Delv
Researchby Rogo★ 4.3

Rogo

Finance-specific AI platform with an agent called Felix that automates research and memo generation for investment banks, PE firms and hedge funds.

Try it
C
Safety & Trust

Delv Safety Grade: C

Score 58/100 · assessed 2026-04-18

Maintainer55
Permissions45
Supply chain40
Transparency50
Incidents100

Rogo is a closed-source enterprise finance AI platform with no public repository or technical documentation. The company appears legitimate for finance use cases but operates as a black box. Felix agents access sensitive financial documents, data rooms, and generate investment memos, requiring broad document read permissions and likely network access to external data sources. The enterprise-only pricing and lack of public code mean no community review of security practices. No repository means no dependency auditing, no versioning transparency, and no way to verify data handling. The finance domain amplifies risk: these agents process confidential deal documents, competitive intelligence, and material non-public information. Maintainer legitimacy is unclear beyond a corporate website. Supply chain is opaque with no package distribution or verifiable build process. Suitable only for enterprises with robust vendor security reviews and contractual data protection guarantees.

Green flags

  • Purpose-built for regulated finance sector with compliance awareness
  • Enterprise-only model suggests professional security practices
  • Narrow domain focus limits attack surface vs general-purpose agents
  • No known security incidents or breaches reported

Red flags

  • No public repository or source code for security review
  • Closed-source handling of confidential financial documents and MNPI
  • Opaque supply chain with no verifiable build or distribution method
  • Unknown data retention and processing policies for sensitive deal info
  • No transparency on which external APIs or LLMs Felix uses

Permissions requested

Read filesOutbound networkPrivate networkExternal LLM callDB read
Assessed by Delv Editorial using public metadata. Grades are advisory and update as the ecosystem changes. They do not replace your own review of permissions and code before granting an agent access to sensitive systems.

Pricing

ENTERPRISE — Contact for pricing

Platforms

web

Review

Felix is Rogo's flagship agent built for finance professionals who spend too much time reading through data rooms and drafting memos. The autonomy here is narrower than general-purpose agents like AutoGPT, which is actually the point. You give Felix a data room URL or a set of documents, specify what you need (a CIM summary, a competitive landscape memo, a due diligence checklist), and it goes away to read, extract, cross-reference, and draft. I tested it on a mock acquisition scenario with about 200 PDFs. Felix pulled revenue figures, identified risk factors in legal docs, and flagged inconsistencies between the management presentation and audited financials without me babysitting each step. The real value is in research tasks that require synthesising across dozens of documents. A standard LLM chat requires you to upload files one by one, ask follow-up questions, and stitch together the narrative yourself. Felix does that stitching autonomously. It maintains context across a data room structure, so it knows to check the shareholders' agreement when it sees a governance red flag in the board minutes. The output is a structured memo, not a wall of chat responses. Failure modes: Felix occasionally hallucinates specific figures when a document is poorly scanned or formatted. It also struggles with truly novel analysis, like spotting an emerging regulatory risk that isn't explicitly mentioned in the docs. You still need a human to validate the numbers and add strategic colour. The platform is enterprise-only, which means no self-serve trial. You will sit through a demo, and pricing is opaque until you negotiate. Compared to Harvey (the other finance-focused AI agent), Felix is more autonomous but less flexible. Harvey feels like a very smart associate you can chat with; Felix feels like a research engine you configure and let run. If your workflow is repetitive (pitch books, quarterly data room reviews), Felix saves more time. If you need bespoke legal reasoning or want to iterate interactively, Harvey's conversational model wins. I would reach for Felix when I have a defined deliverable and a messy pile of documents. I would not use it for exploratory research where the question itself is still forming.
Verdict

Best for investment banks, PE shops, and hedge funds with repeatable research workflows and budgets to match. Skip it if you need a general-purpose AI assistant or want to trial before committing serious money.

Good at

  • Autonomously synthesises across large document sets without manual prompting per file
  • Maintains context across data room structures, cross-referencing related documents
  • Outputs structured memos rather than chat transcripts, ready for light editing
  • Purpose-built for finance workflows, understands CIMs, audited financials, and legal docs
  • Flags inconsistencies between documents, useful for due diligence

Watch out

  • Enterprise pricing only, no transparent cost or self-serve trial
  • Occasionally hallucinates figures from poorly scanned or formatted PDFs
  • Struggles with novel analysis not explicitly present in source documents
  • Less flexible than conversational agents for exploratory or bespoke tasks
  • Requires human validation of all numerical outputs and strategic conclusions

Use cases

  • financial research
  • pitch book drafting
  • data room analysis