Rogo is the leading AI operating system for financial services and a trusted partner to the world's most prestigious financial institutions across investment banking, private equity, asset management, and equity research. Rogo helps financial professionals expand what their firms can accomplish by amplifying expertise, accelerating workflows, and unlocking institutional intelligence. Rogo's platform unifies internal knowledge, proprietary data, and trusted third-party research into a single operating system designed to think the way financial professionals do, enabling faster decisions, deeper insights, and more effective execution.
Felix, Rogo's AI workflow engine, turns a single prompt into client-ready deliverables. Ask a question and Felix returns full PowerPoint decks, Excel models, Word documents, and sourced research, all grounded in trusted financial data and available 24/7.
Instant access to private markets intelligence.
Query Preqin fund, firm, deal, and fundraising data directly within Rogo using natural language.
Internal and external data, unified.
Combine Preqin intelligence with your firm's proprietary research, documents, and workflows to generate client-ready presentations, financial models, and research with Rogo's financial agents.
Accelerate research and diligence.
Quickly surface relevant market intelligence and reduce the time spent gathering information across multiple systems.
Built on trusted data.
Leverage Preqin's comprehensive private markets dataset with full source attribution and entitlement-based access controls.