Connect

Find emails and phone numbers globally and create accurate prospecting or outreach lists using our AI technology platform

Find contact details, fast!

680m profiles available globally. Find emails and phone numbers to build your investor or buying lists with ease or add them directly to project workflows

Find
Find

Quick search

Just been told about an interesting company? Provide Roclo with the URL and within seconds get a list of the C-Suite and their contact details

Track employment changes

When financials are unavailable it comes down to tracking other data points to observe potential success. Roclo provides you with a complete history in changes to number of employees and where possible we tell you in what divisions as well

Find
Find

Track employee growth

When financials are unavailable it comes down to tracking other data points to observe potential success. Roclo provides you with a complete history in changes to number of employees and where possible we tell you in what divisions as well

Associate

US M&A Advisor

Head of Origination

PE Firm

Investment Director

US mid-market PE firm

I’ve saved countless hours searching for the right person and their contact details. It’s great being able to add these contacts directly to my deal tracker
We are able to keep our CRM always up to date with Roclo automatically telling us when someone has changed jobs
Tracking employee growth changes allows us to connect with interesting companies much earlier in the investment cycle process. This gives us a slight edge as we work in such a competitive environment

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.
  • 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.