can accomplish.

130,266 görüntüleme

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We are introducing Felix. Felix is a purpose-built agent for high finance, designed for long-running, complex workflows and capable of producing decks, models, and documents end-to-end. Felix executes so you can focus where it matters.

We are introducing Felix. Felix is a purpose-built agent for high finance, designed for long-running, complex workflows and capable of producing decks, models, and documents end-to-end. Felix executes so you can focus where it matters.

916,894 görüntüleme • 6 ay önce

Today, we're launching Rogo Intelligence. One of the accepted costs of knowledge work has always been that experience compounds in people, not software. Teams develop judgment, but that knowledge remains trapped in inboxes, individual memory, and disconnected systems. As more work runs through a single platform, firms are capturing not just outputs, but the reasoning behind them. Increasingly, our customers ask the same question: How do we turn all of that into an advantage? Rogo Intelligence transforms your firm's expertise into reusable institutional memory. As foundation models become increasingly capable, the enduring advantage won't come from the models themselves. It will come from the intelligence your firm builds over time: the workflows behind your best outcomes, the judgment behind your best decisions, and the knowledge created across every deal, investment, and client relationship. We're building to codify your firm's best practices so your institutional edge compounds.

Today, we're launching Rogo Intelligence. One of the accepted costs of knowledge work has always been that experience compounds in people, not software. Teams develop judgment, but that knowledge remains trapped in inboxes, individual memory, and disconnected systems. As more work runs through a single platform, firms are capturing not just outputs, but the reasoning behind them. Increasingly, our customers ask the same question: How do we turn all of that into an advantage? Rogo Intelligence transforms your firm's expertise into reusable institutional memory. As foundation models become increasingly capable, the enduring advantage won't come from the models themselves. It will come from the intelligence your firm builds over time: the workflows behind your best outcomes, the judgment behind your best decisions, and the knowledge created across every deal, investment, and client relationship. We're building to codify your firm's best practices so your institutional edge compounds.

77,733 görüntüleme • 3 ay önce

Today, we're announcing Rogo's Deal Room. Deals today are fragmented across data rooms, decks, models, trackers, emails, CRMs, and dozens of other systems. Managing them requires constant, manual coordination. Rogo's Deal Room gives every transaction a home. With the full context of a deal, agents can create materials, run diligence, coordinate stakeholders, and keep transactions moving without a human at every step. As deals close, Rogo can recognize the patterns behind exceptional outcomes, making every future transaction smarter and faster. Great dealmakers shouldn't be caught in process. They should be driving the decisions that matter.

Today, we're announcing Rogo's Deal Room. Deals today are fragmented across data rooms, decks, models, trackers, emails, CRMs, and dozens of other systems. Managing them requires constant, manual coordination. Rogo's Deal Room gives every transaction a home. With the full context of a deal, agents can create materials, run diligence, coordinate stakeholders, and keep transactions moving without a human at every step. As deals close, Rogo can recognize the patterns behind exceptional outcomes, making every future transaction smarter and faster. Great dealmakers shouldn't be caught in process. They should be driving the decisions that matter.

26,232 görüntüleme • 2 ay önce

Felix by Rogo... coming soon.

Felix by Rogo... coming soon.

22,424 görüntüleme • 7 ay önce

A snapshot of the Rogo Spreadsheets Agent. We’re proud to have built an agent that produces deliverables you’ll actually use. With it, you can: • Build complex, multi-tab DCFs / LBOs • Generate cohort, retention, P&L & KPI analyses • Convert filings / uploaded docs into structured data Every output is grounded in high-fidelity financial data — with every number attributed back to its source. Available in Rogo today.

A snapshot of the Rogo Spreadsheets Agent. We’re proud to have built an agent that produces deliverables you’ll actually use. With it, you can: • Build complex, multi-tab DCFs / LBOs • Generate cohort, retention, P&L & KPI analyses • Convert filings / uploaded docs into structured data Every output is grounded in high-fidelity financial data — with every number attributed back to its source. Available in Rogo today.

12,259 görüntüleme • 8 ay önce

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