Rogo
Founded 2022 by Gabriel Stengel (ex-Lazard + Stanford); AI agent purpose-built for investment-banking workflows — comps, precedent transactions, IC memo drafting. $50M Series B Mar-2025 ($350M val; Khosla + Thrive Capital + Tiger Global). Customer base: 25+ IBs including Lazard, Tiger Global, Hellman & Friedman.
Active · Verified 2026-10-28 · fresh as of 2026-10-28 · 20 cited facts, 0 with a third-party source · 1 recorded change · Suggest a correction
At a glance
- Type
- Investment-banking AI agent vendor fix
- Tier
- T2
- Created
- 2022 (founded) vendor fix
- Latest release
- not applicable — wrong section fix
- License
- not applicable — not OSS fix
- GitHub
- not applicable — no GitHub repo fix
- Pricing
- not applicable — wrong section fix
- Funding
- $160M Series D Apr-2026 (led by Kleiner Perkins; Sequoia, Thrive, Khosla, J.P. Morgan Growth Equity Partners participated); prior $75M Series C vendor fix
- Freshness
- 2026-10-28 fix
- Layer
- agent-infra repo fix
- Licensing
- commercial vendor fix
- Compliance
- ccpa, gdpr, iso27001, iso42001, soc2-type2 vendor fix
When to use
Optimised for: investment-banking-specific AI agent (M&A / capital markets / PE)
Anti-fit: not applicable — wrong section
Pros & cons
Pros
Most-discussed finance-AI agent 2024-25; founder ex-Lazard pedigree; top-tier IB customer roster.
Cons
High-end IB ICP narrows TAM; enterprise sales-cycle dependency; price-point reserved for top-tier.
Claims & capabilities
$50M Series B Mar-2025 ($350M val; Khosla + Thrive + Tiger Global); 25+ IBs including Lazard, Tiger Global, H&F
Technical surface
- API surface
- not applicable — wrong section
- Backend storage
- not applicable — wrong section
- Deployment
- Managed-only — SaaS platform
- Embedding model
- not applicable — not a memory product
- Multi-tenancy
- not applicable — wrong section
- MCP
- not applicable — wrong section
- A2A
- not applicable — wrong section
- OpenTelemetry
- not applicable — wrong section
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Sources (19 cited facts, 0 third-party)
Each fact links to the page it came from; the badge says who published it (how to read sources).
- What it is Investment-banking AI agent vendor
- What it does & what's distinct Founded 2022 by Gabriel Stengel (ex-Lazard + Stanford); AI agent purpose-built for inves… vendor
- Claims / benefits $50M Series B Mar-2025 ($350M val; Khosla + Thrive + Tiger Global); 25+ IBs including La… vendor
- Created 2022 (founded) vendor
- Funding $160M Series D Apr-2026 (led by Kleiner Perkins; Sequoia, Thrive, Khosla, J.P. Morgan Gr… vendor
- Customers / scale Lazard, Tiger Global, Hellman & Friedman + 25+ IBs vendor
- Compliance SOC 2 Type II vendor
- Deployment Managed-only — SaaS platform vendor
- HQ New York vendor
- Founders / pedigree Gabriel Stengel (CEO; ex-Lazard); John Wilemon (CTO; ex-Bridgewater) vendor
- Optimised for investment-banking-specific AI agent (M&A / capital markets / PE) vendor
- Pros Most-discussed finance-AI agent 2024-25; founder ex-Lazard pedigree; top-tier IB custome… vendor
- Cons High-end IB ICP narrows TAM; enterprise sales-cycle dependency; price-point reserved for… vendor
- Project & sources rogo.ai/ vendor
- architecture-deployment-locus cloud vendor
- licensing-bucket commercial vendor
- positioning-platform-vs-product product vendor
- taxonomy-three-layer-rollup agent-infra repo
- compliance-certifications ccpa,gdpr,iso27001,iso42001,soc2-type2 vendor
What changed
Changes to this record's lifecycle, licence, release, pricing and hosting facts, from the catalog's git history. Subscribe (Atom)
- 2026-10-28
- Homepage “https://rogo.ai/” → “https://rogo.com/”
- Funding / ownership “$50M Series B Mar-2025 ($350M val; Khosla + Thrive + Tiger)” → “$160M Series D Apr-2026 (led by Kleiner Perkins; Sequoia, Thrive, Khosla, J.P. Morgan Growth Equity Partners participated); prior $75M Series C” source
- Deployment “SaaS” → “Managed-only — SaaS platform” source