- Founded
- 2021
- Headquarters
- New York, NY
- Latest Round
- Series C
- Est. Valuation
- ~$750M
Investment Thesis
Rogo is an enterprise-grade AI platform purpose-built for financial professionals, acting as a thought partner for decision-makers in investment banking, private equity, and hedge funds. Founded by CEO Gabe Stengel and co-founder John Willett, Rogo assists with deal stress-testing, investment frameworks, and client meeting preparation.
The platform serves over 25,000 financial professionals at elite institutions including Rothschild, Jefferies, and Lazard. Rogo is building the world's first truly agentic end-to-end AI system designed specifically for financial workflows, and has expanded internationally with a London office following its Series C funding.
Investment banking analysts and portfolio managers spend 60%+ of their time on repetitive financial research — pulling data, reading filings, building comps, and synthesizing market intelligence — at $150-200/hour fully loaded cost.
Rogo is an AI research analyst purpose-built for finance that can autonomously pull data from SEC filings, earnings transcripts, market databases, and proprietary sources to generate Wall Street-quality research output in minutes.
Adopted by top-tier investment banks, hedge funds, and PE firms who report 80%+ time savings on research tasks; the finance vertical demands accuracy and source attribution that horizontal AI tools cannot provide.
Financial firms are under margin pressure from passive investing, fee compression, and rising comp costs; AI that makes a $400K analyst 5x more productive delivers immediate, quantifiable ROI.