Both platforms bring AI to investment banking. The difference is who they are built for and what lands on your desk: an enterprise research-and-analysis platform vs. finished, client-ready deliverables.
Rogo is an enterprise AI platform for large financial institutions — its Felix agent handles research, screening, and analysis across market-data integrations like Capital IQ, FactSet, and PitchBook, sold through multi-year contracts with white-glove implementation. Deliverables AI is deliverable-first: it drafts the complete work product — CIM decks, financial models, valuations, and buyer analysis — from your deal data, in your firm's template, with self-serve signup and transparent pricing. If you are a bulge-bracket bank standardizing AI across thousands of seats, evaluate Rogo. If you are a deal team that needs a review-ready CIM this week without a procurement cycle, that is what Deliverables AI is built for.
| Feature | Deliverables AI | Rogo |
|---|---|---|
| Primary output | Complete work products: CIM decks, models, valuations, teasers, and analysis as editable files | Research answers, screens, and analysis; drafts decks, models, and memos via the Felix agent |
| Built for | Boutique and mid-market M&A teams running live sell-side mandates | Large institutions — bulge-bracket and elite boutique banks, PE, and asset managers |
| How you buy | Self-serve signup with transparent per-user pricing; start on a live deal today | Enterprise-only, multi-year contracts; no public pricing, no trial, no self-serve |
| Time to value | First review-ready draft in under an hour from your data room | White-glove implementation and firm-wide rollout measured in weeks to months |
| Market data integrations | Web research plus the documents you upload; no separate data licenses required | Native Capital IQ, FactSet, PitchBook, and LSEG integrations (your firm's licenses required) |
| Template integration | Your CIM structure, slide library, and house style encoded once, applied to every deck | Outputs into firm templates for Excel, Word, and PowerPoint |
| Citations | Every figure and claim cited back to the source document in the data room | Sourced research with citations to filings, transcripts, and connected documents |
| Working environment | Web workspace; download native .pptx and work in PowerPoint offline | Web platform plus native Excel and Word add-ins for in-document work |
| Custom workflows | Deal-team workflows built in: CIM creation, CIM review, IC memos, deal analysis | Custom agent builder to encode firm workflows; agent library; custom MCP support |
| Data security | Zero data retention — your deal data never trains anyone's model | ISO 27001, granular governance, single-tenant deployment options |
| Who signs off | A deal team lead can adopt it directly | Firm-level procurement, IT, and compliance review |
Deliverables AI generates the full 45-55 slide CIM in your template with every figure cited, ready for a principal's markup. Rogo can draft deck content, but the product is oriented around research and analysis rather than the finished book.
Rogo is built for enterprise deployment: single-tenant options, governance controls, custom-trained models, and white-glove implementation across thousands of seats.
Deliverables AI is self-serve with transparent pricing. Rogo has no trial, no public pricing, and sells exclusively through multi-year enterprise contracts.
Rogo's native Capital IQ, FactSet, and PitchBook integrations pull licensed market data directly into analysis. Deliverables AI works from your uploaded documents and web research.
Deliverables AI turns the data room into the model, the football field, and the buyer list — the actual exhibits — with citations back to source documents.
Rogo's native Excel add-in works inside your existing workbooks. Deliverables AI generates models as outputs rather than assisting inside your open spreadsheet.
Simple per-user pricing with self-serve signup. See deliverables.ai/pricing for current plans.
Enterprise-only, custom-quoted multi-year contracts. No public pricing, free tier, or trial; market reports estimate several thousand dollars per seat per year plus platform and implementation fees.