Rogo

We built Big Finance Bench to help define what good looks like for AI in finance. Now, we’re extending that evaluation framework to financial data.

We’re focused on two questions: how can LLMs use individual financial data sources more effectively, and how should multiple sources work together to surface the right data for each task?

Early results from these optimizations show 75% fewer serious hallucinations, 40% lower latency, and a 4x reduction in token consumption.

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rogo.com

A labor of love from the design team ❤️
@chase_goulet @flornkm @danielsun_ui @nilseller @davidbstirling

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-in…

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.

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

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.

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.

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.

We're integrating with SS&C Intralinks: Rogo now syncs directly with virtual data rooms in Intralinks DealCentre AI, so finance teams can run their full diligence with Rogo's intelligence applied on top of live deal content.

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.

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.

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.

Announcing the Rogo Excel Plug-In.

Felix, our AI agent for finance, now native to Microsoft Excel. Build, extend, and audit models grounded in your firm's conventions and precedents, without leaving your workbook.

"The difference between 'looks right' and 'is right' is enormous."

That's how Strib Walker, our Head of Product, framed a core challenge of building AI for finance in a conversation with @Anthropic.

To close that gap, we embed former bankers, investors, and research analysts alongside our AI researchers and engineers.

Read the full Q&A: claude.com/customers/rogo

Kevin Buehler is joining Rogo's leadership team as Chief Innovation Officer after 32 years at McKinsey advising the world's largest financial institutions.

Read more about Kevin's arrival and our recent launch of Felix:

rogo.ai/news/the-next-…

Today, we’re announcing our $160 million Series D funding, led by @kleinerperkins, with participation from @sequoia, @ThriveCapital, @jpmorgan, and @khoslaventures.

35,000+ financial professionals. 250+ institutions. One platform, purpose-built for finance.

Thank you to our clients, our team, and our investors for their support as we continue building to raise the ceiling for what finance can accomplish.

OpenAI released GPT 5.5. It is now available in our agent harness, Felix.

In our initial testing, GPT 5.5 shows improvements in complex financial reasoning and multi-step analysis.

We’re excited to bring GPT 5.5 to the 35,000 finance professionals who use Rogo today.

Anthropic released Opus 4.7 this morning.

It’s now available in our agent harness, Felix.

In our initial testing, Opus 4.7 shows strong improvements in PowerPoint generation and reflects another step forward in artifact creation writ large.

We’re excited to bring its capabilities into production.

We are introducing Felix.

Felix is a purpose-built agent for high finance, designed for long-running, complex workflows and capable of producing decks, models, and documents end-to-end.

Felix executes so you can focus where it matters.

AI security threats are all over the news.

Our security team built an answer: Sisyphus, an autonomous agent that pen tests Rogo's infrastructure daily.

Sisyphus found 18 exploitable issues in one afternoon that manual testing missed. All fixed within hours.