Rogo is AI purpose-built for financial services. Connect Datasite projects to Rogo to accelerate diligence through workflows grounded in your firm's knowledge and licensed market data.
Due diligence analysis
Document review and drafting
Gap analysis and risk assessment
Live data room integration
AI-powered deal workflows
Financial AI for diligence - Connect Datasite projects with Rogo to interrogate content at every level, with every finding cited directly to the underlying source.
Deal material creation - Turn data room content into diligence summaries, management presentations, IC memos, CIMs, buyer materials, and diligence question lists.
Financial analysis and modeling - Extract financials directly from the data room to build three-statement models, LBOs, DCFs, valuation analyses, and supporting materials in Excel and PowerPoint.
Process management - Turn recurring deal processes into custom workflows, from maintaining diligence trackers to identifying outstanding requests and changes.
Meeting preparation - Prepare for management meetings, diligence calls, and client discussions using the latest data room materials alongside public information and your firm’s internal knowledge.
Connecting takes a few minutes: 1. Open Connectors in Rogo and select Datasite. 2. Authenticate with your Datasite credentials. Rogo respects your existing Datasite permissions, so you see only the projects and documents you are already entitled to. 3. Start working. Ask questions across the room, run a diligence workflow, or generate materials, with citations back to the source document throughout.
Connect with Rogo to learn how they can support your next deal.
