Transact

Find the right buyers or investors fast. Import contacts, bulk-watermark CIMs, protect emails, and reach all potential bidders in one click.

Empowering you and your team to optimize deal execution

Quickly create buyer lists, automate outreach and activity tracking, and update your clients with one-click, ready-built reports

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Find

Streamline your deal execution

Powerful data and workflow tools that increase productivity and collaboration

  • Create better buyer lists 10x faster
  • Watermark CIMs for your entire buyer list in seconds
  • Don’t just track who opened the CIM – actually track how much has been read!

Fully configurable platform

Configure your unique instance of the platform to adhere to existing dealmaking processes, instead of forcing you to adapt to generic workflows

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Find

Reports and KPIs

Track every potential buyer or investor, across every project across your firm. Use your proprietary data to learn how bidders have acted before or which private equity firm owes you a buyside based on dealflow shown

Vice President

EU M&A Advisor

Director

US Investment Bank

Director

EU M&A Advisor

We’ve been using Roclo for 9 months. I cannot tell you how much time has been saved and what insights we have gained
Having intelligence on who has read the CIM or hasn’t even started helps tremendously in follow up calls with bidders
Our firm previously used Excel trackers. We are now able to run our firm so much more efficiently and have a better understanding of our budget

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.