Governed meeting capture, independent of any AI platform

Rogo Notes is the meeting layer of the Rogo platform, built to feed Rogo’s own agents and projects. Fellow is a standalone AI meeting assistant for every team in the firm. Fellow records audio and video with playback, while Arvo’s site states it does not persist audio. Fellow sets recording and transcript retention separately, offers Zero-Day Retention, connects natively to Global Relay, publishes its pricing, and sends meeting data to Rogo, Claude, ChatGPT, and Microsoft Copilot. Fellow is used across 6,000 organizations.

Yes. Rogo acquired Arvo, an AI meeting assistant for financial institutions, on September 1, 2026, and now sells it as Notes, a module of the Rogo platform. Arvo’s own site is still live and states that it serves private equity firms, investment banks, RIAs, and broker-dealers. Fellow is built for every team and industry, including compliance, operations, and investor relations teams that sit outside the deal team.

Yes. Fellow connects to Rogo through an MCP connector, so bankers and analysts can pull Fellow meeting summaries into Rogo projects. Firms that already have Rogo still need a governed way to capture meetings for people without a Rogo seat, and Fellow covers that. Fellow also connects to Claude, ChatGPT, and Microsoft Copilot, so choosing Fellow doesn’t commit you to one AI platform.

Both products offer finance-specific controls. Rogo Notes lists MNPI guardrails, sensitive-content review, and an immutable audit trail. Fellow’s compliance portal gives compliance teams workspace-wide review access, AI trackers for MNPI and PII with sub-labels, saved views, review statuses, and a logged record of every action, with redactions always visible. The portal is available as an add-on. Fellow also offers domain-level transcription rules, LP meeting exclusions, pause and resume, and Zero-Day Retention.

Fellow records audio and video with playback, and admins set recording retention separately from transcript retention. Arvo’s site states that audio is not persisted and that transcript retention can be zero, short-term, or permanent per user. If your policy may change, or you want a recording available for review, Fellow lets you choose per policy instead of fixing the answer in the product.

Fellow Enterprise is $25 per user per month, and pricing is published. As of October 2026, Rogo does not publish pricing for Notes or the Rogo platform on rogo.com, and Rogo’s Credit Center governs AI consumption across the platform. Ask Rogo whether Notes draws on credits and whether it can be purchased on its own.

Fellow is built for firms that need both intelligence and governance, including hedge funds, private equity, investment banking, venture capital, RIAs, and other financial services teams. It combines bot and botless capture, firm-wide governance, MNPI and sensitive-topic tracking, Global Relay archiving, and SOC 2 Type II, HIPAA-eligible, and GDPR-ready controls, and it never trains AI models on customer data.