Rogo Raises $160M to Build the AI Operating System for Wall Street
Rogo closed a $160M Series D led by Kleiner Perkins to scale Felix, its agentic AI for investment banking, now used by 35,000 professionals across top banks and private equity firms.
Rogo, the agentic AI platform purpose-built for financial services, has closed a $160 million Series D round led by Kleiner Perkins, the company announced on April 29. Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic, and Positive Sum joined the round, bringing Rogo's total funding to more than $300 million.
The startup says its platform is now used by more than 35,000 professionals at the world's leading investment banks, private equity firms, and asset managers. The fresh capital will go toward global expansion, deeper integrations with financial institutions, and scaling Felix — the company's agentic AI introduced earlier this year that can carry out multi-step finance workflows autonomously, from deal screening and CIM generation to buyer outreach and data-room diligence.
Unlike horizontal AI assistants, Rogo has been built around the specific data, document types, and compliance constraints that govern banking workflows. Felix is designed to work across the messy stack of pitchbooks, financial models, and confidential information memoranda that bankers grind through, with permissioning and audit trails layered in to satisfy risk teams. That vertical focus has made Rogo a poster child for the bet that wins in enterprise AI will go to companies that own a single industry's workflow rather than serve everyone shallowly.
"Rogo has built an AI platform that the most demanding institutions in finance trust with their most critical workflows," said Mamoon Hamid, Partner at Kleiner Perkins, in a statement accompanying the announcement. "When a platform becomes the operating system for an entire industry, the opportunity is generational." The Series D arrives as funding pours into vertical AI agents tailored to law, medicine, and finance, with Rogo joining a small cluster of companies — including the AI-native law firm Manifest — that are racing to define what an agent-first professional services stack looks like.
