Rogo AI
AI analyst for financial research — searches 50M+ documents so your analysts don't have to
What Rogo AI is
Rogo AI is an agentic financial research platform used by investment banks, asset managers, and boutique advisory firms. It runs AI analysts that search and synthesize over 50 million financial documents — SEC filings, earnings call transcripts, pitchbooks, comps, and web data — and returns cited, structured outputs in minutes instead of hours. Rogo served 35,000+ bankers at 250+ institutions as of 2026, including Lazard, Nomura, and Jefferies, and raised a $160M Series D to expand into autonomous deal-workflow agents. Pricing is enterprise-custom; all deployments run in single-tenant cloud instances for regulatory compliance.
Key features
- Agentic research across 50M+ financial documents: SEC/EDGAR filings, earnings transcripts, FactSet, S&P Global, Crunchbase
- Pitchbook and comps automation — builds and populates slide decks from structured research queries
- Deep research agents (OpenAI o1-powered) that browse, cite, and synthesize multi-source financial data
- Single-tenant cloud deployment with SOC 2 and institutional-grade security for regulatory compliance
- Natural language workflow builder for repeatable deal processes (due diligence, sector reports, client updates)
- Citation-level attribution on every output — analysts can verify every claim against the source document
💰 Sell it as a service
The offer
Rogo AI implementation and workflow design for boutique investment banks, independent sponsor firms, and RIA offices: assess their research workflows, configure Rogo's document universe and templates to their deal types, and train the analyst team — then stay on for monthly optimization.
What to charge
$8,000–$20,000 for initial implementation and workflow design (workflow audit, custom template library, Rogo configuration, analyst training). Monthly retainer: $2,000–$5,000/mo for ongoing prompt engineering, new workflow rollouts, and usage reporting. Requires strong finance background and comfort with the deal lifecycle to sell credibly.
How it gets delivered
Firms with 5–25 analysts and no dedicated AI team are the sweet spot — large enough to have volume, small enough not to have an in-house tech team. Implementation takes 4–8 weeks: week 1–2 workflow mapping, week 3–4 Rogo configuration and custom template build, week 5–8 pilot and analyst training.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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