Rogo Raises $160 Million Series D to Expand AI Platform for Finance

Rogo has raised 160 million dollars in Series D funding to expand its AI platform for financial institutions, announced in a press release. The round was 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 new funding brings Rogo's total capital to more than 300 million dollars. The company said it will use the funds to strengthen partnerships with leading financial institutions, accelerate international growth, and scale its AI agent, Felix. Rogo’s platform serves over 35,000 professionals across more than 250 institutions, including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura.

Rogo’s platform enables financial professionals to automate research and execution tasks using AI agents capable of handling complex, multi-step processes such as deal screening, buyer outreach, and data diligence. The company positions its system as a core operating platform for financial workflows across origination, advisory, and portfolio management.