Rogo Raises $160M Series D
Analysis based on 6 articles · First reported Apr 29, 2026 · Last updated Apr 30, 2026
The successful Series D funding round for Rogo, led by Kleiner Perkins, signals strong investor confidence in the growth of AI solutions within financial services. This investment will enable Rogo to expand its global reach and enhance its AI agent, Felix, potentially increasing efficiency and reshaping operating models for financial institutions like Rothschild & Co, Jefferies, and Lazard.
Rogo, an AI platform designed for finance, has successfully raised $160 million in a Series D funding round. This round was led by Kleiner Perkins, with significant participation from other venture capital firms including Sequoia Capital, Thrive Capital, Khosla Ventures, and J.P. Morgan Growth Equity Partners. The new capital brings Rogo's total funding to over $300 million. The funds will be used to accelerate Rogo's global expansion, strengthen its partnerships with leading financial institutions, and scale its AI agent, Felix. Felix is an agentic AI capable of autonomously executing complex, multi-step financial processes such as deal screening and data room diligence. Over 35,000 financial professionals at more than 250 institutions, including Rothschild & Co, Jefferies, Lazard, Actis, and Nomura Holdings, currently utilize Rogo's platform. This investment highlights a pivotal moment for AI in financial services, as firms increasingly adopt AI-native operating models.
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