Rogo announced that it has acquired Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava, in a move designed to bring intelligent AI agents directly into financial workflows used across investment banking, private equity, hedge funds, and corporate finance.
The acquisition will allow Rogo to integrate Offset’s technology into its platform, which is already used by more than 25,000 finance professionals. By combining the two platforms, Rogo plans to accelerate the development of intelligent systems that operate directly within the everyday tools financial professionals rely on.
Financial institutions continue to depend heavily on spreadsheets and presentations to build models, analyze investments, and communicate results. Maintaining and updating complex financial models, however, can be time-consuming and error-prone. Offset was created to address this challenge by developing AI agents that understand the structure of financial models and can learn how those models evolve over time through assumptions, formulas, and outputs.
Offset’s platform focuses on agentic systems that build memory around how financial models are constructed, updated, and maintained. These agents operate inside financial workflows, enabling analysts and investors to work alongside AI systems that understand the underlying logic and structure of financial models rather than simply generating external outputs.
By bringing Offset into the Rogo platform, the company plans to combine Offset’s agentic architecture with Rogo’s data integrations, infrastructure, and distribution across global financial institutions.
The acquisition follows Rogo’s recent $75 million Series C financing led by Sequoia, further strengthening the company’s position as an AI platform focused on financial services.
KEY QUOTES:
“Raj, Shiv, and their team bring invaluable technical depth in agentic systems. The foundation of Offset reflects the same belief we have at Rogo. The future of financial workflows will be powered by intelligent systems embedded directly in the tools professionals use every day. We are excited to build together as we continue expanding our platform.”
Gabe Stengel, CEO And Co-Founder, Rogo
“We built Offset around the idea that AI agents should operate directly inside financial workflows, not just generate outputs from the outside. Our focus has been on building an agentic platform that understands financial models structurally and can automate the workflows analysts rely on every day. Integrating this technology into the Rogo platform allows us to bring these systems to financial institutions at scale.”
Raj Khare, Co-Founder, Offset
