Rogo
New York, US Β· Founded 2021 Β· 19 known investors
Rogo offers a secure AI platform for financial firms that automates workflows across research, analysis, and reporting, using custom-trained language models built for finance. It serves investment banking and private equity teams with features such as firm-specific workflows, an AI table interface, automated material creation, and data integrations.
Also known as Rogo AI Β· Rogo Technologies Inc. Β· rogo.ai
Founders & leadership
Rogo was founded in 2021 by Gabriel Stengel, John Willett, Tumas Rackaitis, and Tumas R..
Investors Β· 19
Also in the syndicate Β· 7
Funding
SEC filings, press & company announcements$160M disclosed across 1 of 8 rounds Β· 2024β2026
- $160MSeries DApr 2026 Β· 4 sources
Kleiner Perkins (lead), BoxGroup, Evantic, J.P. Morgan Growth Equity Partners, Jack Altman, Khosla Ventures, Mantis VC, Positive Sum, Sequoia Capital, Thrive Capital
Source β - Undisclosed amountSeries CJan 2026 Β· 2 sources
Sequoia Capital (lead), Henry Kravis, J.P. Morgan Growth Equity Partners, Khosla Ventures, Thrive Capital, Tiger Global, Wells Fargo
Source β
Source: company announcements and press reports β follow each round's link for the claim.
Valuation Β· disclosed
Disclosed eventsSource: SEC prospectus filings, and round valuations the company or its investors disclosed β follow each entry's link for the claim.
Company profile
researched Aug 2026Rogo is a New York-based company that builds a generative AI platform purpose-built for financial services, used by investment banks, private equity firms, asset managers and hedge funds. The platform combines financial reasoning models with integrations into a firm's internal systems β such as SharePoint, CRM and deal rooms β and external financial data sources including market data, regulatory filings, research and licensed feeds. It is designed to automate research and analyst-level workflows and to produce institutional deliverables such as Excel models, investment memos, diligence materials and slide decks.
The product functions as a chat-first workspace where users issue plain-English prompts and Rogo plans the task, retrieves data and returns finished outputs with source footnotes. Pre-built "Quick Actions" cover recurring tasks such as company profiles, earnings comparisons, meeting-prep memos and deck proofreading, and a spreadsheet agent can read, explain, audit and edit large valuation models, refreshing comparables and writing output back into Excel. Rogo Pro uses a proprietary financial reasoning stack that combines fine-tuned frontier models with smaller models for parsing and retrieval. In 2026 the company introduced Felix, an agentic system that autonomously executes multi-step processes such as deal screening, confidential information memorandum generation, buyer outreach and data room diligence.
Deployments are bespoke and single-tenant, supported by "forward-deployed" bankers and engineers β experienced finance professionals who work inside partner institutions on onboarding and change management. The company cites SOC 2, ISO 27001, CCPA, GDPR and EU AI Act compliance.
Founding story
Gabriel Stengel, John Willett and Tumas Rackaitis met as classmates at Princeton and worked at J.P. Morgan and Lazard. Their senior thesis involved building a chatbot for econometrics; the release of GPT-3 for developers prompted them to leave their finance jobs and extend that prototype, leading to the founding of Rogo in January 2022.
Business model
Rogo sells enterprise subscriptions to financial institutions on a per-seat basis, with multi-year contracts that carry compliance certifications and security requirements typical of banking clients. The platform is deployed as single-tenant instances, supporting pricing of roughly $3,300 per seat annually. Cost structure includes cloud infrastructure and data licensing fees paid to third-party data providers such as LSEG, PitchBook and Quartr. Revenue expands primarily through seat growth inside client firms, plus paid features and access to specialized data sets.
Recurring per-seat enterprise SaaS subscriptions sold to financial institutions, priced at roughly $3,300 per seat per year, with expansion driven by additional seats within client firms and by paid features and access to specialized data sets. Reported revenue grew from $2 million in 2024 to more than $15 million in 2025.
Traction
Rogo's site reports more than 50,000 bankers and investors using the platform, over 150,000 daily queries and more than 350 institutions served. Its April 2026 Series D announcement cited more than 35,000 professionals at over 250 institutions, while Forbes reported in April 2026 more than 25,000 users across 150 firms, about 100 employees, and revenue growth from $2 million in 2024 to more than $15 million in 2025.
Latest developments
In April 2026 Rogo announced a $160 million Series D led by Kleiner Perkins with participation from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic and Positive Sum, bringing total funding above $300 million and funding global expansion, deeper institutional partnerships and development of its Felix agent. The company also acquired Offset, an AI agent company founded by Raj Khare, and UK-based Plux AI, and announced an extended integration with Snowflake's managed Model Context Protocol.
βΈFull profile β market position, technology, go-to-market, geography, history, risks & controversies
Market position
Rogo describes itself, and is described in press coverage, as a leading AI platform for financial services, serving 250 or more institutions and tens of thousands of professionals. Coverage frames it as a category leader in AI for investment banking, competing with data incumbents adding AI layers (FactSet's Mercury and Pitch Creator, S&P Capital IQ Pro with ChatIQ and Kensho models, Bloomberg's terminal AI features), with deal-workflow specialists such as Mosaic, with in-house LLM efforts at large banks including JPMorgan, Goldman Sachs and Citi, and with vertical-AI peers such as Harvey in legal services.
Rogo positions itself on finance-specific specialization rather than general-purpose AI assistants: models and workflows built explicitly for high-finance tasks, a team drawn from banking, investing and AI research, bespoke single-tenant deployments meeting institutional security and regulatory requirements, deep integrations with proprietary and licensed financial data, and forward-deployed finance professionals embedded with clients. Investor Kleiner Perkins cited the combination of technical depth, proprietary data integrations and domain expertise as its rationale.
Technology
Rogo's stack pairs proprietary and fine-tuned financial reasoning models with retrieval across internal firm systems and licensed external data. Rogo Pro combines fine-tuned GPT-5, Gemini 3 and smaller reasoning models, with the smaller models handling parsing and retrieval and larger models reserved for high-stakes analysis; OpenAI deep research agents were embedded in 2025 and Claude was added via Anthropic's marketplace in 2026. A spreadsheet agent reads, audits and edits multi-tab valuation models with output written back to Excel for auditability, and data sources include LSEG fundamentals, PitchBook private market data, Quartr transcripts, Capital IQ comparables and international filings. Deployments are single-tenant, and the company cites SOC 2, ISO 27001, CCPA, GDPR and EU AI Act compliance.
Go-to-market
Rogo sells directly to financial institutions through enterprise, multi-year subscription contracts, with bespoke single-tenant deployments and white-glove onboarding led by former finance professionals, described as Forward Deployed Bankers, who work inside client institutions with staff from analysts to managing directors. Its website funnels prospects through demo requests. Distribution has also been extended through Anthropic's Claude Marketplace and an integration with Snowflake's managed Model Context Protocol.
Investment banks, private equity firms, asset managers and hedge funds, and the bankers, analysts and investors within them. Named clients include Lazard, Moelis, Nomura, Rothschild & Co, Jefferies, Raymond James, Tiger Global, GTCR, Siris Capital, Truist Securities and Baird Global Investment Banking.
Geography
Rogo is headquartered in New York, New York, United States, with clients among global financial institutions. It has expanded into Europe via the acquisition of UK-based Plux AI, whose founders joined to support European operations, and has stated plans to open a London office as part of international expansion.
History
Rogo was founded in January 2022 by Princeton classmates Gabriel Stengel, John Willett and Tumas Rackaitis. Sacra lists a founding year of 2021 and Forbes lists 2022. The company raised seed funding in February 2024 led by AlleyCorp, an $18 million Series A in October 2024 led by Khosla Ventures, a $50 million Series B announced in April 2025 led by Thrive Capital, a $75 million Series C in January 2026 led by Sequoia Capital at a $750 million post-money valuation, and a $160 million Series D in April 2026 led by Kleiner Perkins that brought total funding above $300 million. Rogo expanded in Europe through the acquisitions of UK-based Plux AI and AI agent company Offset, and has said it plans to open a London office.
Risks & controversies
Reported competitive risks include vertical integration by entrenched financial data vendors adding AI assistants, specialist startups unbundling individual analyst workflows at lower cost and with faster deployment, and large banks building proprietary LLM stacks internally to protect sensitive data and reduce vendor spend. The business also depends on third-party data licensing arrangements and on meeting stringent security, legal and regulatory requirements of institutional clients.
Compiled by commissioned research from 12 cited public sources β announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed β not independently audited.
Competitors Β· 2
by search overlapCompanies competing with Rogo for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline Β· 16
launches, deals, and filingsRogo announced a $160 million Series D led by Kleiner Perkins to scale its agentic platform, deepen institutional partnerships and accelerate global expansion; the company said total funding exceeded $300 million.
$160M source β
Rogo plans to use new funding to expand internationally, including opening a London office, deepening institutional partnerships and scaling its agent platform.
Rogo announced the acquisition of Offset, an HF0-backed AI agent company founded by Raj Khare and Shiv Shrivastava that spent 18 months building learning agents for financial workflows across investment banking, private equity, hedge funds and corporate finance. Offset's technology is being integrated into the Rogo platform.
Rogo became available via Anthropic's Claude Marketplace, adding Claude to its model ecosystem and extending distribution.
Rogo became available through Anthropic's Claude Marketplace, adding Claude to its model ecosystem.
Rogo acquired Offset, an AI agent company founded by Raj Khare, to strengthen agentic execution capabilities within financial workflows.
Rogo acquired Plux AI, a UK company tracking complex financial market developments; founders Deepak Guneja and Pratyush Kamal Chaudhary joined Rogo to support European operations.
Rogo said it planned to use funding to expand internationally, including opening a London office.
Rogo announced an integration with Snowflake's managed Model Context Protocol (MCP) to support AI-native finance workflows.
Rogo introduced Felix, an agentic AI that autonomously executes multi-step financial processes including deal screening, CIM generation, buyer outreach and data room diligence.
Rogo acquired Plux AI, a UK company tracking complex financial market developments; founders Deepak Guneja and Pratyush Kamal Chaudhary joined Rogo to support European operations.
Rogo announced an extended integration with Snowflake's managed Model Context Protocol (MCP) to support AI-native finance workflows.
Rogo upgraded its platform to GPT-5, improving multi-step valuation, precedent deal analysis and slide generation.
Rogo embedded OpenAI deep research agents that browse, cite and summarize filings, call transcripts and web data.
Rogo embedded OpenAI deep research agents able to browse, cite and summarize filings, call transcripts and web data.
Rogo announced a $50 million Series B led by Thrive Capital, with new investors J.P. Morgan Growth Equity Partners, Tiger Global and Positive Sum Ventures, and continued support from Khosla Ventures, BoxGroup and AlleyCorp. The company said the round brought total funding to $75 million.
$50M source β
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
Kevin Ryanβs AlleyCorp raises new $335 million fund, all in on early-stage bets | Fortunefortune.com Β· Jul 2026
Almost 90 new unicorns have been minted so far this year β here they are | TechCrunchtechcrunch.com Β· Jul 2026Frequently asked questions
- What does Rogo do?
- Rogo builds an AI platform and agents purpose-built for investment banks, private equity firms and asset managers.
- Who founded Rogo?
- Rogo was founded by Gabriel Stengel, John Willett, Tumas Rackaitis, Tumas R. in 2021.
- Who are Rogo's investors?
- Rogo's investors include 137 Ventures, AlleyCorp, Kleiner Perkins, Mantis Capital, Positive Sum Capital, ScOp Venture Capital, Sequoia Capital, Alley Robotics Ventures and 4 more.
- How much funding has Rogo raised?
- Rogo has disclosed $160M raised across 1 of its 8 known rounds.
- Where is Rogo headquartered?
- Rogo is headquartered in New York, US.