Using OpenAI o1 for financial analysis

Rogo⁠(opens in a new window), an enterprise-grade AI finance platform, is changing how investment banks, private equity firms, and asset managers work.

By fine-tuning OpenAI’s models and integrating a broad set of financial datasets such as S&P Global, Crunchbase, and FactSet, Rogo delivers real-time financial intelligence to thousands of financial professionals, shifting their focus from manual work to high-value decision making.

Since emerging from stealth in 2024, Rogo has:

• Served over 5,000 bankers across publicly-traded investment banks and mega cap private equity firms.

• Saved analysts 10+ hours per week on tasks like meeting prep, company profiling, and market research.

• Grown their Annual Recurring Revenue (ARR) 27x, using OpenAI’s models to power their solutions.

“There hasn’t been a company upending finance workflows for decades,” says Tumas Rackaitis, co-founder and CTO of Rogo. "We built Rogo to be the essential tool every investment banker relies on daily—just like Bloomberg but for deep financial insights.”

Unlocking time and insights for modern finance firms

Rogo uses a variety of OpenAI’s models to deliver a secure solution that integrates directly with finance professionals’ daily workflows, unlocking time to focus on revenue-generating, high-leverage work.

Among dozens of other use cases, OpenAI’s API enabled Rogo to create a platform that delivers:

1. Accurate, real-time insights: Users can pull actionable insights from filings, transcripts, and decks in seconds, and generate end-to-end, presentation-ready materials.

2. Automated diligence: Rogo integrates private data rooms, generates tailored question lists, offers writing assistance, and helps track client interactions, saving analysts up to 10 hours each week and helping teams prepare faster for meetings.

3. Collaborative workflows: Both junior and senior professionals rely on Rogo to streamline tasks like building market maps or doing competitive analyses, making it a shared resource across partners and analysts.