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Rogo

Agentic AI copilot for investment bankers, PE, and asset managers that integrates into Excel, PowerPoint, Word, and firm data warehouses.

Independenthigh confidenceVerified 2026-08-01

This is where the depth lives — everything below is evidence-graded

How the product is positioned

Agentic AI copilot for investment bankers, PE, and asset managers that integrates into Excel, PowerPoint, Word, and firm data warehouses.

Our summary of the vendor’s positioning — verbatim claim not yet recorded

What we found

Level 1 · assistive

Seeded at the rubric default. No independent evidence of end-to-end task completion has been reviewed yet, so the lowest grade applies until it is.

Any human checkpoint here is a product setting, not a regulatory requirement — confirm how it is configured for your deployment.

Graded 2026-08-01 · re-check 2026-11-01

Procurement detail

Deployment
saasvendor documentation
Compliance
None recorded
Integrations
Microsoft Excel claim unverifiedPowerPoint claim unverifiedWord claim unverifiedLSEG claim unverified
Pricing
customNot publicly listed.
Human checkpoint
Requiredproduct setting

Will they still be here?

Independent
Funding
$160M Series D (Apr 2026) led by Kleiner Perkins; >$300M total raised; earlier $75M Series C (Jan 2026) and $50M Series B (Apr 2025)
Founded
2020
HQ
New York, USA

Sources

Logo retrieved 2026-08-01from the vendor’s own site · trademark of Rogo AI, Inc.

Where it’s weak

Rapid, large fundraising cadence raises execution risk typical of hot AI categories.

Corrections

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