Hundreds of Finance Agents, Built by People Who’ve Done the Job

Rogo's Agent Library spans hundreds of purpose-built agents across investment banking, private equity, commercial and corporate banking, private credit, hedge funds, equity research, sales and trading, and asset management. Each executes an end-to-end workflow from a single prompt, returning a finished Excel model, PowerPoint presentation, or Word document.

Standard Models Are Only the Starting Point

Frontier models are already capable of producing standard financial work, whether that's a DCF, an LBO, or a comparable companies analysis. The challenge is that real workflows inside leading financial institutions are rarely standard.

Rogo Agents encode those workflows directly. Rather than starting from a general-purpose model each time, users begin with agents that already reflect the structure, conventions, and outputs expected for a specific task. Across our evaluations, purpose-built agents consistently deliver double-digit improvements in both quality and token efficiency over general-purpose models alone.

Hundreds of agents, each one hand-built

Rogo Agents are not generated on the fly. The shared library is built by a dedicated team of more than 75 finance professionals and continues to grow as new workflows are added and existing ones are refined.

Every agent begins with a practitioner who has performed the workflow professionally. They establish a baseline, identify where a frontier model falls short, and encode the process, financial logic, checks, and judgment required to produce work that meets the standards of a leading financial institution. The agent is then tested repeatedly against live companies until it performs consistently.

Before release, every agent undergoes multiple rounds of review by other practitioners. Reviewers evaluate both the methodology and the output, and the agent is not added to the library until it meets the standard they would expect in their own work.

Today, the shared library has been executed more than 430,000 times.

Alongside the shared library, Rogo's Forward Deployed team builds customer-specific agents tailored to each firm's workflows, embedding firm-specific processes, standards, and institutional knowledge. Adoption has accelerated rapidly. This week, our team partnered with customers to build more than 2,450 custom agents across their organizations. The 20 most-used customer-built agents have already been executed more than 35,000 times, including over 15,000 executions in the past week alone.

Agents across the deal lifecycle

• Investment banking: fairness-opinion-style DCFs and LBOs, public comps, precedent transactions, CIM analysis, and PIBs.

• Private equity: business-quality scorecards, bottoms-up TAM builds, quality-of-earnings adjustments, and value-creation bridges.

• Private credit: credit agreement review, covenant package structuring, recovery and waterfall analysis, and distressed-debt fulcrum analysis.

• Public markets and equity research: bull and bear case theses, quarterly earnings models, earnings post-mortems, and event-catalyst screening.

• And more on the way: expanding coverage across hedge funds, corporate banking, commercial banking, wealth management, and more

A few examples of what they do today:

• Take a sell-side process from data room to CIM. Point the agent at the data room and it works through the materials, then drafts the CIM executive summary and a blind teaser in your house style, so a coverage team starts from a real draft instead of a blank page.

• Build the valuation pack. The agent assembles public comps, precedent transactions, DCF, and LBO into one clean set of exhibits, giving you a defensible value range ready for the pitch.

• Build the buyer list. The agent maps strategics and sponsors into a screened, prioritized buyer universe, sized to the deal rather than a list of the usual names.

• Write the initiating coverage report. The agent builds the equity research model and drafts the initiation around it: from the thesis to the estimates to the price target.

Make any agent your own

Take any agent and shape it in plain English: adjust the scope, refine the steps, and add your firm’s precedents, benchmarks, and house formatting. 

Agents can be named, run on a schedule, and chained together so the output of one feeds the next. Your firm’s edge, captured once, runs every time.