Rogo
Summary active Updated Apr 29, 2026This profile is AI-generated. If you spot an error, please help us fix it by sharing a URL to the correct information.
Investors
About
Rogo is a New York-based agentic AI platform built for financial services, used by more than 35,000 professionals at over 250 institutions including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura 12. Its AI agent Felix executes multi-step financial workflows autonomously — from deal screening and CIM generation to buyer outreach and data room diligence 12.
Funding History
| Date | Round | Amount | Lead | Co-investors |
|---|---|---|---|---|
| 2025-04-30 | Series B | $50M | Thrive Capital | J.P. Morgan Growth Equity Partners, Tiger Global, Positive Sum Ventures, Khosla Ventures, BoxGroup, AlleyCorp 345 |
| 2026-04-29 | Series D | $160M | Kleiner Perkins | Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic, Positive Sum 12 |
What Investors Say
No independently sourced investor quotes found for this round.
What Founders Say
No independently sourced founder quotes found for this round.
Sources
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PR Newswire, “Rogo Raises $160M Series D to Scale the Agentic Platform for Finance,” April 29, 2026. https://www.prnewswire.com/news-releases/rogo-raises-160m-series-d-to-scale-the-agentic-platform-for-finance-302756546.html↩↩↩
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Kleiner Perkins, “Rogo: The AI Platform for Global Finance,” April 29, 2026. https://www.kleinerperkins.com/perspectives/rogo-the-ai-platform-for-global-finance/↩↩↩
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Rogo, “Rogo Raises $50M Series B from Thrive Capital, J.P. Morgan, and Tiger Global to Build Financial AI,” April 30, 2025. Accessed May 2026. https://rogo.ai/news/rogo-announces-50m-series-b — Confirms April 30, 2025 announcement; $50M Series B led by Thrive Capital; participation from J.P. Morgan Growth Equity Partners, Tiger Global, Positive Sum Ventures; existing investors Khosla Ventures, BoxGroup, and AlleyCorp also participated; total funding to $75M. ↩
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Wilson Sonsini, “Wilson Sonsini Advises J.P. Morgan Growth Equity Partners on Rogo’s $50 Million Series B,” April 30, 2025. Accessed May 2026. https://www.wsgr.com/en/insights/wilson-sonsini-advises-jp-morgan-growth-equity-partners-on-rogos-dollar50-million-series-b.html — Legal counsel confirmation of April 30, 2025 close; $50M led by Thrive Capital with J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures. ↩
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FinTech Global, “Financial AI innovator Rogo raises $50m in Series B round led by Thrive Capital,” May 2, 2025. Accessed May 2026. https://fintech.global/2025/05/02/financial-ai-innovator-rogo-raises-50m-in-series-b-round-led-by-thrive-capital/ — Independent press confirmation of $50M Series B led by Thrive Capital with new investors J.P. Morgan, Tiger Global, Positive Sum Ventures and existing investors Khosla, BoxGroup, AlleyCorp. ↩