Rogo integrates into firm systems and data sources including SharePoint, CRM, market data, filings, research, and proprietary sources. It produces auditable Excel models, investment memos, diligence materials, and slide decks to institutional standards. The platform supports accurate, grounded research across all connected data with transparency and auditability. Workflows automate research, analysis, and reporting tasks. Features like AI Table Interface enable sorting, filtering, and real-time data management. Screenings provide deterministic analysis of structured data for companies, transactions, and market insights.
Enhances budget accuracy using driver-based planning methods
Brings financial data together from multiple disconnected systems
Enables faster rolling forecasts compared to manual spreadsheets
Strengthens security with role-based access for different departments
Requires internal financial data, limiting flexible external usage
Pricing yet to be updated!
