Local prototype v0.4 · not for distribution

1of 100 · 2026 Edition

Rogo

AI analyst agents that produce investment-banking and investor work product inside Excel, PowerPoint and firm data.

Investment ResearchAlso: Capital Markets & Trading

Overview

Rogo builds finance-specific AI agents for investment banks, private equity and investors that research companies, build comps and models, and draft decks and memos across a firm's licensed data and documents. It opened a London office in January 2026 and was expanding its New York headquarters with state support for 400 new jobs.

What the agents do

Agents execute junior-analyst deliverables (screening, diligence, comps, pitch materials) end to end for review by bankers.

Why it matters

A scaled example of AI agents doing front-office analyst work at large investment banks.

AIIC View

Rogo stands out because its agents are moving beyond research assistance into work traditionally performed by financial analysts, from screening and diligence to comps and presentation materials.

Investment Research in the Top 100

All 9 in Investment Research →
  1. 1RogoAI analyst agents that produce investment-banking and investor work product inside Excel, PowerPoint and firm data.New York, NY · Series D+
  2. 18Samaya AIExpert research agents for investment banks and asset managers built on firm knowledge and licensed data.United States · Strategic
  3. 19HebbiaAI platform (Matrix) that runs multi-step document analysis for asset managers, banks and law firms.New York, NY · Series B
  4. 40LinqAlphaMulti-agent investment-research platform for hedge funds, asset managers and banks.New York, NY / Seoul · Series A
  5. 41Model MLFinance agents that automate investment-banking document work such as pitch decks and diligence reports.London / New York · Series A
  6. 43Finster AIAI-native research and deliverable workflows for investment banks, built with FactSet and backed by UBS.London, UK · Series B
  7. 76AuquanAI agents for institutional finance: deal screening, IC memos, risk monitoring, KYC and LP reporting.London, UK · Seed
  8. 78PinegapAgentic equity-research platform that deploys custom analyst agents for buy-side firms.New York, NY · Series A
  9. 91FarsightAI agents that produce finished banking deliverables (valuation models, buyer lists, decks, CIMs) inside Excel and PowerPoint.New York, NY · Series A

Selection and ranking are independent of commercial relationships with AI InterConnect.