Comparison · Finance
Vaia vs Rogo
Sell-side research and workflow acceleration, next to a unified investment and sustainability layer.
Last reviewed
Vaia vs Rogo: the short answer
Rogo is a strong tool for sell-side research and deliverables, built on a wide external-data network and used by major banks and advisory firms.
Vaia covers the buy-side and sustainability side of the same industry: due diligence and IC memos, entity-aware portfolio aggregation, wealth advisory, and multi-framework ESG and carbon accounting, on proprietary vertical models.
If your work is pitch preparation and market research, Rogo fits well. If it is diligence, portfolio management, and reporting, this comparison is for you.
What Vaia is
Vaia is an intelligence and operational layer for investment and sustainability work, built on two proprietary vertical LLMs: one trained for financial and investment reasoning, one for ESG, carbon, and regulatory frameworks. Each client runs in a dedicated single-tenant environment.
Five applications sit on one platform: Vaia GPT (IC memos, 25-page institutional due-diligence reports, and research from a firm's own documents); Olaf (an autonomous agent across screening, diligence, research, and memo creation); Prism (multi-framework ESG and carbon accounting across GRI, BRSR, TCFD, CSRD, SFDR, and GRESB on a 48,000+ emission-factor database); Family Office (entity-aware portfolio aggregation across public, private, and alternative assets with real-time valuations); and Wealth Advisory (a relationship-manager co-pilot with a client 360, suitability checks, and automated reporting).
Vaia deploys as an overlay on the systems a firm already runs, goes live in weeks, and comes with a dedicated delivery team that configures it and tunes models and templates through reporting cycles. Published benchmarks: FinBen 81.17% and VSIB 89.68% operational accuracy. Security documentation is at trust.vaia.co.in.
What Rogo is
Rogo is a generative-AI platform purpose-built for sell-side financial-services workflows. It was founded in 2021 by former Lazard, J.P. Morgan, and Barclays bankers (Gabriel Stengel, John Willett, and Tumas Rackaitis).
It combines custom-trained financial reasoning models with integrations across external data providers to automate research and accelerate pitch and memo preparation. Rogo reports use by more than 50,000 professionals across 350+ institutions, including Rothschild & Co, Jefferies, Lazard, Moelis, Nomura, Truist Securities, and Baird.
Its Felix agent handles multi-step workflows such as deal screening, CIM generation, and data-room diligence. Rogo is SOC 2, ISO 27001, GDPR, CCPA, and EU AI Act compliant, and deploys forward-deployed finance professionals to support onboarding.
What Vaia adds alongside Rogo
- Buy-side workflows: data-room diligence, IC memos, and 25-page institutional due-diligence reports covering business, financial, management, market, risk, and ESG in one document.
- Entity-aware portfolio aggregation across public, private, and alternative assets, with real-time valuations and multi-currency consolidation.
- A wealth-advisory module: RM co-pilot, client 360, suitability checks, house-view distribution, and automated client reporting.
- Prism for ESG and carbon accounting across GRI, BRSR, TCFD, CSRD, SFDR, and GRESB, on a 48,000+ emission-factor database, with net-zero pathway modelling.
- A dedicated single-tenant environment per client, and a managed-service delivery model sized for mid-market funds and family offices.
Feature comparison
| Vaia | Rogo | |
|---|---|---|
| Primary focus | Buy-side investment, wealth advisory, family offices, and sustainability | Sell-side investment banking: research, pitch prep, CIMs, market analysis |
| Core model | Two proprietary vertical LLMs (investment and sustainability), fine-tuned per client | Custom-trained financial reasoning models built on existing LLMs |
| Primary buyers | Family offices, wealth firms, PE/VC funds, enterprise sustainability teams | Investment banks and advisory firms |
| External data | Web, news, and market-data ingestion; API into CRM/PMS/DMS | S&P Capital IQ, LSEG, PitchBook, Preqin, Third Bridge, FactSet, Crunchbase, 65M+ sources |
| Portfolio aggregation | Entity-aware across public, private, and alternatives; real-time valuations; multi-currency | Not a platform capability |
| ESG and carbon | Prism: GRI, BRSR, TCFD, CSRD, SFDR, GRESB; Scope 1–3 on 48,000+ factors; net-zero modelling | Not covered |
| Wealth advisory | RM co-pilot, client 360, suitability checks, automated reporting | Not covered |
| Agentic workflows | Olaf for screening, diligence, research, and memo creation | Felix for multi-step banking workflows |
| Due diligence | 25-page institutional DD reports across six dimensions including ESG | Research and memo drafting; data-room diligence via Felix |
| Deliverables | Text, PDF, tables, graphs, reports; API-first | Excel models, memos, slide decks, pitch books |
| Deployment | Dedicated single-tenant environment per client, standard | Multi-tenant SaaS; enterprise deployment |
| Security | SOC 2 Type II, CCPA, EU AI Act; trust.vaia.co.in | SOC 2, ISO 27001, GDPR, CCPA, EU AI Act |
| Service model | Managed service: configuration, model tuning, support through cycles | Forward-deployed bankers for onboarding and change management |
When to choose Vaia over Rogo
- You are on the buy side: data-room diligence, IC memos, and audit-ready outputs matter more than pitch generation.
- You need portfolio aggregation across public, private, and alternative assets, with real-time valuations.
- ESG, carbon, and regulatory reporting sit alongside investment work rather than in a separate tool.
- Wealth advisory is part of the business and RMs need a co-pilot.
- You want a single-tenant environment and a managed-service model sized for a mid-market or family-office budget.
Consider both. Some firms run Rogo for sell-side research and pitch generation and Vaia for buy-side diligence, portfolio management, and sustainability. They address different workflows.
Frequently asked questions
What are the main alternatives to Rogo?
Rogo is most often evaluated against Hebbia, AlphaSense, V7 Go, F2, and Model ML, alongside established platforms such as S&P Capital IQ Pro, FactSet, and Bloomberg. Most of those are sell-side research and document tools. Vaia is the alternative for buy-side diligence, portfolio aggregation, and ESG reporting.
What is the difference between Vaia and Rogo?
Rogo is built for sell-side workflows: research, pitch preparation, CIMs, and market analysis, on a wide external-data network. Vaia is built for the buy side and for sustainability: due diligence, IC memos, entity-aware portfolio aggregation, wealth advisory, and multi-framework ESG and carbon accounting.
Is Vaia a good Rogo alternative?
It depends on the work. If your bottleneck is pitch preparation and market research, Rogo fits that directly. If it is data-room diligence, IC memos, portfolio aggregation across public, private, and alternative assets, or ESG and carbon reporting, Vaia covers ground Rogo does not.
Can a firm use both Vaia and Rogo?
Yes. Some firms run Rogo for sell-side research and pitch generation and Vaia for buy-side diligence, portfolio management, and sustainability. The two address different workflows rather than competing for the same slot.
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