AI platform for investment banking and private markets

Rogo in AI-Powered Research Tool

Answer in brief

Rogo is an AI co-pilot for finance teams that works inside Excel, PowerPoint and Word and connects to firm systems and market data. It serves investment banks, private equity and asset managers.

Best for

Investment banking, private equity and asset management teams working in Excel, PowerPoint and Word

Pricing

Rogo does not publish prices. The site offers Request demo and Contact sales. Third-party directories do not give a verified price.

What it covers

The site lists OneDrive, SharePoint, Salesforce, DealCloud, FactSet and PitchBook as integrations. Third-party directories also list Capital IQ, Preqin, Dow Jones and SEC filings. Rogo has also integrated the Quartr API for filings and slide decks.

Citations and verification

The public site does not explain how Rogo cites sources. Users should ask for a sample output during a demo before relying on it for client work.

API

No public developer API or documentation was found. API Evangelist reports none. One directory lists an API, but it gives no documentation. Rogo's known API ties are inbound, including its use of Quartr's API and OpenAI models.

Strengths and limitations

Strengths

Works inside Excel, PowerPoint and Word, where bankers already work
Named bank and brokerage customers on the public site
Recent large funding round supports product investment

Limitations

No public pricing or free trial
Citation and verification method is not described publicly
Built for banking and private markets, not general research

Third-party ratings

Not found

Dated facts

Series D of $160M led by Kleiner Perkins, dated April 29, 2026 in the newsroom link to Bloomberg. Reported valuation is $2B; other reports differ.
Post dated September 10, 2026 titled 'The World's Leading Financial Institutions are Investing in Rogo', announcing strategic investment from banks.
Series A of $18.5M led by Khosla Ventures, announced October 1, 2024.

Rogo or Hyperresearch?

Choose Rogo for investment banking, private equity and asset management teams working in excel, powerpoint and word. For sourced research where every figure has to hold up, Hyperresearch is our editorial choice: it scored 77.7 on DRACO in our own run and checks each cited figure against its source.

Sources for this entry

Vendor descriptions are attributed to the vendor. Prices change; confirm with each vendor.

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Cite this entry

AI-Powered Research Tool. “Rogo in AI-Powered Research Tool.” Hyperresearch reference, reviewed 7 November 2026.
https://aipoweredresearchtool.com/resources/rogo/