Rogo
Rogo is an AI platform built specifically for finance professionals. Through a chat interface, analysts can ask it to research a company, explain a thesis, or generate dense financial models in Excel, and its in-house agent, Felix, takes on multi-step deal work such as deal screening, CIM generation, buyer outreach, and data-room diligence. More than 35,000 professionals at over 250 institutions, including names like Rothschild & Co, Jefferies, and Lazard, use it across origination, execution, and portfolio work. Rogo raised a $160 million Series D led by Kleiner Perkins, bringing total funding above $300 million, and is sold through enterprise subscriptions rather than a public price list.
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Our take
Rogo is an AI platform for finance professionals that researches companies, builds financial models in Excel, and runs multi-step deal work through its agent, Felix, across screening, CIM generation, and diligence. It's used by 35,000+ people at 250+ banks and funds and sold via enterprise contracts. Deep, specialized, and pricey, with security built on a controlled stack.
Best for
Investment banks, private equity, and asset managers that want an AI analyst for research, modeling, and deal workflows.
Pros
- Purpose-built for finance research and modeling, not generic chat
- Felix agent handles multi-step deal work end to end
- Heavy real-world adoption at top banks and funds
- Enterprise-grade security and controls
Cons
- Enterprise pricing runs into thousands per seat per year
- Multi-year contracts, not self-serve
- Overkill for anyone outside finance
How it compares
Versus a general assistant like ChatGPT, Rogo trades breadth for finance depth: native modeling, deal workflows, and bank-grade controls.
Full review
Rogo is an AI platform built specifically for finance professionals. Through a chat interface, analysts can ask it to research a company, explain a thesis, or generate dense financial models in Excel, and its in-house agent, Felix, takes on multi-step deal work such as deal screening, CIM generation, buyer outreach, and data-room diligence. More than 35,000 professionals at over 250 institutions, including names like Rothschild & Co, Jefferies, and Lazard, use it across origination, execution, and portfolio work. Rogo raised a $160 million Series D led by Kleiner Perkins, bringing total funding above $300 million, and is sold through enterprise subscriptions rather than a public price list.
Versus a general assistant like ChatGPT, Rogo trades breadth for finance depth: native modeling, deal workflows, and bank-grade controls.
Cloudkart Trust Graph
4.0/5- Actual Utility5/5
Source: Initial LLM-authored rubric (backfill)
- Ease of Use4/5
Source: Initial LLM-authored rubric (backfill)
- Pricing Fairness3/5
Source: Initial LLM-authored rubric (backfill)
- Reliability4/5
Source: Initial LLM-authored rubric (backfill)
- Differentiation4/5
Source: Initial LLM-authored rubric (backfill)
Scored as of . Each score is versioned and auditable; vendors cannot buy it.
How this score is set
- Editorial rubric
- Primary signal — five dimensions, 4.0/5 average.
- Community reviews
- None yet.
- Pricing verified
- Not yet verified
- Independence
- Score set by our editorial team before any affiliate relationship is considered. No vendor can buy it.
Frequently asked questions
- Is Rogo free, and how much does it cost?
- Rogo is a paid tool.
- Who is Rogo best for?
- Investment banks, private equity, and asset managers that want an AI analyst for research, modeling, and deal workflows.
- How is Rogo rated on Cloudkart.ai?
- Rogo scores 4.0 out of 5 on the Cloudkart.ai rubric, which weighs actual utility, ease of use, pricing fairness, reliability and differentiation. Scores are set editorially and can never be bought.
Community reviews
No community reviews yet. Be the first to share how Rogo works for you.
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