Rogo

Rogo

Bespoke AI research platform for finance

Overview

RogoData.com offers a secure generative AI platform built for elite financial institutions to accelerate research and decision-making. It combines financial-domain large language models with access to millions of internal and external documents, allowing users to search, analyze, and cite sources within a controlled environment. The platform is customized for each firm’s language and data, and is delivered through subscriptions with optional ongoing customization and support. Its goal is to save time, improve insights, and automate research workflows so teams can work faster and executives can find pivotal information quickly.

About Rogo

Simplify's Rating
Why Rogo is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Series D

Total Funding

$315M

Headquarters

New York City, New York

Founded

2021

Get referred to Rogo

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Rogo's AI agent Felix autonomously executes multi-step financial workflows like deal screening and CIM generation, replacing manual analyst steps.
  • Rogo expanded Manhattan HQ with 422 jobs and $160M Series D funding led by Kleiner Perkins, securing $6.5M NY tax credits and $14M R&D.
  • Rogo integrated with SS&C Intralinks DealCentre AI, enabling live diligence on deal content without manual data uploads or version control bottlenecks.

What critics are saying

  • Hebbia captures deal diligence with sentence-level citation accuracy, undermining Rogo's value for data-intensive due diligence at Rothschild and Lazard within 6-12 months.
  • F2 AI dominates buy-side private credit underwriting and PE monitoring with Excel-native AI, leaving Rogo's sell-side focus irrelevant for 35% of target clients within 9-15 months.
  • If client churn exceeds 15% due to competitor accuracy, Rogo faces existential cash flow failure within 18-24 months given its $160M Series D and 422-job expansion runway.

What makes Rogo unique

  • Rogo builds custom AI agents encoding proprietary workflows for model-agnostic execution across GPT 5.5, Claude Opus 4.7, and Gemini.
  • Rogo targets sell-side pitch and research automation, producing SOC2-compliant auditable Excel models and memos for investment banks.
  • Rogo founders Gabriel Stengel (ex-Lazard) and John Willett (ex-J.P. Morgan) use frontline banking experience to design agents for investment banking pain points.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$315M

Above

Industry Average

Funded Over

7 Rounds

Series D funding is typically for companies that are already well-established but need more funding to continue their growth. This round is often used to stabilize the company or prepare for an IPO.
Series D Funding Comparison
Above Average

Industry standards

$77M
$70M
Twilio
$80M
Handshake
$100M
Affirm
$160M
Rogo

Benefits

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

6%

1 year growth

2%

2 year growth

3%
Rogo
Jul 21st, 2026
Announcing our partnership with Dow Jones Newswires.

Announcing its partnership with Dow Jones Newswires. Jul 21, 2026 rogo.ai is excited to announce a new partnership with Dow Jones Newswires that brings some of the most trusted sources of financial journalism directly into the Rogo platform. Clients using Rogo can now have seamless access to The Wall Street Journal, MarketWatch, Barron's, and Investor's Business Daily as part of their daily workflow through the Dow Jones Newswires GenAI Newsfeed. Instead of toggling between tools or relying on fragmented sources, teams can ground their analysis, pitches, and decision-making in the highest-quality news and market insights - right where they're already working. This collaboration underscores its vision of making Rogo the agentic operating system for global finance, where data, documents, and intelligence come together in one place. By integrating premium Dow Jones Newswires content, rogo.ai is equipping finance professionals with the context and perspective they need to move faster and make more informed decisions. And rogo.ai is just getting started. The integration of Dow Jones Newswires builds on its strategy of unifying the critical information that its customers depend on every day.

Rogo
Jul 16th, 2026
Announcing Rogo's partnership with MT Newswires.

Announcing Rogo's partnership with MT Newswires. rogo.ai is pleased to announce a partnership with MT Newswires, an original-source provider of real-time, multi-asset-class global financial news that now flows directly into the workflows finance professionals run on Rogo every day. MT Newswires produces more than 2,000 original stories daily across 180+ categories, with real-time reporting spanning over 45,000 global equities. Every story is ticker tagged and category coded. That coverage now surfaces inside Rogo, so professionals can pull the latest news on a company, screen developments by date, and ground their analysis in intraday reporting without leaving their working environment. Because each story is ticker tagged, Rogo connects a headline straight to the company you are researching and folds it into the same workflow as your models, filings, and internal knowledge. As its customers grow, the range of data they rely on grows with them, and premium real-time news is a natural next step in surfacing trusted sources directly in Rogo. "This partnership allows us to expand our footprint into another platform trusted by finance professionals, putting our original-source reporting directly in front of the analysts and portfolio managers who rely on it most," said Weston Walker, Global Head of Sales and Partnerships at MT Newswires. "Rogo's focus on building the tools finance teams actually use every day made it a natural fit for bringing our coverage to a new audience." This integration will be available to Rogo customers as part of its growing ecosystem of financial data partners. Learn how Rogo can help your firm. Request Demo More posts

Rogo
Jun 17th, 2026
Announcing Rogo’s Integration with SS&C Intralinks

Announcing Rogo’s integration with SS&C Intralinks Rogo now syncs directly with virtual data rooms in Intralinks DealCentre AI, so finance teams can run their full diligence with Rogo's intelligence applied on top of live deal content. Intralinks, an SS&C company, is the AI-enabled dealmaking platform for high-stakes transactions. Trusted by global investment banks, private equity firms, law firms, and corporations, Intralinks helps deal teams manage diligence, collaboration, and execution across mergers and acquisitions, capital raising, restructurings, and other strategic transactions. DealCentre AI is their AI-enabled dealmaking platform, purpose-built for the security, governance, and compliance that high-stakes M&A demands. With this integration, the deal content living in DealCentre is securely shared with Rogo, so teams can run diligence and analysis against a live, continuously current source of truth without ever leaving their working environment. What this unlocks is the removal of manual work between where deal documents live and where the actual analysis happens. Instead of downloading and re-uploading data room contents or chasing version control every time a file updates, teams select a deal and work directly from approved, governed content. This brings Intralinks' rigor into Rogo's data suite, built to be the single pane of glass for the 12 tabs financial professionals typically juggle. This integration will be available to Rogo customers with active deals on Intralinks DealCentre AI, as part of our growing ecosystem of financial data partners, surfacing alongside internal firm knowledge, public and private markets information, and other licensed sources within a single working environment.

Rogo
Jun 5th, 2026
Announcing Rogo’s Partnership with Daloopa

Rogo is pleased to announce a partnership with Daloopa, a fundamental data provider powering AI workflows in financial services, to bring Daloopa's data directly into the workflows that 35,000 finance professionals run on Rogo every day. What sets Daloopa apart is how they use AI for data extraction, have an accurate and complete fundamental dataset, and cover 5,500+ public companies globally, with each data point hyperlinked to its original source for transparency. Those sources include SEC filings, investor presentations, press releases, and more. This means financial professionals can pull metrics exactly as companies disclose them, with a breadth of company-specific KPIs that goes well beyond what traditional data vendors typically carry. This integration adds Daloopa's sourcing rigor to Rogo’s data suite - built to be the single pane of glass for the 12 tabs financial professionals typically juggle. "We are excited to partner with Rogo to bring Daloopa’s audit-ready financial data directly into the AI workflows of sophisticated financial institutions," said Gabriella Hernandez, Vice President of Partnerships at Daloopa. "Rogo has built a strong AI platform for research and analysis — used by thousands of financial professionals — and together we’re making it easier to access trusted data without leaving their working environment.” This integration will be available to Rogo customers as part of our growing ecosystem of financial data partners, surfacing alongside internal firm knowledge, public and private markets information, and other licensed sources within a single working environment.

Rogo
Apr 30th, 2026
Our $160M Series D and the Road Ahead | Rogo

Announcing $160M in new financing, led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic and Positive Sum. 

Recently Posted Jobs

Sign up to get curated job recommendations

Rogo is Hiring for 64 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →