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Rogo

What Rogo does

Rogo is an enterprise AI platform purpose-built for financial institutions. The company positions its system as an “AI analyst” for deal and investment workflows—aiming to automate and speed up research, analysis, and the production of client-ready materials while maintaining enterprise controls such as data privacy, governance, and auditability. Rogo’s core product surfaces AI-driven workflows and outputs that are intended to fit how finance teams actually work (including structured “table” workflows and deliverables like decks, spreadsheets, and reports).

News

Company record

Sep 10, 2026 · Official · RogoThe World’s Leading Financial Institutions are Investing in Rogo

Rogo announced a strategic investment from Barclays, BNP Paribas (through its venture capital arm Opera Tech Ventures), Citi Ventures, MUFG Innovation Partners, Societe Generale, and Sixth Street co-founder Josh Easterly; Rogo frames this as a signal that AI for the industry is shifting from experimentation to infrastructure.

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Sep 01, 2026 · Official · RogoRogo Acquires Arvo: The AI Meeting Assistant for Financial Institutions

Rogo announced its acquisition of Arvo, describing Arvo as a finance-focused meeting assistant with configurable controls for retention, meeting restrictions, sensitive content, disclaimers, administrative oversight, and more; Rogo positions Arvo’s generated meeting context as feeding into Rogo workflows.

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Jul 16, 2026 · Official · RogoWelcoming Rogo’s new CTO: Joe Xavier

Rogo announced that Joe Xavier joined as Chief Technology Officer, describing his prior experience scaling engineering teams (Grammarly, Amazon, Twitter/X, Microsoft) and positioning the hire as part of Rogo’s technology and deployment expansion in AI for finance.

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Jun 22, 2026 · Official · RogoIntroducing Rogo’s Credit Center

Rogo announced Rogo’s Credit Center to help institutions manage and predict AI spend/consumption, with administrator visibility into usage across multiple organizational and business dimensions and configurable controls aligned to an institution’s operating model.

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Apr 29, 2026 · Official · RogoOur $160M Series D and the Road Ahead

Rogo announced $160M in new financing led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic and Positive Sum; Rogo states it is now deployed across many top investment banks, asset managers, and private equity firms.

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Apr 24, 2026 · Official · RogoGPT 5.5 Now Available in Rogo

Rogo announced that GPT 5.5 is now available in Rogo, describing its model-agnostic approach and Big Finance Benchmark for evaluating models across real financial workflows; Rogo also stated it is bringing GPT 5.5 to the 35,000 finance professionals who use Rogo.

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Jan 28, 2026 · Official · RogoScaling Rogo to Build the Future of Investment Banking: Our $75M Series C and European Expansion

Rogo announced a $75M Series C led by Sequoia Capital, with participation from Henry Kravis and Wells Fargo and continued support from previous investors, and described opening its first international office in London led by co-founder John Willett.

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Apr 30, 2025 · Official · RogoRogo Raises $50M Series B from Thrive Capital, J.P. Morgan, and Tiger Global to Build Financial AI

Rogo announced a $50M Series B led by Thrive Capital, with participation from J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures, and continued support from Khosla Ventures, BoxGroup, AlleyCorp, and others (as stated by Rogo).

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Source map · 2 recurring channels · 48 references
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Still resolving: Newsroom · Official X

Funding

Latest disclosed valuation$2B
Tracked capital$310.5M6 sourced rounds

What it builds

Rogo (AI Platform for Finance)

Rogo is positioned as an enterprise AI platform for finance that unifies content and data in one secure environment, supports workflow automation, and emphasizes transparent/auditable sources. It also includes integrations with financial data providers and tools intended to help generate finance deliverables.

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Felix

Felix is Rogo’s personalized agent intended to let finance professionals delegate more involved work to a dedicated agent and iterate on deliverables as they progress (including workflows aimed at decks, spreadsheets, and reports).

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Rogo Credit Center

Rogo’s Credit Center is described as a centralized system for understanding, forecasting, and governing AI consumption across an organization, with administrator visibility and configurable controls.

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Arvo (acquired; AI meeting assistant)

Arvo is described by Rogo as an AI meeting assistant built for financial institutions, including configurable controls aimed at compliance, meeting restrictions, sensitive-content handling, disclaimers, and administrative oversight; Rogo positions Arvo’s outputs as feeding meeting context into Rogo workflows.

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Milestones & partnerships