AI built for the most ambitious firms in finance
New York, NY
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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.
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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: fireworks.ai/specialized-int…
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Rogo retweeted
Come chew glass with us @RogoAI
My conversation with Gabe Stengel (@GabeStengel), founder and CEO of Rogo.
For years, Gabe and I have talked about how much of an investor's job AI will eventually do and how he is building Rogo toward that future.
Today, Rogo helps some of the world's largest financial institutions research companies, run diligence and execute M&A.
But Gabe's ambition is much bigger. He is building toward investing superintelligence, where Rogo does much of the work inside investment banks and firms and becomes the venue where they do their deals.
It's a fascinating business and has been so fun watching Gabe build it.
We discuss:
- 10,000 agents searching for one great investment idea
- Which investing skills will still matter
- Why Anthropic/OpenAI won't win finance
- "Chewing glass"
- Why the harness around the models matters so much
- Getting rejected by 40+ investors
- Building an AI native Bloomberg
- Becoming a black hole for talent
Enjoy!
TIMESTAMPS:
0:00 Intro
2:38 Building Rogo
6:12 10,000 AI Agents
12:02 Skills That Still Matter
17:31 Beating OpenAI and Anthropic
28:35 Bloomberg of the AI Era
37:37 Rogo’s Company Brain
44:19 Chewing Glass
53:34 AI-Native Finance
59:21 What Humans Still Do Better
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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.
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Rogo retweeted
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.
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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.
rogo.com/news/rivanna
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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.
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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.
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The Rogo Agent Library is a growing collection of purpose-built agents for investment banking, private equity, private credit, and public markets, each designed to execute complete financial workflows from a single prompt.
Built by former financial professionals, the shared library has been executed more than 430,000 times to date.
In the past week alone, we partnered with customers to build more than 2,450 new firm-specific agents. Our top custom agents have already been executed more than 15,000 times in the past week.
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Imagine a client forwards you a market event relevant to your live deal.
You pass it to Felix and ask it to assess how comps in the space reacted, and to keep watching for anything similar. Felix returns a finished deck with the supporting backup, then continues scanning the market each day, alerting you as comparable events surface.
Later, you review the work and want it framed differently. You leave your comments directly on the deck, and Felix retains those preferences, carrying them into everything it builds for you next.
Read more about what we shipped this spring on our blog.
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Anthropic just released Claude Opus 4.8, now available in Rogo.
Every frontier model is evaluated against our internal Big Finance Benchmark to identify where it performs best across customer workflows.
We’re excited to bring Opus 4.8’s capabilities to our customers.
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Which AI model is best for the financial work our customers do? We built the Big Finance Bench to find out.
928 questions written by ex-finance practitioners, scored against more than 15,000 rubric criteria, used to rigorously analyze ten frontier models across the workflows that run inside banks, PE firms, and asset managers. The first benchmark of its kind for finance.
The findings surprised us. Read more on our blog.
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