Finance Agent Platform Rogo raises $160 million in Series D funding, completing two funding rounds in less than three months

According to Beating Monitoring, the AI platform Rogo, designed specifically for high-frequency financial scenarios, announced the completion of a $160 million Series D funding round led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan, and others. In late January this year, Rogo just completed a $75 million Series C funding round, less than three months apart from the previous round. To date, the company’s total funding exceeds $300 million.

Rogo simultaneously launched Felix, a financial agent platform aimed at individuals. The system’s design philosophy shifted from “question-and-answer like a search engine” to “delegating tasks like sending emails to colleagues.” Investment bankers and analysts can delegate multi-step process tasks such as building models, checking financial reports, and preparing PPTs to Felix for execution, and communicate and iterate with it during the process, freeing up time for high-leverage work like client communication. Currently, this platform is used by over 25,000 professionals across more than 250 top investment banks, asset management firms, and private equity institutions.