New updates have been reported about Rogo.
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Rogo has raised $160 million in a Series D round led by Kleiner Perkins, bringing its total funding above $300 million and providing capital to accelerate global expansion, strengthen relationships with large financial institutions, and scale its autonomous AI agent, Felix. The company positions itself as a long-term transformation partner for banks and investment firms that are rebuilding operating models around AI, including workflow redesign, staffing changes, and adoption of agentic systems across transactions and portfolios.
Serving more than 35,000 professionals at over 250 institutions, Rogo embeds its AI into daily workflows in origination, execution, advisory, and portfolio intelligence, with clients such as Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura. Rogo recently launched Felix, an agentic AI capable of autonomously performing multi-step financial tasks such as deal screening, CIM drafting, buyer outreach, and data room diligence, a level of critical workflow integration that Kleiner Perkins describes as akin to becoming an industry operating system and that CEO Gabriel Stengel says is enabling leading institutions to evolve from basic automation to fully AI-native firms.