Rogo Revenue, Valuation, Funding & Investors

Rogo is valued at $2B as of April 2026.

See full Rogo profile

Last Rogo valuation

$2B

Series D · Apr 2026

Last Rogo funding round

$30M

Undisclosed stage · Sep 2026

Rogo revenue

$53M

Undisclosed stage · Sep 2026

Key investors in Rogo

  • BoxGroup
  • Khosla Ventures
  • Thrive Capital
  • AlleyCorp
  • Positive Sum
  • JPMorgan Growth Equity Partners

Rogo Overview

About Rogo

Rogo is a generative AI platform designed for financial institutions including investment banks, asset managers, and private equity firms. The system processes deal documents, financial models, and market data to generate summaries, scenario analyses, and strategic recommendations while adhering to SOC 2 Type II and GDPR compliance standards. Rogo streamlines due diligence, pitch book creation, and portfolio monitoring for teams handling mergers, acquisitions, and capital raises.


Founded

2022

HQ

United StatesNew York City, NY

Website

rogo.ai

Status

Privately held

Customer focus

B2B

Revenue model

Subscription

Revenue

$53M (Sep 2026)

Valuation

$2B (Apr 2026)

Rogo Valuation

Rogo is currently valued at $2B, based on its Series D in April 2026.

The $160M round was led by Kleiner Perkins, with participation from Positive Sum, BoxGroup, Jack Altman, JPMorgan Growth Equity Partners, Khosla Ventures and 4 other investors.

Rogo's valuation has grown 5.7x from $350M at its Series B in April 2025 to $2B in April 2026, across 3 priced rounds.

Rogo valuation by funding round

Rogo valuation by funding round
DateStageValuation
Apr 2026Series D$2B
Jan 2026Series C$750M
Apr 2025Series B$350M

Rogo Revenue

Rogo's latest recorded revenue is $53M, as of its undisclosed-stage round in September 2026.

Rogo revenue by funding round

Rogo revenue and valuation multiple by funding round
DateRevenue *Stage
Sep 2026$53MUndisclosed stage

* Revenue (or ARR) figures are the values recorded alongside each funding round. Typically run-rate revenue at the time of the deal, or a reported LTM (last 12 months) revenue.

Rogo Funding History

Rogo has raised a total of $344M across 7 funding rounds.

Rogo's first fundraising round was a $4M pre-seed round in October 2021. The most recent completed round was a $30M undisclosed-stage round in September 2026.

Rogo funding rounds

Rogo funding rounds
DateStageInvestorsRaisedValuationDeal Summary
Sep 2026Undisclosed stageTruist Ventures; MUFG Innovation Partners; Barclays Bank; JPMorgan Growth Equity Partners; Société Générale; Opera Tech Ventures; Citi Ventures$30M-Rogo announced a strategic investment in September 2026 from Barclays, BNP Paribas through Opera Tech Ventures, Citi Ventures, MUFG Innovation Partners, and Société Générale, with Josh Easterly also participating, while earlier strategic investors included J.P. Morgan Growth Equity Partners and Truist Ventures. The transaction was described in market coverage as roughly $30 million in fresh strategic investments, and the company framed it as expanding its bank backer base to nine global financial institutions while strengthening deployment of its AI platform across finance and supporting a move from investment banking use cases toward wealth management and broader enterprise adoption. Rogo is a New York-based AI platform built for finance professionals, founded in 2022 and already used by major investment banks. The company had previously raised a $160 million Series D in April 2026 led by Kleiner Perkins, bringing total equity funding to more than $300 million; the September 2026 strategic round added to that financing base and extended Rogo’s relationships with large banking institutions across markets and regions.
Apr 2026Series DKleiner Perkins (lead); Positive Sum; BoxGroup; Jack Altman; JPMorgan Growth Equity Partners; Khosla Ventures; Evantic Capital; Sequoia Capital; Thrive Capital; MANTIS Venture Capital$160M$2BRogo raised $160 million in an equity Series D funding round in April 2026, led by Kleiner Perkins with participation from Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic, and Positive Sum. The post-money valuation reached approximately $2 billion, up from $750 million following the $75 million Series C in January 2026. Total funding raised exceeds $300 million. The capital will accelerate international growth, deepen partnerships with major financial institutions, and expand the AI agent Felix. This follows the Series C, which supported the opening of a London office for European expansion. Rogo, a New York-based generative AI platform purpose-built for financial services workflows, launched in 2021 and serves over 250 institutional clients including Rothschild & Co, Jefferies, and Lazard. The agentic platform targets investment banking and finance operations.
Jan 2026Series CSequoia Capital (lead); Positive Sum; Truist Ventures; BoxGroup; Khosla Ventures; JPMorgan Chase; Tiger Global; Henry Kravis; Thrive Capital; Alt Capital; Wells Fargo; Stonecroft Management$75M$750MRogo is a New York-based AI platform founded in 2021 by Gabriel Stengel, John Willett, and Tumas Rackaitis, designed for financial institutions with deep integration of regulatory guardrails and data standards to enable production-ready autonomous financial agents. It serves senior finance professionals such as managing directors, partners, and portfolio managers at firms like Rothschild & Co, Jefferies, and Lazard, with over 25,000 daily users and partnerships including the London Stock Exchange Group. The company employs over 100 people and has expanded to a London office led by co-founder John Willett. Rogo raised $75 million in a Series C round on January 28, 2026, led by Sequoia Capital at a $750 million post-money valuation, with participation from new investors Henry Kravis and Wells Fargo, alongside returning backers Thrive Capital, Khosla Ventures, Tiger Global, and J.P. Morgan (noted variably as JP Morgan Growth Equity Partners or Banco). This brought total funding to over $165 million across rounds, following a $50 million Series B in April 2025 at $350 million valuation and earlier raises including an $18 million Series A in October 2024. The funds will accelerate European expansion, enhance R&D for agentic end-to-end AI systems for financial workflows, scale global deployment with large firms, and support North American partners in cross-border operations. Rogo positions its platform as a thought partner for senior decision-makers rather than a replacement for junior staff, focusing on client meeting preparation, deal thesis stress-testing, and investment framework evaluation. Sequoia Capital Partner Brian Halligan highlighted Rogo's rare combination of technical talent and financial expertise trusted by top institutions. The round reflects strong growth, with prior capital efficiency noted at 9.55x valuation over capital raised in some trackers, amid a competitive landscape in financial AI where Rogo emphasizes enterprise-grade scalability beyond pilots.
Apr 2025Series BThrive Capital (lead); Positive Sum; BoxGroup; JPMorgan Growth Equity Partners; Khosla Ventures; Tiger Global; AlleyCorp$50M$350MRogo is a New York-based startup developing specialized AI large language models and agentic systems for high finance, acting as Wall Street’s first AI analyst to automate complex tasks traditionally performed by junior bankers, such as market data analysis and workflow automation. Its tools are deployed at top firms including Nomura, Moelis, Lazard, GTCR, Tiger Global, Raymond James, and Siris Capital, with bespoke integrations emphasizing security and customization for sophisticated financial institutions. On April 30, 2025, Rogo raised a $50 million Series B round led by Thrive Capital, with participation from J.P. Morgan Growth Equity Partners, Tiger Global, Positive Sum Ventures, and continued support from existing investors Khosla Ventures, BoxGroup, and AlleyCorp. This brought total funding to $75 million at a post-money valuation of $350 million. The capital is earmarked for advancing next-generation secure financial reasoning models and autonomous agents. Following the Series B, Rogo announced a $75 million Series C in January 2026 led by Sequoia Capital, valuing the company at $750 million post-money and pushing cumulative funding over $165 million, with new investors Henry Kravis and Wells Fargo joining prior backers. This round supports scaling the agentic AI platform, R&D expansion, hiring, and a new London office for European growth and cross-border operations, building on partnerships like the London Stock Exchange Group. Rogo's rapid funding trajectory—from a $7 million Seed in February 2024 led by AlleyCorp, $18 million Series A in October 2024 led by Khosla Ventures, to the Series B—reflects strong investor interest in AI for financial workflows amid competition in fintech AI. The company reports over 25,000 users at firms like Rothschild and Jefferies, focusing on global deployments for large institutions.
Oct 2024Series AKhosla Ventures (lead); BoxGroup; Jack Altman; Eric Schmidt; Company Ventures; Original Capital; ScOp Venture Capital; MANTIS Venture Capital$19M-Rogo is a New York-based secure enterprise AI platform designed for finance professionals, including investment banks, hedge funds, and private equity firms. Founded in 2021 or 2022, it provides generative AI solutions that fine-tune large language models for instant answers to complex financial questions, workflow automation, in-depth market analyses, and enhanced productivity with emphasis on source citations, auditability, recency, and financial intuition. The platform emerged from stealth in early 2024 and has been adopted by more than 25 leading financial firms, handling tens of thousands of queries daily. In October 2024, Rogo raised $18.5 million in a Series A funding round led by Khosla Ventures, with Keith Rabois joining the board. Participants included Mantis VC (The Chainsmokers’ fund), Jack Altman (AltCapital), Eric Schmidt, Original Capital, BoxGroup, Company Ventures, ScOp Venture Capital, and existing investor AlleyCorp, bringing total funding to $26 million. The funding will expand the team, enhance the platform, deepen customer partnerships, accelerate core development, and scale adoption across more financial institutions, particularly in investment banking, hedge funds, and private equity workflows. Rogo positions itself as Wall Street's first AI analyst, differentiating from general-purpose tools, AlphaSense, and Bloomberg GPT through deep integration with finance workflows.
Feb 2024SeedAlleyCorp (lead); BoxGroup; Company Ventures; ScOp Venture Capital; Ironwood Ventures$7M-Rogo raised a $7 million seed round on February 16, 2024, led by AlleyCorp with participation from Company Ventures, BoxGroup, and ScOp Venture Capital. The New York-based company, founded in 2021, develops AI tools tailored for financial institutions to deploy bespoke generative AI addressing full workflows and pain points. Rogo specializes in AI-powered platforms that aggregate financial and customer data to streamline and automate workflows for finance firms. This seed funding marked the start of Rogo's rapid scaling in the AI fintech space.
Oct 2021Pre-seedAlleyCorp (lead)$4M-Rogo's actual seed round occurred in February 2024, not 2021, and was led by AlleyCorp with $7 million raised (not $3.5 million).

Who has invested in Rogo?

28 investors have backed Rogo across its funding rounds, including BoxGroup, Khosla Ventures, Thrive Capital, AlleyCorp, Positive Sum and JPMorgan Growth Equity Partners.

Lead investors include Kleiner Perkins, Sequoia Capital, Thrive Capital, Khosla Ventures and AlleyCorp.


Rogo Investors

Investors in Rogo by funding rounds participated
InvestorHQRoundsRoleFirst check
BoxGroupUnited StatesNew York City, NY5ParticipantFeb 2024
Khosla VenturesUnited StatesSan Francisco, CA4LeadOct 2024
Positive SumUnited StatesStamford, CT3ParticipantApr 2025
JPMorgan Growth Equity PartnersUnited StatesNew York City, NY3ParticipantApr 2025
Thrive CapitalUnited StatesNew York City, NY3LeadApr 2025
AlleyCorpUnited StatesNew York City, NY3LeadOct 2021
Truist VenturesUnited StatesCharlotte, NC2ParticipantJan 2026
Jack AltmanUnited StatesSan Francisco, CA2ParticipantOct 2024
Sequoia CapitalUnited StatesSan Francisco, CA2LeadJan 2026
Tiger GlobalUnited StatesNew York City, NY2ParticipantApr 2025
Company VenturesUnited StatesNew York City, NY2ParticipantFeb 2024
ScOp Venture CapitalUnited StatesSanta Barbara, CA2ParticipantFeb 2024
MANTIS Venture CapitalUnited StatesLos Angeles, CA2ParticipantOct 2024

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Acquisitions by Rogo

Rogo has acquired 3 companies to date.

Last acquisition by Rogo was on August 11th 2026. Rogo acquired Rivanna AI for undisclosed valuation.


Latest Acquisitions by Rogo

Rivanna AI
Offset
Subset
Description
Rivanna is a developer of an artificial intelligence platform that assists private equity and private market investors with due diligence by reviewing data rooms, tracking processes, analyzing contracts, and extracting insights from financial and operational files. The system consolidates inputs from data rooms, meetings, calls, studies, and filings into a unified workspace that supports chat, matrix, spreadsheet, memo, and template workflows with source citations.
Offset builds learning AI agents that work inside institutional financial workflows for investment banking, private equity, hedge funds, and corporate finance. Founded by Raj Khare and Shiv Shrivastava, Offset was acquired by Rogo.
Subset is a Sydney-based financial modeling platform allowing collaborative budget building and scenario analysis without spreadsheets. Launched in 2021, it serves FP&A teams at venture-backed startups in Australia and the US, integrating live data from Google Sheets and QuickBooks for automated forecasts and variance tracking.
HQ CountryUnited StatesUnited StatesUnited States
HQ City
New York City, NY
San Francisco, CA
San Francisco, CA
Deal Date11 Aug 202611 Mar 20263 Sep 2025
Valuationundisclosedundisclosedundisclosed
EV/Revenue
EV/EBITDA

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Rogo Competitors

Rogo competitors include listed companies like Ncino and Alkami Technology, and private ones like Feedzai, Quantexa, Zest AI and 21Finance.

Public and private companies comparable to Rogo
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
FeedzaiPortugalCoimbraPrivate--$2B-
NcinoUnited StatesUnited StatesPublicly listed$595M$65M$2.3B4.0x
QuantexaUnited KingdomLondonPrivate$100M-$2.6B26.0x
Zest AIUnited StatesLos Angeles, CAPrivate$38M-$1.5B39.5x
21FinanceLiechtensteinLiechtensteinPrivate--$2B-
Alkami TechnologyUnited StatesUnited StatesPublicly listed$444M($27M)$2B4.5x

Rogo Public Comps

Rogo is still privately-owned, but its public comps include Alkami Technology, iFAST Corp, Haizhi, Computer Age Management Services, Diebold Nixdorf, Aisino, Porch Group, Ncino, Affle 3i and C3.ai.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Alkami Technology$444M($27M)5.1x4.5x(85.4x)26.5x
iFAST Corp$349M$106M3.7x2.7x12.2x8.9x
Haizhi$93M($30M)21.5x16.3x(67.1x)(440.4x)
Computer Age Management Services$158M$74M11.2x10.5x23.8x23.0x
Diebold Nixdorf$3.8B$329M0.7x0.7x8.6x5.5x
Aisino$828M($46M)1.6x-(29.5x)-
Porch Group$510M$79M4.0x4.1x25.7x18.4x
Ncino$595M$65M4.3x4.0x39.0x15.8x

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Common questions about Rogo

When was Rogo founded?Rogo was founded in 2022.
Where is Rogo headquartered?Rogo is headquartered in New York City, NY, United States.
Is Rogo publicly listed?No, Rogo is a private, VC-backed company.
What is Rogo's valuation?Rogo was last valued at $2B in its Series D in April 2026.
How much funding has Rogo raised?Rogo has raised $344M across 7 funding rounds.
What was Rogo's last funding round?Rogo's last funding round was a $30M undisclosed-stage round in September 2026.
Who are Rogo's investors?Rogo's investors include BoxGroup, Khosla Ventures, Positive Sum, JPMorgan Growth Equity Partners, Thrive Capital, AlleyCorp, Truist Ventures, Jack Altman, Sequoia Capital, Tiger Global and 18 others.
What is Rogo's revenue?Rogo's latest recorded revenue is $53M (September 2026).
Which companies are comparable to Rogo?Companies comparable to Rogo include Feedzai, Ncino, Quantexa, Zest AI, 21Finance and Alkami Technology.
How many companies has Rogo acquired?Rogo has acquired 3 companies, including Rivanna AI, Offset and Subset.

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