About us

Roclo was created to solve a common challenge faced by M&A and private equity firms: to resolve the disconnect that exists between proprietary and third party data to create truly integrated workflows powered by the latest developments in artificial intelligence

After two decades in financial services and leading a team of 50+ M&A professionals, Roclo’s founder saw how traditional systems failed to meet the specific demands of dealmakers. Everyone starts with a CRM—be it Salesforce, HubSpot, Microsoft Dynamics, or Pipedrive—but these platforms are built for sales and marketing, not deal making. Even the few systems tailored to financial services still force firms to patch together multiple subscriptions for financial data, deal tracking, market intelligence, historical M&A activity, and AI tools.

The result? High costs, inefficient workflows, and missed opportunities. In fact, deploying a complete tech stack to support a 50-person team can easily exceed $1 million per year, simply due to the need to license products from multiple vendors.

Roclo changes that. Built over three years and powered by the latest in generative AI, Roclo is an all-in-one platform designed specifically for M&A and PE professionals. It brings together everything a modern deal team needs—data, insights, collaboration, and automation—within a single, intuitive system.

Our name reflects the platform’s purpose:

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Roclo: The Logic Behind Every Deal

“Roc”represents a rock-solid foundation—a symbol of the stability and reliability the platform brings to M&A and private equity professionals. Deals are built on uncertain ground, but Roclo gives teams a secure, centralized environment to manage the chaos with confidence.

“Lo” draws from Logic—representing the intelligent systems, workflows, and insights that power Roclo. The platform structures unstructured deal data, connects the dots across targets, projects, and markets, and automates complex workflows with smart, customizable rules.

Whether you’re a five-person team or a 100-person firm, Roclo delivers the firepower of a Tier 1 financial institution—without the overhead. It’s like having an entire support team of analysts and associates working behind the scenes, 24/7, to give your firm the edge.

From analyst to managing director, Roclo helps you move faster, work smarter, and uncover alpha with ease.