PlatformProjects
Execute financial work together
Ingest data rooms, execute deal requests alongside your deal team, and run full processes in Rogo.
Your data, workflows, and history all connected
Sync your knowledge base
Connect file repositories, virtual data rooms, and prior work to your project with live syncing. Give every agent you run access to the context of your work.
Autonomous processing and execution
Keep processes moving without prompting every step. Rogo can coordinate tasks across email, scheduling, trackers, and other recurring work, preparing actions for review as the process progresses.
Built around financial processes
Projects adapt to the work being done. Set the purpose of a Project and Rogo surfaces the relevant workflows, features, and agents for each stage of the process, from diligence through execution.
Secure collaboration
Bring your team into a permissioned workspace with shared context and clear ownership. Assign work, share responsibilities, and collaborate securely across the full lifecycle of the work.
Explore the platform
Agents
Get to value faster with purpose-built agents that deliver best-in-class financial outputs.
Intelligence
Automatically capture the knowledge and context behind your firm’s work.
Watchtower
Meet regulatory requirements, manage spend, and track firm-wide usage.
Data
Connect to the data providers and systems your firm already runs on.