AllMind vs Rogo
AllMind AI is a research system: 6,800+ premium data sources sit inside the contract, an ontology connects them as entities and relationships, and agents run across that map before a deliverable ships. Rogo is a finance-native agent platform whose Felix agents draft deal-desk output on the data your firm licenses.
The split is whose license pays for the content.
Reads filings, earnings, broker research, Expert Insights, live news from thousands of sources, global IR data, alternative data and internal data, from a connected Snowflake, Databricks, or S3 warehouse to an uploaded data room, then builds models, memos and decks in which every number traces to the passage it came from.
Felix, an agent you email like a colleague, shells decks, spreads comps and drafts memos on the data your firm licenses from LSEG, FactSet, Capital IQ, PitchBook and Preqin, plus Rogo’s own Dow Jones and MT Newswires partnerships.
If the content has to arrive inside one contract and every figure has to survive a compliance read, choose AllMind. If it is banking or private-markets execution inside the tools your team already uses, choose Rogo.
Feature by feature
Answers and traceability
Citation back to the source passage
- AllMind
- Supported
- Rogo
- Not documented
Verification pass before a report ships
- AllMind
- Supported
- Rogo
- Not documented
Published citation-granularity claim
- AllMind
- Supported
- Rogo
- Acquired Rivanna tech only
Agents and automation
Build custom agents
- AllMind
- Supported
- Rogo
- Supported
Published pre-built agent library
- AllMind
- Agent Studio
- Rogo
- Hundreds, company-stated
Scheduled recurring runs
- AllMind
- Supported
- Rogo
- Supported
Event-triggered runs (a new filing fires the agent)
- AllMind
- Supported
- Rogo
- Not documented
One agent’s output feeds the next
- AllMind
- Not documented
- Rogo
- Supported
Data: owned versus entitled
Aftermarket broker research included
- AllMind
- On a delay
- Rogo
- Not supported
Expert-call transcripts built in
- AllMind
- Supported
- Rogo
- Not documented
Supply-chain and alternative data
- AllMind
- Supported
- Rogo
- Not supported
Content that needs your own third-party license
- AllMind
- Live embargoed research
- Rogo
- Preqin, stated
News and newswires bundled
- AllMind
- Thousands of sources worldwide
- Rogo
- Dow Jones, MT Newswires
Named third-party data providers
- AllMind
- S&P, FactSet, LSEG, MSCI
- Rogo
- LSEG, FactSet, Capital IQ and more
Internal firm data
Snowflake connection
- AllMind
- Supported
- Rogo
- Supported
Databricks and S3 connection
- AllMind
- Supported
- Rogo
- Not documented
Firm memory and context layer
- AllMind
- Ontology
- Rogo
- Rogo Intelligence
Tens of thousands of files reviewed in one room
- AllMind
- Supported
- Rogo
- Supported
Deliverables
Decks, memos and Excel models
- AllMind
- Supported
- Rogo
- Supported
Edits your existing PPTX, DOCX and XLSX files
- AllMind
- Supported
- Rogo
- Not documented
Microsoft Copilot in Excel
- AllMind
- Not supported
- Rogo
- Supported
An agent you email like a colleague
- AllMind
- Not documented
- Rogo
- Supported
Commercials and security
Published list pricing
- AllMind
- Not supported
- Rogo
- Not supported
SOC 2
- AllMind
- Type II, Nov 2025
- Rogo
- Stated, type unknown
ISO 27001
- AllMind
- Targeted Q1 2027
- Rogo
- Stated, no certificate published
Single-tenant deployment
- AllMind
- Not documented
- Rogo
- Supported
Disclosed adoption
- AllMind
- 7 named customers
- Rogo
- 350+ institutions
Ties stay ties here, and the rows Rogo wins are marked as wins. Cells marked “Not documented” mean the vendor publishes no claim, not that the capability is absent. Rogo marks were read from rogo.com, rogo.com/product, rogo.com/felix, rogo.com/security and the Rogo newsroom on August 30, 2026; the AllMind event-trigger and large-data-room marks are supported by allmind.ai/platform/agent-studio and allmind.ai/platform/data-rooms.
See AllMind on your own coverage→Three places the two platforms genuinely diverge
Rogo’s data depth is whatever your procurement budget already bought
Rogo’s premium data is entitlement-gated. Its August 24, 2026 Preqin release says access “reflects each organization’s existing Preqin entitlements and licensed datasets,” and rogo.com/product names LSEG, Dow Jones, FactSet, Capital IQ, PitchBook and Preqin as providers, with Quartr and Daloopa as sources. A desk without those contracts does not get that content by buying Rogo. Its Dow Jones and MT Newswires feeds carry no entitlement caveat, so the picture is mixed.
AllMind runs the other way: you buy a class list, not a connector list. Broker research; Expert Insights; alternative data; live earnings and financials within minutes; live news and newswires from thousands of sources worldwide; global investor-relations data; and S&P, FactSet, LSEG and MSCI data, 6,800+ premium data sources in all. Expert Insights is shipped content, opened from Chat, its own tab or a Data Room, so an analyst reads expert-call transcripts without an expert-network contract. Two limits on our side: live embargoed broker research needs your firm’s own RMS entitlement, and aftermarket research lands on a delay that varies by broker.
AllMind maps the market, Rogo Intelligence maps your firm
Rogo Intelligence indexes your institution. Rogo shipped it on July 22, 2026 as “your firm’s context layer, where expertise is codified and made reusable,” organizing CRM records, document repositories, deal records, presentations, financial models, email and meeting notes into “durable entities that can be linked, enriched, searched, and queried over time.” For the question “what has my bank already done on this name,” that is the better-shaped index in this comparison.
AllMind’s ontology indexes the market instead. It holds a company, the suppliers behind it, the customers in front of it, the estimates against it and the filings it produces as entities and relationships, with the firm’s own research and its Snowflake, Databricks and S3 data hung on the same graph. Agents traverse those relationships rather than retrieving documents, which is what lets one run travel from a name into its suppliers and on into its customers’ guidance.
Rogo wins the Excel surface, AllMind wins the paper trail
Rogo meets a banker inside Excel. It says it was one of the first launch partners for Microsoft Copilot in Excel for finance on June 26, 2026, and Felix can be emailed “like you would a colleague,” so the behavior-change cost is near zero. What Rogo has not published is a citation granularity: its product page promises “transparent, auditable sources” and “comprehensive audit trails” without saying at what level, and its Felix page makes no sourcing claim at all.
AllMind’s answer is the paper trail under the artifact. Decks come off 20+ investment-bank templates, memos and notes as Word, models for DCF, LBO and comps as Excel with live formulas, and existing PPTX, DOCX and XLSX files are edited in place. Every figure traces to its source passage with the calculation visible, a verification pass re-checks the numbers before a report ships, and an agent inherits the running user’s entitlements and cannot widen them. Our limit is the template: a bespoke house format still needs a formatting pass.
Where Rogo is strong
Rogo has built the deepest published banking workflow catalog in this comparison. Its July 1, 2026 Agent Library post says the shared library has been run more than 430,000 times, that over 2,450 custom agents were built with customers in a single week, and that more than 75 finance professionals maintain it across investment banking, private equity, private credit, hedge funds, equity research and asset management. Those are Rogo’s own counts, and nothing on our side enumerates a banking catalog at that granularity.
It ships frontier models quickly and has bought hard on diligence. Claude Opus 5 landed on July 24, 2026 and GPT-5.6 on July 9, 2026; the Rivanna acquisition of August 11, 2026 brought technology described as querying tens of thousands of files with fine-grained citations, already deployed on hundreds of live transactions; and the August 4, 2026 Entropia partnership lets Rogo work against a live M&A data room at page level rather than a static export. Company-stated adoption is 50,000+ users across 350+ institutions.
Two tools, two different jobs
AllMind AI
The AI research system for institutional investors
A research system built on a financial ontology: companies, their suppliers, their customers, the estimates against them, their filings and the firm’s own research, all held as entities and relationships. Agents traverse that map rather than retrieving documents, so the work it is bought for is long and multi-source rather than one-shot.
Internal systems are half of it. A Snowflake, Databricks or S3 warehouse is reached through a scoped IAM role and read where it sits; Google Drive and OneDrive folders sync into a Data Room.
Rogo
The finance-native agent platform for deal and coverage desks
An agent platform whose product surface is branded Felix, described by Rogo as a personalized agent you email like a colleague. Its agents draft the working output of a deal process, shelling decks, spreading comps and answering diligence, on the third-party data a firm already licenses plus the firm’s own systems.
Rogo Intelligence, shipped July 22, 2026, turns CRM records, deal records, models, email and meeting notes into reusable entities, and the August 6, 2026 Deal Room release positions the platform as the operational layer for a live transaction.
What each one is good at, and what it costs you
AllMind AI
- 6,800+ premium data sources sit inside one contract rather than behind licenses you buy separately
- Expert Insights is a shipped content class, read without holding an expert-network contract
- A verification pass re-checks each figure against its source passage before a report leaves the system
- Snowflake, Databricks and S3 are queried where they sit through a scoped IAM role
- Generates and edits PowerPoint, Word and Excel files, not only new ones
- Per-user entitlements are inherited by agents and can never be widened
- No self-serve checkout and no monthly plan, so a non-institutional buyer is better served elsewhere
- Live embargoed broker research still needs your firm’s own RMS entitlement
- ISO 27001 is targeted for Q1 2027 while SOC 2 Type II is certified today
- A bespoke house pitch format still needs a formatting pass over the supplied template
Rogo
- Hundreds of pre-built banking agents and 430,000+ shared-library runs, on Rogo’s own count
- One of the first launch partners for Microsoft Copilot in Excel, June 2026
- Single-tenant deployment is the published default rather than an upgrade
- States ISO 27001, GDPR, CCPA and EU AI Act alongside SOC 2
- Agents can be named, scheduled and chained so one agent’s output feeds the next
- Dow Jones and MT Newswires feeds arrive with no stated entitlement caveat
- Premium data is entitlement-gated: without your own Preqin or FactSet contract, that content is absent
- No broker-research library and no expert-network content named on rogo.com/product
- Publishes no citation granularity, and rogo.com/felix makes no sourcing claim at all
- No SOC 2 type, auditor or certificate date published behind the badge list
What AllMind and Rogo actually cost
AllMind AI
No published list pricing
AllMind is quote-based. Nothing can be bought self-serve and there is no monthly plan, which is a genuine limitation for a small non-institutional buyer who wants to swipe a card and start. Getting real depth also means connecting internal systems, so onboarding is a data conversation rather than a signup.
- List price
- None published
- Self-serve checkout
- None
Rogo
No published list pricing, and rogo.com/pricing returns a 404
No tier, seat price or minimum appears on the homepage, the product page or the Felix page. The one third-party figure should be read as directional only: the page carrying it still shows Rogo at a $750M valuation and a January 2026 Series C, which puts it behind the $160M Series D announced on April 29, 2026.
- Median contract
- No contract-level data
What changes the quote
On Rogo’s side the meter is seats plus the data you bring. Its Preqin release states that access reflects each organization’s existing entitlements and licensed datasets, so a desk without a Preqin, FactSet, Capital IQ, PitchBook or LSEG contract does not get that content by buying Rogo, and the Rogo line sits on top of data spend rather than replacing it. Single-tenant deployment is the published default, and the Forward Deployed work that builds firm-specific agents normally carries a services line.
On AllMind’s side the number moves with seats, which dataset classes are entitled, and how much internal-system connection is in scope.
The two quotes are not like-for-like: a Rogo quote assumes the data licenses underneath it, while an AllMind quote already carries the dataset classes. Treat the $3,300 figure as directional, not as a price either company has published.
Which one you want, task by task
Shell the pitchbook for a mid-market sponsor process and turn the comments by Friday.
Rogo’s product page names the exact Quick Actions for this work, including “Public Company Strip Profile,” “Financial Sponsor Overview” and “Proofread My Deck,” and Copilot in Excel puts the agent inside the surface bankers already use. AllMind generates the same artifacts, but into supplied templates.
Read a 40,000-file VDR on a carve-out and flag the liabilities before the IC meeting.
Rivanna gives Rogo fine-grained citations over tens of thousands of files, and its Entropia partnership reaches a live data room at page level rather than a static export. AllMind holds the same workflow whether a room has a dozen documents or tens of thousands, adding broker research and expert transcripts under entitlements agents cannot widen.
Every time one of my 120 covered names files, produce a read-across note against the sector.
This is an event trigger across a coverage list, not a schedule. AllMind’s monitoring agents check each new filing, transcript and headline, and AllMind states a single automation can run across up to 200 companies. Rogo publishes scheduled runs and agent chaining, but no event-triggered run.
Digest this week’s broker research and expert calls on my coverage list without buying another subscription.
Aftermarket broker research and Expert Insights are built-in content classes on AllMind, subject to the delay that varies by broker. Rogo names no broker-research library and no expert content of its own on its product page, so the same job runs on contracts you hold separately.
The choice between AllMind AI and Rogo hinges on where your edge comes from: an owned dataset layer with a traceable audit trail, or deal-desk throughput inside the stack you already run.
Choose AllMind when the content is the point: broker research, Expert Insights, live news, global IR data and alternative data in one entitled contract, and a memo in which every figure traces to its source passage.
Choose Rogo when the job is banking or private-markets execution and the constraint is behavior change: an agent inside Excel, single-tenant deployment, and a badge list a security review can point at. At a bank already running Rogo on the deal desk this is an add; at a research desk it is a replace.
AllMind vs Rogo, answered
Yes, research desk versus banking desk is the cleanest split between the two.
Rogo is strongest where a deal desk works: its product page names Quick Actions for pitchbook and sponsor work, and it was one of the first launch partners for Microsoft Copilot in Excel, June 2026.
AllMind is built for the research job, a coverage list, not a live process. Content arrives as classes, not connectors: S&P, FactSet, LSEG and MSCI data, broker research, Expert Insights, live news from thousands of sources, global IR data, alternative data and live earnings within minutes, 6,800+ premium data sources in all. Rogo’s agent library names equity research, hedge funds and asset management, so it is a real buy-side contender.
See AllMind on your own coverage
Join leading hedge funds and institutional investors who trust AllMind.Join leading hedge funds and institutional investors who trust AllMind to accelerate their research and analysis.