investment-banking-ai
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Rogo
Rogo is a generative AI platform purpose-built for finance. Founded in 2021 by three former junior bankers, it trains finance-specific models and deploys autonomous AI agents - including its flagship agent Felix - to handle the slow, repetitive work of investment banking, private equity, and hedge funds: searching filings, building comparable-company analyses, drafting investment memos, generating Excel models, and running data-room diligence. More than 35,000 finance professionals at 250+ institutions use it, and a $160M Series D in April 2026 valued the company at roughly $2 billion.
Farsight
Farsight is a New York-based AI company building a full-stack execution engine for finance. It automates the time-consuming, high-stakes workflows that fill the days of investment bankers, private equity associates, hedge fund analysts and wealth managers - pitch decks, financial models, buyer lists, investment memos and valuation analysis - directly inside the tools teams already use like Excel and PowerPoint, tailored to each firm's brand, style guide, compliance rules and security standards. Founded in 2022 by three MIT graduates, Farsight raised a $16M Series A led by SignalFire in June 2025.