Tagged: felix

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.