Rogo, founded in 2021 by Gabriel Stengel and John Willett in New York, automates research, analysis, and financial workflows specifically for investment banks and investors, a narrower vertical focus than every general-purpose analytics platform also covered in this directory.
Its flagship agent, Felix, handles complex multi-step financial tasks without human intervention, deal screening, CIM generation, buyer outreach, and data-room diligence, alongside finance-trained search, comparable-company analysis, and sector benchmarking, with structured output that drops directly into Excel, Word, and PowerPoint formatted the way bankers actually use those documents. The team of former bankers and investors built it specifically because generic AI chatbots break down on high-finance workflow nuance.
Enterprise contracts with per-seat pricing require a sales conversation; the company has raised more than $300 million at a $2 billion valuation. For an investment bank or financial firm that wants multi-step deal workflows automated in the exact document formats bankers already use, rather than a general analytics platform adapted to finance after the fact, Rogo's finance-specific design addresses that directly.
