ai-for-finance
(4)
Claira
Claira is a New York-based startup building an agentic AI platform for private markets. It embeds domain-native AI directly into deal workflows for private credit funds and financial institutions, automating document extraction, due diligence, deal capture, and analysis so investment teams can surface insights and put their own proprietary research to work. In June 2025 it raised a $7M seed round co-led by Barclays, Citi, and Reimagine Tech Ventures.
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.
Rowspace
Rowspace is a San Francisco AI company that turns a financial firm's own proprietary data into a compounding edge. Its platform connects structured and unstructured data across a firm's entire history, models how that firm operates and reasons, and delivers that intelligence inside the tools teams already use - Excel, Microsoft Teams, and internal systems. Founded by former Notion CTO Michael Manapat and two-time CFO Yibo Ling, Rowspace launched in February 2026 with $50 million from Sequoia, Emergence Capital, Stripe, and others. Firms managing hundreds of billions to nearly a trillion dollars in assets already use it for portfolio monitoring, multi-decade deal analysis, and credit portfolio optimization.
Farsight
Farsight is a New York-based AI company building a full-stack execution engine for finance. It automates the time-consuming, high-stakes workflows that fill the days of investment bankers, private equity associates, hedge fund analysts and wealth managers - pitch decks, financial models, buyer lists, investment memos and valuation analysis - directly inside the tools teams already use like Excel and PowerPoint, tailored to each firm's brand, style guide, compliance rules and security standards. Founded in 2022 by three MIT graduates, Farsight raised a $16M Series A led by SignalFire in June 2025.