Every product, pitched to every client, ready before the call.

Robata Growth Desk turns a fact sheet, a term sheet or a deal memo into each client's own email, WhatsApp message and call opener, in their language. Every sentence is traced to a fact and checked against the rules where the client is booked.

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Private companies
Databricks
Lead with
A unified analytics platform company valued at $190B in August 2026, up from $28B in February 2021, and backed by Andreessen Horowitz, Microsoft Ventures, Amazon Web Services and Nvidia Ventures.
Raised in total
$25.55B
Rounds since 2021
7
Founded
2013
Valuation by round, per Forge
GHIJKLL-2
Funds
Franklin Lexington PE Secondaries Fund +19.5% net over the year to 31 July 2026
What sets it apart
A third is in GP-led deals, the harder-to-get, higher-conviction end of secondaries.
Every claim backed by a fact
If the client says yes+US$12,000 a year
Approve
Structured notes
WMr Wong
Good morning Mr Wong. There is a six-month note on NVIDIA and TSMC that pays one fixed rate, indicatively 14.25% to 16% a year, paid monthly. The principal comes back in full at maturity unless the weaker of the two ends below 60% of its starting price. I would be glad to set it beside what you already hold. Would you have time for a short call this week?10:42

Three books, one desk.

Private companies

How big the company has become, from its funding rounds, then who backs it and what it makes.

Funds

What sets a fund apart from 563 peers, said as one concrete fact, with its record shown the way its class is judged.

Structured notes

Notes designed for each client and priced on listed option smiles. Change any term and the note is priced again.

From the material to an approved message in minutes.

01

Bring it, or ask the shelf

Drop a fact sheet, a term sheet or the product team's email, or tick clients and let the desk put forward three ideas for each.

02

Choose what to lead with

The desk shows what the product is and what sets it apart. Tick the points the pitch should open with.

03

A draft for each client

Email, WhatsApp message, call opener, talking points and the questions the client will ask, in the client's language and voice.

04

Checked, approved, archived

Anything the facts do not support is marked to fix. The advisor approves, and the exact text is archived with its sources.

One desk per market, built for how it sells.

Hong Kong & Singapore

For external asset managers, multi-family offices and private banks.

  • Drafts in English, Simplified or Traditional Chinese, by email or WhatsApp
  • Reviewed against SFC or MAS rules, by where the client is booked
  • FCNs and Phoenix notes on the names Asian clients trade, priced on listed options
  • Private markets and private companies for Professional and Accredited Investors

North America

For registered investment advisers and multi-family offices.

  • Reviewed against the SEC Marketing Rule, and FINRA 2210 for dual registrants
  • Your firm profile and fee schedule from your public Form ADV
  • Interval funds, private equity and venture funds, each with what sets it apart
  • Private companies from Forge, Clarity, EquityZen and Republic

Sales first, with nothing in it you could not stand behind.

0

Systems to connect

It runs on what an advisor already has: product material, the firm's own fee schedule and client types described in tags, never client records.

1

Fact behind every claim

Every sentence carries the facts it rests on. Point at it to see the source and its date; numbers outside the facts cannot be approved.

3

Rulebooks, by booking centre

Hong Kong, Singapore and the US: the review cites the rules where the client is booked, and knows a one-to-one message from marketing material.

See it with your own clients.

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