Rogo

AI built for the most ambitious firms in finance

[Rogo @RogoAI]

Today we're announcing a strategic investment in Rogo from Barclays, BNP Paribas, Citi Ventures, MUFG Innovation Partners, and Societe Generale — joining J.P. Morgan Growth Equity Partners and Truist Ventures among others.

That brings Rogo’s strategic investors to nine global banks across New York, London, Paris, and Tokyo, representing nearly $20T in combined assets.

Rogo now serves 50,000+ professionals across 350+ firms globally. Grateful to our clients, team, and investors for the conviction, and excited to keep building.

[Rogo @RogoAI]

@JoshuaKarchmer Incredible research from the one and only @JoshuaKarchmer

[Rogo @RogoAI]

Read our paper: https://t.co/PXZKIjSZJf

[Rogo @RogoAI]

What if better context is the key to cheaper AI?

We set out to study exactly that.

At Rogo, we've built a proprietary context layer called Rogo Intelligence, which gives our agents structured memory on you and your firm's work.

We wanted to understand how our context layer impacts the economics of AI, particularly compared to agents relying on traditional connector-based searches across systems like email and CRMs.

Our initial results are promising: agents using Rogo Intelligence consumed 35% fewer tokens on complex tasks, with fewer steps and faster execution.

This is just the beginning of our exploration into the broader returns of institutional intelligence. Lower AI costs are one dimension, but the much larger opportunity is turning decades of accumulated intellectual capital into an asset that compounds for our customers.

[Rogo @RogoAI]

@RilletHQ @LinkedIn Congrats!!

[Rogo @RogoAI]

https://t.co/wywgDwNFpV

[Rogo @RogoAI]

Today, we're introducing Rogo Notes, the AI notetaker purpose-built for finance.

Conversations are among the most valuable sources of firm knowledge, yet capturing and preserving meeting insight has long depended on manual note-taking and individual recollection.

With Rogo Notes, agents handle meeting prep and follow-ups, teams collaborate from shared context, and every conversation deepens your firm’s understanding of the people, companies, and projects it works with.

Rogo Notes was built to meet the regulatory standards of financial institutions, so firms never miss a valuable meeting insight again.

[Rogo @RogoAI]

https://t.co/ibexmt13c9

[Rogo @RogoAI]

We built Big Finance Bench to help define what good looks like for AI in finance. Now, we’re extending that evaluation framework to financial data.

We’re focused on two questions: how can LLMs use individual financial data sources more effectively, and how should multiple sources work together to surface the right data for each task?

Early results from these optimizations show 75% fewer serious hallucinations, 40% lower latency, and a 4x reduction in token consumption.

[Chris Zachary @chriszachary]

Say hello to
https://t.co/bStWIWZNx0

A labor of love from the design team ❤️
@chase_goulet @flornkm @danielsun_ui @nilseller @davidbstirling

[Rogo @RogoAI]

@chriszachary @chase_goulet @flornkm @danielsun_ui @nilseller @davidbstirling We are so lucky.

[Rogo @RogoAI]

@chase_goulet @flornkm @danielsun_ui @nilseller @davidbstirling We are so lucky

[Rogo @RogoAI]

Rogo’s proprietary financial benchmark, built around the real work financial professionals deliver, is becoming the industry standard for evaluating AI in finance.

Rogo’s Big Finance Bench (BFB) is on the Specialized Intelligence Index from @FireworksAI_HQ, bringing a rigorous measure of financial intelligence to model comparisons across the industry.

Explore the results: https://t.co/CNVCvxWy9o

[Gabriel Stengel @GabeStengel]

Come chew glass with us @RogoAI

[Rogo @RogoAI]

https://t.co/Ck3vlNd9qk

[Rogo @RogoAI]

Today we're announcing a strategic investment in Rogo from Barclays, BNP Paribas, Citi Ventures, MUFG Innovation Partners, and Societe Generale — joining J.P. Morgan Growth Equity Partners and Truist Ventures among others.

That brings Rogo’s strategic investors to nine global banks across New York, London, Paris, and Tokyo, representing nearly $20T in combined assets.

Rogo now serves 50,000+ professionals across 350+ firms globally. Grateful to our clients, team, and investors for the conviction, and excited to keep building.

[Strib Walker @stribwal]

A visualization of how my Rogo Intelligence has grown over the last month.

Rogo builds and maintains a profile for each entity. It pulls from your email, CRM, files, and meeting notes, plus third-party data, your activity on the platform, and its own research.

Those profiles capture high-value insights that wouldn’t live within the rigid schema of a CRM. For example, when a sponsor bids $500m for a company, that purchase price ends up in the banker’s CRM.

What probably doesn’t make its way to the CRM is the sponsor’s valuation rationale. Why couldn’t they stretch to $600m in a competitive process? What about the business gave them pause?

The banking team could undoubtedly tell me, but the CRM usually can’t. Rogo Intelligence solves that.

The entity profiles usually contain two types of info as a result:

(1) Client-defined: Clients tell Rogo what to track for each entity. Many investment firms have already codified the highest signal datapoints in their evaluation process. Rogo puts collecting that data on autopilot.

(2) Model-inferred: LLMs are exceptionally good at synthesizing massive amounts of information and interactions to unearth patterns that people would rarely observe themselves. By allowing the model to populate each profile with information it deems relevant to you, you take full advantage of the data at your disposal.

The combination establishes Intelligence that can be searched and proactively surfaced to make you smarter on the next deal or investment.

[Rogo @RogoAI]

We've acquired Rivanna, to bring full AI-native due diligence to the Rogo platform.

Deal execution today is fragmented across data rooms, models, trackers, and inboxes.

With Rivanna, and Rogo's Deal Room, deal teams can integrate natively with entire data rooms and get institutional-grade, cited analysis in minutes - not hours of manual review.

https://t.co/orvE3uMugh

[Rogo @RogoAI]

https://t.co/975fVyuyxv

[Rogo @RogoAI]

Today, we're announcing Rogo's Deal Room.

Deals today are fragmented across data rooms, decks, models, trackers, emails, CRMs, and dozens of other systems. Managing them requires constant, manual coordination.

Rogo's Deal Room gives every transaction a home.

With the full context of a deal, agents can create materials, run diligence, coordinate stakeholders, and keep transactions moving without a human at every step. As deals close, Rogo can recognize the patterns behind exceptional outcomes, making every future transaction smarter and faster.

Great dealmakers shouldn't be caught in process. They should be driving the decisions that matter.

[Rogo @RogoAI]

https://t.co/u3kLtwCkNz

[Rogo @RogoAI]

Today, we're launching Rogo Intelligence.

One of the accepted costs of knowledge work has always been that experience compounds in people, not software. Teams develop judgment, but that knowledge remains trapped in inboxes, individual memory, and disconnected systems.

As more work runs through a single platform, firms are capturing not just outputs, but the reasoning behind them. Increasingly, our customers ask the same question: How do we turn all of that into an advantage?

Rogo Intelligence transforms your firm's expertise into reusable institutional memory.

As foundation models become increasingly capable, the enduring advantage won't come from the models themselves. It will come from the intelligence your firm builds over time: the workflows behind your best outcomes, the judgment behind your best decisions, and the knowledge created across every deal, investment, and client relationship.

We're building to codify your firm's best practices so your institutional edge compounds.