---
title: "Rogo, Finance · Investment Banking · Agent Fieldbook"
url: https://agentfieldbook.org/catalog/agents/rogo/
description: "Finance-native agentic platform; its Felix agent runs IB workflows end-to-end: deal screening, CIM generation, comps, data-room diligence."
section: "Catalogue · Agents · finance"
source: Agent Fieldbook — generated from the published page
---

# Rogo

**Finance · Investment Banking · Confirmed**

Finance-native agentic platform; its Felix agent runs IB workflows end-to-end: deal screening, CIM generation, comps, data-room diligence.

Verified against [rogo.ai](https://rogo.ai)· 2026-06-16

- [rogo.ai](https://rogo.ai)

## Spec sheet

| Field | Value |
| --- | --- |
| Foundation | Multi-model |
| Topology | recursive |
| Type | agent |
| Deployment | cloud |
| Interface | chat· api |
| Scale | Forbes AI 50 (2026)· Goldman/Morgan-Stanley-tier customers |
| Orchestration | Felix agent (IB workflows) |
| Country | US |
| Verified | 2026-06-16 |

## Sources

- [aiagentsquare.com](https://aiagentsquare.com/agents/rogo-ai)

## Verified against

- [https://rogo.ai](https://rogo.ai)

The corpus does not rewrite vendor documentation. Where copy is quoted verbatim it is marked as such and attributed to its source.