Rogo
Analyst-grade AI for banks, PE and asset managers
Overview
Finance-specific AI platform that automates research and produces auditable Excel models, investment memos, diligence materials and decks for investment banks, private equity and asset managers. Enterprise-only, sold on multi-year contracts.
What you can produce with Rogo
- Auditable Excel financial models
- Investment memos and diligence materials
- Slide-deck generation
- Document Q&A over proprietary and market data
- Finance-specific reasoning models
- Deep integrations with internal and external financial data sources
- Enterprise security posture and multi-year contracts
ASEAN Perspective
Rogo in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Rogo is the best-funded pure-play in finance AI right now: a $160M Series D in April 2026 led by Kleiner Perkins valued it at $2B, backed by Sequoia, Thrive, J.P. Morgan, Wells Fargo and even Henry Kravis. The product targets the actual outputs bankers and PE analysts live on — auditable Excel models, investment memos, diligence packs, slide decks — built on finance-specific reasoning models with deep data integrations. It's firmly enterprise: no published pricing, roughly $3,300/seat/year and up, multi-year contracts, no self-serve. The honest caveat is that reviews are mixed on whether it reliably beats a well-prompted ChatGPT or Claude on day-to-day work, and on deliverable polish outside a demo. Right for large finance firms that will run a scoped pilot and measure output quality before rolling out; individual analysts and smaller shops are priced out.
What people say
Rogo's story in 2026 is as much about capital as product. It closed an $18M Series A (October 2024), a $50M Series B at a $350M valuation (April 2025), a $75M Series C at $750M (January 2026), then a $160M Series D led by Kleiner Perkins in April 2026 that put the company at a $2B valuation — total funding north of $300M, with a backer list (Sequoia, Thrive Capital, Khosla, J.P. Morgan Growth Equity, Wells Fargo, Henry Kravis) that reads like the client base it's selling into.
The product promise is analyst-grade, auditable output rather than a chat toy: Excel models you can trace, investment memos, diligence materials and slide decks, generated from finance-specific reasoning models wired into internal and external data sources. For banks, PE firms and asset managers, the draw is compressing research and first-draft work that currently eats junior-analyst hours.
User and analyst reviews are genuinely mixed, and it's worth being straight about that. Positive notes include pricing that some smaller firms find relatively approachable for the category. The recurring concerns: inconsistent output quality, doubts about whether Rogo materially outperforms a well-prompted ChatGPT or Claude in everyday use, and whether the reliability and polish hold up outside a controlled demo. Reviewers repeatedly flag the opaque pricing as the single biggest evaluation friction.
On cost, nothing is published. Third-party trackers place per-seat pricing around $3,300/year and up — in line with specialised financial software — with platform fees and one-time implementation costs on top, all negotiated by firm size, modules and contract length. Rogo is described as firm on per-seat price but flexible on platform fees and implementation credits.
The practical guidance that emerges from the reviews: scope a pilot tightly to one sector team, instrument productivity metrics carefully, and negotiate the firm-wide rollout with that data in hand rather than trusting the demo. Rogo is a serious, category-leading bet for large finance organisations with procurement muscle and budget; individual analysts, students and smaller ASEAN or emerging-market firms are effectively priced out, and even qualified buyers should pressure-test output quality against general-purpose LLMs before committing.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Rogo's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Rogo unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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