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Our AI system ensures data privacy and compliance by using a secure method called Retrieval-Augmented Generation (RAG), specifically designed to control how Large Language Models (LLMs) interact with your data.

• A secure search retrieves a small, targeted snippet of content (like a paragraph or query result).
• Only that snippet is passed to the LLM.
• The model generates a response based solely on that limited input — it never sees full files, raw datasets, or direct system access.

This architecture ensures your data stays protected, your internal access controls are respected, and your use of AI remains compliant with your company’s security policies and industry standards.

Roclo is a modular platform, bringing together multiple integrated solutions in one seamless ecosystem. Traditionally, these kinds of “point solutions” are sold separately—often resulting in significant cumulative costs. At Roclo, we understand that every client is unique, with different needs and growth trajectories. That’s why we offer flexible pricing based on the scale and requirements of your business. Our sales team is here to work with you to identify the most suitable package and ensure you get the right access for your specific needs.

Roclo isn’t just another tool in your tech stack—it is the stack. Our platform eliminates the need for costly integrations by providing immediate access to a unified, high-performance ecosystem. While there are many excellent software providers serving the financial services industry, most offer what we refer to as “point solutions.” These often require users to switch between multiple systems to complete their work. Roclo is designed differently: our mission is to empower private equity and M&A professionals to manage their workflows seamlessly within a single, comprehensive platform.