A visualization of how my Rogo Intelligence has grown over the last month. Rogo builds and maintains a profile for each entity. It pulls from your email, CRM, files, and meeting notes, plus third-party data, your activity on the platform, and its own research. Those profiles capture high-value insights that wouldn’t live within the rigid schema of a CRM. For example, when a sponsor bids $500m for a company, that purchase price ends up in the banker’s CRM. What probably doesn’t make its way to the CRM is the sponsor’s valuation rationale. Why couldn’t they stretch to $600m in a competitive process? What about the business gave them pause? The banking team could undoubtedly tell me, but the CRM usually can’t. Rogo Intelligence solves that. The entity profiles usually contain two types of info as a result: (1) Client-defined: Clients tell Rogo what to track for each entity. Many investment firms have already codified the highest signal datapoints in their evaluation process. Rogo puts collecting that data on autopilot. (2) Model-inferred: LLMs are exceptionally good at synthesizing massive amounts of information and interactions to unearth patterns that people would rarely observe themselves. By allowing the model to populate each profile with information it deems relevant to you, you take full advantage of the data at your disposal. The combination establishes Intelligence that can be searched and proactively surfaced to make you smarter on the next deal or investment.

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.

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.

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: