Rogo Raises $160M in Series D Funding Led by Kleiner Perkins

The company plans to use the funds to speed up global expansion, strengthen partnerships with financial institutions, and scale its AI agent, Felix.

This investment comes at a time when AI in financial services is reaching a turning point. Leading firms are redesigning how they operate—changing workflows, restructuring teams, and using AI agents to handle tasks across transactions, portfolios, and client relationships.

Rogo helps financial institutions adopt AI over the long term by providing advanced AI agents, expert teams, and deep knowledge across finance, security, legal, and regulatory areas.

Rogo builds its platform to align with how financial institutions operate and make decisions. It recently launched Felix, an AI agent that can handle complex, multi-step tasks independently, such as deal screening, creating CIMs, reaching out to buyers, and managing due diligence.

More than 35,000 financial professionals at over 250 institutions—including Rothschild & Co, Jefferies, Lazard, Moelis & Company, and Nomura—use Rogo in their daily work for deal sourcing, execution, advisory, and portfolio analysis.

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"The world's most sophisticated financial institutions are fundamentally reshaping how they operate using AI, and they're choosing to do it with Rogo," said Gabriel Stengel, CEO and Co-Founder of 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."

"Rogo has built an AI platform that the most demanding institutions in finance trust with their most critical workflows," said Mamoon Hamid, Partner at Kleiner Perkins. "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."

About Rogo

Founded in 2021, by Gabriel Stengel, Rogo is a generative AI platform for financial services. It is used by over 35,000 professionals at leading investment banks, private equity firms and asset managers. The platform combines financial AI models with deep data integrations to automate research, accelerate workflows, and deliver high quality insights.

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