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cover of episode Reinventing Wall Street: Rogo’s AI Revolution with Gabriel Stengel

Reinventing Wall Street: Rogo’s AI Revolution with Gabriel Stengel

2025/6/5
logo of podcast Generative Now | AI Builders on Creating the Future

Generative Now | AI Builders on Creating the Future

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Gabe Stengel
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Michael Magnano
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Michael Magnano: Rogo平台利用人工智能在几秒钟内完成初级银行家通常需要花费数周甚至数日才能完成的分析工作,例如分析收益、对标公司和构建演示文稿。Gabe看到了金融行业的低效,因此他创建了Rogo来解决这个问题,现在世界顶级银行和对冲基金都在使用该产品,投资者也对他们的成功寄予厚望。 Gabe Stengel: Rogo的雏形始于我在普林斯顿大学与我的联合创始人John共同完成的毕业论文项目,我们共同创建了一个用于金融计量经济学的人工智能聊天机器人,这激发了我们对自然语言界面的兴趣。我在Lazard的经验让我能够看到初级银行家所做的工作以及这些机构如何解决这些问题。现在的Rogo产品更多地是帮助投资者和投资银行家进行公司研究、尽职调查并提出独特的投资理论,我们仍然分析结构化数据,但更多的是分析公司结构化数据,而不是经济结构化数据。我在Lazard担任银行分析师时,所做的分析和研究与Rogo用户现在所做的完全一样。Rogo的基本理念是,应该有一个AI工具可以完成那些基础且无趣的工作,如基准收入倍数和制作PIB。Rogo的宗旨是赋能人们去做他们以前做不到的事情,我希望Rogo不仅能完成初级银行家和初级投资者所做的所有日常工作,还能帮助他们进行各种新的分析和洞察生成工作。

Deep Dive

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This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe’s time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future. 

**Episode Chapters: **

(00:00) Introduction to the Interview

(00:55) Gabe Stengel's Background and Rogo's Inception

(02:44) Early Challenges and Evolution of Rogo

(07:29) The Role of AI in Finance

(12:07) Investor and Customer Reception

(13:49) Pivotal Moments and Product Market Fit

(21:53) Balancing Enterprise Security and Feature Development

(23:45) Navigating the Challenges of AI Startup Speed

(25:45) Rogo's Impact on Investment Banking Workflows

(28:34) AI's Role in Professional Services and Legal Work

(32:33) Future of Rogo and Financial Services

(37:18) Challenges and Strategies in Enterprise Sales

(42:02) Conclusion and Final Thoughts

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