Today, we’re announcing that Rogo has raised a $75 million Series C led by Sequoia Capital, with participation from Henry Kravis and Wells Fargo, and continued support from previous investors Thrive Capital, Khosla Ventures, Tiger Global, and J.P. Morgan, bringing our total funding to more than $165 million. We’re also opening our first international office in London, led by my co-founder John Willett.

We’ll use this capital to scale the world’s first truly agentic end-to-end AI system for financial workflows and to expand deployment of that system across large firms globally. This funding will immediately accelerate our expansion into Europe. Over the next year, John will be on the ground to partner with European financial institutions on advancing their AI priorities.

A Thought Partner for Decision Makers

When we started Rogo, the prevailing narrative around AI in finance was about automating junior work: replacing analysts, cutting headcount, doing the same tasks faster and cheaper. That was never our vision.

The most sophisticated users of our platform are using our platform to do their jobs not just many times cheaper, but many times better. Managing directors preparing for client meetings. Partners stress-testing deal theses. Portfolio managers pressure-testing investment frameworks. Rogo has become a “partner to partners,” a thought partner for the people advising clients and executing transactions. 

With more than 25,000 financial professionals using Rogo daily, our platform supports dealmakers at firms, including Rothschild, Jefferies, Lazard, and more. 

Our team brings together former bankers, investors, and applied AI experts who understand the nuance and complexity of high-finance workflows – and why generic AI chatbots break down. That combination is our edge. 

“Rogo has done something rare, building a product that the most demanding institutions in finance actually trust and rely on. The combination of deep technical talent and real financial expertise isn’t something you can easily replicate. It's why the best firms keep choosing them.” 

— Brian Halligan, Partner, Sequoia Capital

Our enterprise-grade security and white-glove partnership have always been core to how we work. This will be even more true as we scale globally.

Four years ago, we asked some of the best firms in the world to take a chance on us. They did. This funding is a reflection of what that trust has built and a commitment to keep earning it.