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Rogo AI
Secure AI for Financial Professionals

What is Rogo AI?

Rogo AI provides a secure, domain-specific artificial intelligence platform tailored for professionals in investment banking, private equity, and hedge funds. This platform functions as a personal analyst, understanding the nuances of finance to assist with complex research tasks. It seamlessly integrates both internal and external data sources, ensuring accuracy, transparency, and auditability in its research outputs.

The platform is designed for enterprise deployment, offering custom-trained models built using professionally labeled data that meet the specific standards of financial firms. It supports various workflows, generating outputs in formats like PowerPoint, Excel, and Word. Rogo emphasizes world-class security and data privacy, featuring single tenant deployment options, end-to-end encryption, and robust administrative controls to meet stringent enterprise requirements, including SOC2, CCPA, ISO 27001, and GDPR compliance.

Features

  • Tailored for Finance: Domain-specific AI understands financial concepts and research tasks.
  • Accurate, Grounded Research: Integrates internal and external data sources with transparency and auditability.
  • Workflow Integration: Generates outputs compatible with PowerPoint, Excel, and Word.
  • Custom-Trained Models: LLMs built for finance using professionally labeled data specific to firm standards.
  • Enterprise Security: Offers single tenant deployments, end-to-end encryption, and SOC2, CCPA, ISO 27001, GDPR compliance.
  • Admin Governance & Permissions: Provides granular controls, role-based access, audit trails, and customizable policies.

Use Cases

  • Conducting Earnings Comp Analysis
  • Creating Public Company Strip Profiles
  • Preparing for Meetings
  • Generating Private Company Profiles
  • Drafting Personal Bios
  • Developing Financial Sponsor Overviews
  • Compiling Public Company Profiles
  • Aggregating News Runs
  • Creating Secondaries Buyer Overviews
  • Proofreading Presentations (Decks)
  • Analyzing market data and identifying opportunities
  • Finding relevant precedent data from filings

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