AI case study

RogoInvestment research

Bankers spent hours manually reviewing files. AI agents now scan 50M documents to generate presentation-ready analysis instantly.

Published|1 year ago

Key results

Weekly Time Savings
10+ hours

Result highlights

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The story

Context

An enterprise finance platform serving over 5,000 bankers at investment banks and private equity firms searches and analyzes over 50 million financial documents and datasets.

Challenge

Analysts spent hours manually reviewing dozens of documents for routine tasks like company profiling and meeting preparation. This volume of manual...

Solution
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Quotes

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The company

Generative AI platform for financial research, data analysis, and investment workflows.

IndustryFinancial Services
LocationNew York, NY, USA
Employees11-50
Founded2021

The AI provider

AI research and deployment company developing generative models and tools.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2015

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