Rogo, the leading AI platform purpose-built for financial services, today announced the closing of a $160 million Series D funding round.

The round was led by Kleiner Perkins, with participation from Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, BoxGroup, Mantis VC, Jack Altman, Evantic, and Positive Sum.

The new capital values the company at $2 billion post-money and brings total funding raised to more than $300 million.

Rogo delivers an agentic AI operating system designed specifically for investment banks, private equity firms, and asset managers.

Its flagship AI agent, Felix, autonomously executes complex, high-stakes financial workflows, including building detailed financial models, creating pitch decks and client memos, generating confidential information memoranda (CIMs), conducting data room diligence, and managing buyer outreach.

“Felix gives finance professionals superpowers,” said Gabriel Stengel, CEO and co-founder of Rogo.

“It handles the repetitive, time-consuming work so bankers and investors can focus on high-value strategy, client relationships, and decision-making.”

More than 35,000 finance professionals already trust the platform across over 250 leading global financial institutions.

Proceeds from the Series D will fuel international expansion into EMEA and Asia, deepen enterprise system integrations, and accelerate the development of new AI capabilities within Felix.

Mamoon Hamid, Partner at Kleiner Perkins, said: “Rogo has built an AI platform that the most demanding institutions in finance trust with their most critical workflows.”

The significant rise underscores surging investor confidence in vertical AI solutions that deliver measurable productivity gains in highly regulated, high-value sectors such as investment banking and private equity.

Founded in 2021 and headquartered in New York City, Rogo continues to lead the convergence of artificial intelligence and modern financial services.