What's your actual AI setup for deals? (boutique/MM folks especially)
Joined a pretty small shop recently and trying to figure out what people are actually using day to day versus what just sounds good.
Not talking about the big firms with Hebbia/Rogo rollouts. Talking about the 6-10 person teams where nobody handed you a tool and told you what to use.
What does your stack actually look like? What do you use for document review, pulling numbers, building out memos? What's saved you real time on a live deal versus what disappointed you?
Also genuinely curious whether anyone's run into situations where AI output caused a problem downstream. Heard a few stories secondhand but wondering how common it actually is.
Are you allowed to use ChatGPT’s deep research function?
I heard it still hallucinates a fair amount of the time
Claude desktop app and Claude excel plug in
How has that been in terms of retrieval accuracy?
I work at a BB and we have rogo. It sucks cock. It’s a glorified google with a few more bells and whistles. We need ai agents that are actually integrated.
What type of workflows does rogo suck at that you would want agents for? We're trying to build some agents internally right now so I'm curious to hear how BBs are approaching this.
An3 at an MM. We tested out several tools (including Rogo). By a wide margin, vanilla Claude + MS Office plugins is the significantly better solution. There really is no point in using Rogo or similar solutions currently unless you are at a really small shop and can benefit from the CapIQ/PitchBook data packages they acquire (have around 75% of data from each according to their sales teams).
Quidem quia accusamus ad iure quas quia non. Voluptatem rerum ea quos cupiditate. Velit vitae ut maiores placeat. Libero sit consequatur amet accusamus. Culpa animi quae quibusdam reprehenderit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...