# Roclo — AI platform for IB & PE firms

> AI platform for IB & PE firms (iPhone/iPad app by John Farrugia.)

- Source: https://appshunter.io/ios/app/roclo/id6761298188 (this page in markdown: same URL + `.md`)
- Developer: [John Farrugia](https://appshunter.io/developer/1888745824)
- Category: Productivity, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 43 MB
- Languages: American English
- Released: 2026-05-10
- Data updated: 2026-10-11

## What is Roclo?

Roclo is a fast, modern mobile AI-native operating system for investment banks and PE firms. Whether you're between meetings, Roclo gives you instant access to every company, contact, deal, and project in your pipeline and lets you keep working even when you're offline.

Everything you need, one tap away
* Dashboard — see your KPIs, pipeline value, and what needs attention today
* Companies — browse, search, filter by sector or country, and dive into the full account history
* Contacts — find anyone in seconds and see who they work with
* Deals — track opportunities through every stage with rich notes and counterparty management
* Projects — manage active engagements, stages, counterparties, and follow-ups
* Global search — find any company, contact, deal, or project from one place

Built for the way you actually work
* Offline first — open recently viewed records, read notes, and even create updates while you're disconnected. Everything syncs the moment you're back online.
* Voice to note — tap the mic, speak your update, and Roclo transcribes and formats it into a clean note for you.
* Rich-text notes — add formatted notes with bold, lists, and structure, right from your phone.
* Smart filters and saved views — slice your deals and projects exactly how you like, and save the views you use every day.
* Activities and follow-ups — never lose track of the next step on an account.

Designed for teams
Roclo is multi-tenant from day one. Each organization gets its own secure workspace, and your data stays isolated to your company. Sign in once with your tenant ID, and you're in.

Secure by design
* JWT-based authentication with automatic session refresh
* Tokens stored in the iOS Secure Enclave
* Data isolated per tenant

Why teams choose Roclo
Roclo is built for relationship-driven businesses — advisory firms, deal teams, project-led organizations, and anyone who lives inside their accounts and pipelines. It pairs the speed of a native iOS app with a real CRM data model: companies, contacts, opportunities, projects, counterparties, activities, and notes — all linked, all searchable, all in your pocket.

Stop logging things later. Capture them as they happen.

Sign in
Roclo requires an active organization account. If your company already uses Roclo, sign in with your tenant ID, work email, and password. If you'd like to bring Roclo to your team, get in touch with us to set up a workspace.

## Is Roclo safe?

Not enough ratings yet to assess Roclo.

## Is Roclo legit?

Roclo has limited verification signals. The AppsHunter Legitimacy Score for Roclo is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 1.0.5 — 2026-08-22

Small back end updates made

### 1.0.3 — 2026-08-17

Added a new module foe Private Equity and reorganised the layout

### 1.0.2 — 2026-08-12

Just some updates to the layout and the flow of the app

### 1.0.1 — 2026-05-29

Fix made to Dashboard section

### 1.0 — 2026-05-10

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-11.*