Rogo, a New York-based AI platform purpose-built for finance, has raised $160 million in Series D funding 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. The round brings Rogo’s total funding to more than $300 million and will support global expansion, deeper institutional partnerships, and the scaling of Felix, its agentic AI system.
More than 35,000 financial professionals at over 250 institutions use Rogo in daily workflows across origination, execution, advisory, and portfolio intelligence. Clients include Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura. Felix, Rogo’s recently introduced agentic AI, executes complex, multi-step financial processes autonomously, from deal screening and CIM generation to buyer outreach and data room diligence. The platform is designed to operate in concert with how financial institutions think, work, and make decisions, with deep integrations across internal and external data sources.
The funding comes as leading financial firms move to rebuild their operating models around AI, restructuring workflows, rethinking staffing structures, and deploying autonomous agents across transactions, portfolios, and client relationships. Rogo positions itself as the long-term AI transformation partner for institutions navigating this shift, combining state-of-the-art agents with forward-deployed bankers and engineers and domain expertise spanning finance, security, legal, and regulatory issues.
KEY QUOTES:
“The world’s most sophisticated financial institutions are fundamentally reshaping how they operate using AI, and they’re choosing to do it with Rogo. The institutions at the forefront are rapidly moving beyond automating tasks to becoming AI-native firms, with agentic systems that work across the firm and get smarter with every deal.”
Gabriel Stengel, CEO and Co-Founder, Rogo
“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 why Rogo is pulling away from the field. When a platform becomes the operating system for an entire industry, the opportunity is generational.”
Mamoon Hamid, Partner, Kleiner Perkins
