# Rogo

> Rogo is a generative AI platform purpose-built for finance. Founded in 2021 by three former junior bankers, it trains finance-specific models and deploys autonomous AI agents - including its flagship agent Felix - to handle the slow, repetitive work of investment banking, private equity, and hedge funds: searching filings, building comparable-company analyses, drafting investment memos, generating Excel models, and running data-room diligence. More than 35,000 finance professionals at 250+ institutions use it, and a $160M Series D in April 2026 valued the company at roughly $2 billion.

- **Founded:** 2021
- **Headquarters:** New York, United States
- **Founders:** Gabriel Stengel (Co-Founder & CEO), John Willett (Co-Founder & COO), Tumas Rackaitis (Co-Founder & CTO)
- **Team size:** ~110 employees
- **Products:** Rogo Platform, Felix, Rogo Agents, Enterprise Deployment
- **Notable:** Reached a ~$2 billion valuation within roughly four years of founding, Grew to 35,000+ users across 250+ financial institutions, Raised $315M in total funding across Seed through Series D

## Products & services

- **Rogo Platform** — A generative AI platform purpose-built for financial services, with finance-trained search, comparable-company analysis, sector benchmarking, and structured outputs that drop directly into Excel, Word, and PowerPoint.
- **Felix** — Rogo's agentic AI that autonomously executes complex, multi-step financial processes - deal screening, CIM generation, buyer outreach, and data-room diligence. It can be triggered by email and tailors output to the user's role.
- **Rogo Agents** — Role-aware agents that produce institutional-grade Excel models, investment memos, and slide decks, integrated with CRMs, SharePoint, and data providers such as Capital IQ and FactSet.
- **Enterprise Deployment** — Secure, role-based access with audit trails and citations; SOC 2, ISO 27001, GDPR, CCPA, and EU AI Act aligned, deployable in the cloud (built on Amazon Bedrock).

## Achievements

- Reached a ~$2 billion valuation within roughly four years of founding
- Grew to 35,000+ users across 250+ financial institutions
- Raised $315M in total funding across Seed through Series D
- Won named adoption at top-tier banks including Lazard, Moelis, Nomura, and Jefferies
- Achieved SOC 2, ISO 27001, GDPR, CCPA, and EU AI Act alignment for enterprise trust
- Profiled by Bloomberg as the '$2 billion AI tool' built by ex-junior bankers

## Latest updates

- **2026-04** — Raised $160M Series D led by Kleiner Perkins at a ~$2B valuation; total funding surpasses $300M.
- **2026-01** — Closed $75M Series C led by Sequoia Capital and announced European expansion.
- **2026** — Acquired Offset to embed AI agents deeper into financial workflows; announced strategic partnership with LSEG.

## Links

- Website: https://rogo.ai
- LinkedIn: https://www.linkedin.com/company/rogoai/
- Twitter/X: https://x.com/RogoAI

---

Profile page: https://yespress.io/rogo
Published by YesPress — https://yespress.io
Last updated: 2026-06-13