Roclo
AI platform for IB & PE firms
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Small back end updates made
The developer, John Farrugia, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- John Farrugia
- Size
- 45.3 MB
- Category
- Productivity
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Roclo Ltd