This month we launched:

1. Felix: Rogo's AI agent for finance that turns a single prompt into client-ready PowerPoint decks, Excel models, Word documents, dashboards, and sourced research.

2. Rogo Agents: Build and deploy custom agents in Rogo to encode your firm's workflows, formats, and expertise.

3. Expanded Connectors: New integrations with Affinity, Microsoft Teams, Moody's, Daloopa, Granola, Dropbox and Slack.

4. Custom MCP: Connect any MCP server, including ones you build yourself, to extend Rogo with your own tools and data.

5. Slides Annotator: Mark up your deck directly in the Rogo interface and let Felix handle the revisions, with every iteration trackable.

6. Memory: Rogo now has memory that tracks your preferences and long-running opinions across your work.

7. Autonomous Agents: Ask Felix via email to run scheduled tasks and monitoring, set once and left to work in the background.

8. Excel Plug-in: Bring Rogo directly into Excel to query, build, and analyze without leaving your spreadsheet.

9. PitchBook Premium: Access PitchBook Premium data directly inside Rogo for deeper private market coverage.

10. Library: See every artifact Felix has built for you, including presentations, PDFs, HTML, and Excel files, all in one place.

Felix 

Felix is Rogo’s AI agent for finance, built to generate full deliverables across decks, models, memos, and dashboards from a single prompt. It operates on top of Rogo’s underlying data foundation, ensuring outputs are grounded in rich financial data and can be used directly in high-stakes work. By orchestrating across leading models from OpenAI, Anthropic, and Google, Felix is able to handle multi-step workflows that would typically require stitching together multiple tools.

Felix can be used across Rogo’s core surfaces, including email, making it easier to run workflows without being tied to a single interface. You can delegate work asynchronously and produce consistent outputs regardless of where the request is initiated.

Agents 

Agents let you build and deploy custom workflows directly inside Rogo. Encode your firm's templates, methodologies, formatting standards, and recurring workstreams once, then run them on demand across any deal, company, or dataset. You can also draw on Rogo's library of agents built specifically for investment banking, private equity, equity research, and more.

Agents make Rogo an extension of how your firm actually works. Whether it is a standardized CIM review, a weekly portfolio update, or a proprietary screen, Agents let teams capture institutional expertise and apply it consistently across the platform.

Expanded Connectors 

Rogo continues to expand its set of secure enterprise connectors with seven new integrations: Affinity, Microsoft Teams, Moody's, Daloopa, Dropbox, Granola, and Slack.

These connectors bring relationship intelligence, team conversations, credit and ratings data, fundamental financial data, file repositories, meeting notes, and internal communications directly into Rogo. Teams can now work with the full picture across CRM, communications, research, and meeting context without leaving their workflow.

Custom MCP

Rogo now supports custom MCP, letting you bring your own MCP server into the platform. Connect an existing MCP or build your own, and Rogo will treat it as part of your environment.

Slides Annotator

The slides annotator lets you mark up a deck directly in Rogo, and Felix executes the revisions from there. Rogo maps each comment to the right location on the slide, applies updates in bulk, and keeps every iteration versioned and trackable, so you always have a clear record of what changed.

Memory

Memory is what Felix retains about you across every conversation: your role, your conventions, your formatting preferences. Set it once and Felix carries it forward, whether that is "always use LTM," a specific color palette, or the tickers you follow most.

Because memory is built from your past chats, you can see exactly where Rogo is sourcing each preference and edit it at any time.

Autonomous Agents

You can now ask Felix, by email, to run scheduled tasks and monitoring on your behalf. Set it once and Felix handles the rest, whether that means tracking activity, watching for new information, or producing recurring outputs without further prompting.

Felix can act on these tasks end to end. When an email arrives from a buyer, Felix can write the relevant material to your project folder and send integrated outputs onward, giving you autonomous tracking and follow-through that runs in the background.

Excel Plug-in

Rogo's Excel Plug-in is a native Microsoft Excel add-in that puts Felix inside the workbook you are already working in. Prompt it from a side panel to populate financials, build analysis, link and audit tabs, or stress-test assumptions, all grounded in Rogo's data sources, your firm's templates, and your team's modeling standards. The agents you have built across Rogo carry over directly into the spreadsheet.

PitchBook Premium

PitchBook Premium is now available inside Rogo, deepening the private market data you can work with. You can pull PitchBook Premium coverage into your workflows alongside filings, transcripts, and every other Rogo source. PitchBook customers get full company profiles, financing histories, cap tables, investor portfolios, and financials, plus analysis drawn from research reports, earnings transcripts, and news, all alongside internal documents and other licensed sources in a single interface.

Library

The Library gives you a single place to see every artifact Felix has built for you, including presentations, PDFs, HTML, Excel files, and more. Every deliverable Felix produces is collected and organized, so nothing gets lost across conversations. Instead of scrolling through individual chats to find a deck or model, you go straight to the Library and pull up exactly what you need.