Rogo

Rogo is a generative artificial intelligence platform purpose built for finance, used by more than thirty five thousand professionals at over two hundred fifty investment banks, private equity firms, and asset managers, including Rothschild and Co, Jefferies, Lazard, Moelis, and Nomura. Founded by chief executive Gabriel Stengel, chief operating officer John Willett, and chief technology officer Tumas Rackaitis, who met at Princeton and worked at Lazard and J.P. Morgan, the company raised a hundred sixty million dollar Series D led by Kleiner Perkins in 2026, bringing total funding past three hundred million dollars. Rogo is OpenAI's premier finance partner.

The platform runs on custom trained financial reasoning models, layering OpenAI's o series with Rogo's own fine tuned and distilled models so routine work goes to fast, cheap models while high stakes analysis gets the most advanced reasoning. On top of that sits an agent framework that handles multi step query planning, context management, and search across more than fifty million financial documents. Rogo integrates deeply with external data providers like FactSet, S&P Global, Capital IQ, and Crunchbase, and with internal systems including customer relationship management platforms, SharePoint, iManage, and virtual data rooms, and every answer is grounded with citations back to the source so bankers can trust and audit it.

Its agent, Felix, handles complex multi step financial tasks without human intervention, spanning deal screening, buyer outreach, data room diligence, and the generation of confidential information memoranda. Felix can be reached by email and tailors its output to the sender's role, and it goes beyond first draft work to do structural editing on decks and memoranda, checking consistency across slides, validating financial figures against source data, and applying house style formatting. Rogo also generates dense Excel financial models, a capability it deepened by acquiring the startup Offset, whose technology automatically updates models when new information arrives.

Rogo sells exclusively to financial institutions and is built around the security and compliance those buyers demand. It carries SOC 2 Type II, ISO 27001, and a General Data Protection Regulation data processing agreement, with granular permission controls, role based access, comprehensive audit trails, and customizable governance policies. For its largest customers it offers single tenant deployment, zero data retention, and bring your own key options, and it runs on Amazon Web Services with Nitro Enclaves that can lock Rogo out of its own environment so a customer holds the keys to its data.