Rogo, an AI platform for financial services based in New York, has raised $160 million in a Series D round led by Kleiner Perkins. This brings the company’s total funding to more than $300 million.
Other investors in the round include Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic, and Positive Sum.
Gabriel Stengel, John Willett, and Tumas Rackaitis, who met as classmates at Princeton and worked at J.P. Morgan and Lazard, founded Rogo in January 2022. They were inspired by the release of GPT-3 for developers and decided to leave their finance jobs to expand on their senior thesis, which focused on building a chatbot for econometrics. The launch of GPT-3 helped them improve their prototype and eventually led to the creation of Rogo.
The platform supports over 35,000 financial professionals at more than 250 institutions, including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura. Its core product integrates financial reasoning models with internal and external data sources, including deal data, market databases, regulatory filings, and CRM systems, to automate research and streamline analyst-level workflows.
Rogo’s newest product, Felix, is a specialised tool for high finance that manages complex, long-term workflows. Felix can automatically create presentations, models, and documents, and it also handles deal screening, Confidential Information Memorandum generation, buyer outreach, and data room diligence. Tasks that used to take teams of junior bankers now take only minutes with automation.
Rogo’s approach includes Forward Deployed Bankers, experienced finance professionals who work directly within partner institutions. They help onboard teams at all levels, from analysts to Managing Directors, and act as trusted advisors.
Rogo has grown its presence in Europe through strategic acquisitions. The company bought Plux AI, a UK firm that tracks complex financial market developments. Plux AI’s founders, Deepak Guneja and Pratyush Kamal Chaudhary, joined Rogo to help strengthen its European operations. Rogo also acquired Offset, an AI agent company founded by Raj Khare, which boosts the platform’s agentic execution capabilities.
Rogo’s competitors include Harvey, which has taken a similar professional-focused approach in legal services and raised $300 million at a $3 billion valuation in late 2025. Other competitors are Visible Alpha, Tegus, and Bloomberg’s AI-based financial data tools. Still, none match Rogo’s mix of deep institutional client relationships, agentic execution capabilities, and large-scale human expertise.
“Rogo has built an AI platform that the most demanding institutions in finance trust with their most critical workflows. Their combination of technical depth, proprietary data integrations, and genuine domain expertise is what is pulling Rogo away from the field. When a platform becomes the operating system for an entire industry, the opportunity is generational,” says Mamoon Hamid, Partner at Kleiner Perkins.
The new funding will help Rogo expand globally, build stronger partnerships with major financial institutions, and further develop Felix, its AI system for end-to-end financial workflows.
