>_ Rogo
ai platform for investment banks, private equity, and hedge funds that searches and analyzes sec filings, transcripts, earnings calls, and proprietary documents. integrates with capital iq, factset, and pitchbook; automates workflows like pitchbook generation, meeting prep, and diligence materials via finance-trained language models.
best for
bankers and investors at institutions looking to automate research, deal prep, and material creation workflows using ai agents integrated with their existing data platforms.
typical workflow position
research
key featureAutonomous deep-research agents over CapIQ + FactSet + PitchBook
asset classEquities
functionResearch
pricingCALL
modelenterprise
added1mo ago
upvotes0
viaweb, api
regionsGlobal
audiencepro · other
user baseInvestment Bank, Private Equity, Hedge Fund, Mutual Fund, Family Office, RIA
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