Rogo
The AI analyst for finance — research, screening, and memo drafting
4.3Enterprise / CustomBest for Investment teams that want an AI analyst grounded in real financial data
AI Analyst Research Memos
Overview
Rogo, founded by former Lazard bankers, is an AI analyst purpose-built for financial firms: company deep dives, market maps, comparable analysis, and first-draft memos grounded in licensed market datasets and a firm's own internal documents. It raised a $50M Series B led by Thrive Capital in 2025 and counts investment banks and investment firms among its customers.
Key features
- AI research on companies, markets, and competitive landscapes
- Grounding in licensed financial datasets plus your internal files
- First-draft IC memos and deal one-pagers
- Screening and comparable-company analysis
- Finance-tuned models with citation support
Pros
- Finance-native answers rather than generic chatbot output
- Cuts hours from company teardown and market map work
- Strong pedigree and well-funded roadmap
Cons
- Enterprise-only pricing and sales motion
- Banking-heritage workflows — venture-specific features are newer
- Output quality still depends on your data connections