Rogo.ai: The AI Analyst for Wall Street

Rogo.ai is a specialized AI platform built for financial professionals in investment banks, private equity firms, and hedge funds, designed to streamline and enhance financial workflows with domain-specific intelligence. It functions as a secure, customizable, and highly accurate personal analyst, integrating trusted data sources like LSEG, Dow Jones, FactSet, and Capital IQ while ensuring compliance with enterprise security standards. Rogo.ai enables users to generate reports, summaries, and presentations in PowerPoint, Excel, and Word with AI-powered automation, all while maintaining full data control and privacy through zero-trust architecture, end-to-end encryption, and no training on user data. With custom-trained models, guided implementation by ex-bankers and investors, and robust governance tools, Rogo.ai delivers precision, transparency, and scalability tailored to finance professionals.

Key Features:

• Domain-Specific AI Analyst: Expertise in finance tailored for investment banking, private equity, and hedge fund workflows.
• Secure Document Interrogation: AI analyzes sensitive financial documents without training on user data.
• Multi-Source Data Integration: Connects to LSEG, Dow Jones, FactSet, Capital IQ, Filings, Transcripts, Investor Presentations, and real-time web/news sources.
• Custom-Trained LLMs: Professionally labeled financial data ensures firm-specific accuracy and consistency.
• AI-Powered Report Generation: Automates creation of earnings comp analysis, company profiles, meeting prep, and more.
• Customizable AI Table Interface: Real-time data management and analysis with intuitive, interactive controls.
• Prompt Library: Pre-built, professionally crafted prompts for automating common financial tasks.
• Single Tenant Deployment: Isolated, secure environments for enterprise-grade privacy and infrastructure needs.
• Granular Admin Governance: Role-based access, audit trails, customizable policies, and full data visibility.
• End-to-End Encryption: Ensures data protection across storage and transmission.
• Zero-Trust Security Model: Implements least privilege, strong authentication, and automated security tooling.
• Compliance Certifications: SOC2, CCPA, ISO 27001, and GDPR (PENDING) compliance for global regulatory standards.
• Guided Implementation: Onboarding and support from ex-bankers and private equity investors.

Pricing: Rogo.ai offers a custom pricing model tailored to enterprise and financial institution needs, with a demo request available for interested users.

Conclusion: Rogo.ai is a transformative, secure, and enterprise-ready AI platform that redefines financial analysis by delivering Wall Street-grade intelligence with precision, compliance, and seamless integration into existing workflows.