Rogo
Headquarters
New York, NYFounded
2022CEO / Founder
Gabriel StengelEmployees
51-200Funding
Series D+ — $300M+Products
1 product listedAvg. AI Score
7.9/10Website
rogo.ai/
Profile updated
About Rogo
Rogo is a financial-services AI company that builds domain-specific agents to automate research, analysis, and deal workflows for banks and investors. It was founded in January 2022 by Gabriel Stengel, John Willett, and Tumas Rackaitis—Princeton classmates who had worked at J.P. Morgan and Lazard—and is headquartered in New York.
The platform deploys finance-tuned agents that connect to a firm's existing systems and produce institutional outputs such as Excel models, investment memos, and pitch decks. Its Felix agent runs multi-step processes from deal screening and CIM generation to buyer outreach and diligence. Rogo says more than 35,000 bankers and investors across over 300 institutions use the product, including Nomura, Jefferies, Lazard, Moelis, Rothschild & Co, Truist Securities, and Baird.
In April 2026 Rogo raised a $160 million Series D led by Kleiner Perkins at a roughly $2 billion valuation, up from $750 million after its Series C in January 2026, bringing total funding to more than $300 million. Other backers include Sequoia Capital, Thrive Capital, Khosla Ventures, and J.P. Morgan Growth Equity Partners. The company employs roughly 120 to 180 people, split between engineers and former finance professionals, and has expanded through acquisitions of Plux AI and Offset.
Specialties
Financials
Dated, source-cited figures. Estimates are marked.
Products by Rogo
All products by Rogo reviewed by our AI panel of experts.
How Our Review Panel Scores Rogo
Six independent reviewer personalities assessed Rogo's product on their own terms. They landed within 0.8 points of each other, an unusually strong consensus.
Averaged across 1 reviewed product in our catalog. Scores are out of 10.
Competitive Landscape
Who Rogo competes with, and how they differ.
Hebbia's Matrix copilot is sold horizontally across law firms, consultancies and private equity in addition to banks, while Rogo builds narrowly for investment-bank workflows (comps, models, CIMs) with forward-deployed bankers embedded at client firms.
Company Timeline
Key milestones in Rogo's history, with sources.
- Milestone
New York State-backed HQ expansion — 400+ new jobs
Empire State Development announced Rogo will expand its New York City headquarters, creating more than 400 new jobs, undertaking over $40M in R&D activity, and investing nearly $14M in its NYC office.
esd.ny.gov - Funding
Series D — $160M led by Kleiner Perkins
Rogo raised $160M in Series D funding led by Kleiner Perkins, with Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners and others participating, bringing total funding to more than $300M.
prnewswire.com - Acquisition
Acquired Offset
Rogo acquired Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava that builds learning agents embedded directly inside financial workflows across investment banking, private equity, and hedge funds.
prnewswire.com - Funding
Series C — $75M led by Sequoia Capital
Rogo raised a $75M Series C led by Sequoia Capital, with Henry Kravis and Wells Fargo joining, bringing total funding to more than $165M; the round accompanied Rogo opening its first international office in London.
fintech.global - Acquisition
Acquired Plux AI (UK)
Rogo acquired UK-based Plux AI, an AI company tracking complex developments across financial markets; Plux AI founders Deepak Guneja and Pratyush Kamal Chaudhary joined Rogo to strengthen its European operations.
techfundingnews.com - Acquisition
Acquired Subset
Rogo acquired Subset, an AI spreadsheet company backed by Index Ventures, to build a native spreadsheet agent that understands financial models for investment bankers inside its platform.
rogo.com - Funding
Series B — $50M led by Thrive Capital
Rogo raised a $50M Series B led by Thrive Capital, joined by new investors J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures, bringing total funding to $75M.
rogo.com - Funding
Series A — $18.5M led by Khosla Ventures
Rogo raised an $18.5M Series A led by Khosla Ventures partner Keith Rabois, who joined the board; Jack Altman, Mantis VC, BoxGroup and others also participated, bringing total funding to about $26M.
rogo.com - Funding
Seed — $7M led by AlleyCorp
Rogo raised a $7M seed round led by AlleyCorp, with Company Ventures, BoxGroup, and ScOp Ventures participating, to build bespoke generative AI tooling for financial institutions.
businessinsider.com - Founded
Rogo founded by Gabe Stengel, John Willett and Tumas Rackaitis
Gabriel Stengel, John Willett, and Tumas Rackaitis, who met as classmates at Princeton, founded Rogo in January 2022 after leaving roles at Lazard, J.P. Morgan, and Gilder Gagnon Howe & Co. to build an AI platform for financial analysts.
techfundingnews.com
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