An enterprise ready AI platform for investment banks and private equity investors

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BENEFITS

Powerful features of Roclo AI
bost your workflow

All your Data in one place

Roclo searches, analyses everything across your proprietary data lake as well as our extensive library — saving you hours and days of manual work

Everything you do, but faster

Harness the power of AI to streamline your everyday tasks, driving efficiency and innovation across your firm

Most intelligent analyst within your firm

Retrieval of information buried deep within precedent documents ready for the next pitch, investment paper or CIM creation

LLMs fine-tuned for finance

Work with an AI tool developed for the financial services industry. Agentic workflows developed to reason and think before providing a well thought out answerk

Strip profiles creation

Analysis of Earnings Transcripts

Quick retrieval of public comps

Pitch deck analysis

CIM analysis

M&A & Investment News

Meeting notes

Associate

EU M&A Boutique

VP

A Boutique

Associate

US M&A Boutique

Platforms like Pitchbook and Factset are great, but it really does not compare to the results I’ve found using Roclo Search
To identify the right investment opportunities across multiple languages at the same time is unbelievable. I’ve previously tried to do this in Google but have always failed
I’ve easily saved weeks of work building a buyer list for a pitch and then automatically creating strip profiles in powerpoint

Frequently Asked Questions

Roclo was founded by a seasoned financial services executive who recognized the need for a comprehensive, purpose-built solution for professionals in the M&A and private equity sectors. Our mission is to develop a platform that reflects the realities of today’s globally connected markets—intelligent, integrated, and scalable.


In recent years, large investment banks and private equity firms have invested heavily in building proprietary AI ecosystems. Roclo is here to level the playing field. We empower investment advisory and private equity firms of all sizes to identify opportunities, manage deals efficiently, and harness the power of AI to drive better outcomes.

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.


Rather than allowing the LLM to access your entire database or document storage, our system retrieves only the most relevant pieces of information needed to answer a specific question. Whether your data is stored in databases, PDFs, PowerPoints, or other formats, the process works the same way:

  • A secure search retrieves a small, targeted snippet of content (like a paragraph or query result).
  • Only that snippet is passed to the LLM.
  • 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.

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.