Rogo, the generative AI platform purpose-built for financial services, has closed a $160m Series D funding round, bringing its total capital raised to over $300m.
The round was led by Kleiner Perkins, with contributions from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic and Positive Sum.
The fresh capital will be directed towards accelerating Rogo’s international growth, deepening ties with major financial institutions, and expanding its AI agent, Felix.
Launched recently, Felix is capable of handling complex, multi-step financial tasks without human intervention, spanning deal screening, CIM generation, buyer outreach and data room diligence.
More than 35,000 financial professionals across upwards of 250 institutions currently use Rogo’s platform as part of their day-to-day operations. Clients include Rothschild & Co, Jefferies, Lazard, Moelis and Nomura, with use cases spanning origination, execution, advisory and portfolio intelligence.
Rogo describes itself as a long-term AI transformation partner for financial institutions, combining domain expertise with forward-deployed bankers and engineers across areas including security, legal and regulatory compliance, and applied AI.
Rogo CEO and co-founder Gabriel Stengel said, “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.”
Kleiner Perkins partner Mamoon Hamid said, “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.”
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