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Rogo

Category: AI in Fintech

A secure, enterprise-grade generative AI platform purpose-built for elite financial institutions to automate complex research, financial modeling, and data-intensive workflows. Rogo was founded in 2022. The company is led by Gabriel Stengel. Based in New York, USA. Team size: 50-100. Total funding raised: $154.0M. Latest round: Series C, $75.0M, 2026-01, led by Undisclosed. Key investors include Khosla Ventures, Thrive Capital, AlleyCorp, BoxGroup, Scifi VC, Eric Schmidt.

Founded
2022
Headquarters
New York, USA
Team size
50-100
Total funding
$154.0M

Value proposition

Empowers financial professionals to automate the creation of pitchbooks, CIMs, and industry reports while providing high-accuracy financial reasoning and secure access to internal and external data.

Products and solutions

Generative AI Analyst (Core Platform), Automated Pitchbook & CIM Generator, Deep Research Engine (OpenAI o1 integrated), Financial Modeling & Data Extraction Suite, HoldingsInsight (Portfolio Data Enrichment Tool)

Unique value

Often cited as 'Wall Street's First AI Analyst,' Rogo is built by former investment bankers specifically to handle the high-security, high-accuracy requirements of elite finance that general-purpose LLMs cannot meet.

Target customer

Investment banks, hedge funds, private equity firms, and asset management institutions.

Industries served

Investment Banking, Private Equity, Hedge Funds, Asset Management, Fintech

Technology advantage

Utilizes a proprietary knowledge graph connected to hundreds of millions of financial documents and integrates directly with gold-standard data providers (LSEG, S&P, FactSet) to ensure citation-backed, hallucination-resistant outputs.

How they differentiate

Rogo differentiates itself as 'Wall Street's First AI Analyst,' focusing on high-accuracy financial reasoning and the automation of complex work products like pitchbooks and CIMs, rather than just search. It utilizes a proprietary knowledge graph and secure, hallucination-resistant architecture integrated with gold-standard data from LSEG and S&P Global.

Main competitors

Hebbia, AlphaSense, FinChat.io, Bloomberg (BloombergGPT)

Key partnerships

LSEG (London Stock Exchange Group) - Strategic data integration, OpenAI - Strategic collaboration for deep research capabilities, Quartr - Live earnings call and IR data integration, AWS & Google Cloud - Infrastructure and secure AI modeling (Bedrock/Vertex AI), S&P Global & PitchBook - Financial data licensing

Notable customers

Lazard, Top-tier Investment Banks, Global Hedge Funds, Private Equity Firms

Major milestones

Founded in 2022 by former Lazard and JPMorgan analysts., Launched the first generative AI platform purpose-built for elite finance., Raised $18.5M Series A led by Khosla Ventures in October 2024., Integrated OpenAI o1 for deep financial research capabilities., Raised $75M Series C in January 2026 to scale global operations.

Growth metrics

Scaled from zero to multi-million dollar ARR within the first year of product launch; team size expanded to 50-100 employees.

Market positioning

Premium enterprise-grade generative AI platform for elite financial institutions (Tier 1 investment banks, hedge funds, and private equity).

Geographic focus

Global, with a primary focus on major financial hubs in North America (New York) and Europe (London).

Patents and IP

No registered patents disclosed; holds trademarks for 'ROGO DATA' and relies on proprietary financial reasoning models and secure architecture.

About Gabriel Stengel

Gabriel Stengel is the Co-Founder and CEO of Rogo. Prior to founding the company, he served as an Investment Banking Analyst at Lazard, where he focused on M&A and strategic advisory. He holds a Bachelor of Arts in Economics from Princeton University. His experience at Lazard, dealing with the manual intensity of financial analysis, served as the primary catalyst for building Rogo's AI-driven automation platform.

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