Rogo, an AI platform used by leading financial institutions, has announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava.
By bringing Offset into Rogo, the company will combine Offset’s agentic architecture with Rogo’s platform, data integrations, and distribution across global financial institutions.
This acquisition follows Rogo’s recent $75 million Series C funding led by Sequoia, which has strengthened its position as a leading AI platform for finance.
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Offset develops AI agents that work directly within financial workflows for investment banking, private equity, hedge funds, and corporate finance. Its platform uses agentic systems that build memory of how financial models are created, updated, and maintained over time, allowing analysts and investors to interact with AI that understands the structure and logic of the models, rather than just producing outputs externally.
Financial institutions rely on spreadsheets and presentations to build models, analyze investments, and share results. However, keeping complex financial models up to date is time-consuming and error-prone. Offset addresses this problem by creating AI agents that understand the structure of financial models and learn how financial work changes across assumptions, formulas, and outputs.
“Raj, Shiv, and their team bring strong expertise in agentic systems,” said Gabe Stengel, CEO and Co-Founder of Rogo. “Offset approach matches our vision that the future of financial workflows will be driven by intelligent systems built directly into the tools professionals use daily. We’re excited to collaborate and grow our platform together.”
“Offset was built on the idea that AI agents should work directly within financial workflows, not just produce outputs externally,” said Raj Khare, Co-Founder of Offset. “Our platform understands financial models structurally and can automate the workflows analysts rely on daily. Integrating this technology with Rogo lets us bring these systems to financial institutions at scale.”
About Rogo
Founded in 2021 Rogo is an AI platform serving investment banks, private equity firms, and hedge funds. Top financial institutions like Lazard, Moelis, Nomura, and Tiger Global use Rogo to work faster and more efficiently. Its AI models and agents automate key financial workflows, provide market intelligence and unify financial data with auditable sourcing. The platform integrates with partners and data providers such as OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet, and PitchBook. Investors, including Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, Tiger Global, and others, back Rogo.
About Offset
Founded by Raj Khare and Shiv Shrivastava, Offset is an AI agent company that builds learning systems for financial workflows. Its agentic systems are designed to understand and manage complex financial models, allowing AI to adapt to the changing structure of financial analysis and decision-making.
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