tools
Felix
AI agent for finance that creates decks, models, reports, dashboards, and research from delegated requests.
Felix is Rogo's AI agent for finance. It helps investment bankers, private-market investors, public-market teams, and analysts research companies, build financial models, prepare presentations, draft reports, and manage deal workflows.
Users can work with Felix through Rogo, email, Excel, and an iOS app. It supports asynchronous and scheduled tasks, but public pricing was not listed on an official Felix pricing page; enterprise access requires requesting access.
Features
- Generate PowerPoint decks, Excel models, Word documents, dashboards, and sourced research
- Research companies and markets using financial data, filings, news, and internal sources
- Draft investment-banking reports, memos, meeting materials, and process updates
- Revise presentations through slide comments with version tracking
- Run scheduled monitoring and recurring tasks through email
- Use Felix inside Microsoft Excel to build and analyze financial models
- Connect firm systems, data rooms, CRMs, and financial-data providers
- Produce cited analysis from connected deal-room documents
Use cases
- Build a first-pass merger or investment-banking presentation
- Create or update a financial model and supporting analysis
- Draft an investment-committee memo from research and internal documents
- Analyze a private-equity data room and flag diligence risks
- Monitor companies, markets, or deals and send recurring updates
- Prepare meeting materials and client-facing reports