Rogo Acquires Offset for AI-Enhanced Financial Workflows

Rogo, an AI platform used by leading financial institutions, announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava, on March 13, 2026, to integrate Offset’s technology into Rogo’s platform and accelerate its roadmap for intelligent systems in finance. This acquisition follows Rogo’s recent $75 million Series C financing led by Sequoia, according to PR Newswire.

The Acquisition Details

Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance, addressing challenges in maintaining complex financial models. Rogo plans to integrate Offset’s agentic systems, which understand the structural logic of financial models and learn from their evolution, into its platform used by more than 25,000 finance professionals. Gabe Stengel, CEO and Co-Founder of Rogo, stated that Offset’s team brings technical depth in agentic systems, aligning with Rogo’s focus on embedding AI directly into financial tools.

Integration of Offset’s Technology

Offset’s platform creates AI agents that develop memory about how financial models are constructed, updated, and maintained over time, allowing them to automate workflows within spreadsheets and presentations. By combining Offset’s architecture with Rogo’s existing platform, data integrations, and distribution across global financial institutions, the acquisition aims to deliver systems that enable analysts and investors to work with AI understanding the underlying structure of models. Raj Khare, Co-Founder of Offset, noted that their technology was built to operate inside financial workflows rather than generate external outputs, facilitating automation at scale within Rogo’s ecosystem, according to PR Newswire.

Company Backgrounds and Strategic Context

Rogo serves investment banks, private equity firms, and hedge funds, with users including Lazard, Moelis, Nomura, and Tiger Global, and integrates with partners like OpenAI, Google Gemini, and FactSet to automate workflows and unify financial data. Offset focuses on building learning systems that adapt to the evolving structure of financial analysis, as founded by Khare and Shrivastava. As a widely-known trend in the tech sector, AI acquisitions like this one reflect ongoing efforts to embed intelligent automation in specialized industries such as finance. Rogo is backed by investors including Thrive Capital and Khosla Ventures, while this deal reinforces its expansion strategy post-Series C funding, according to PR Newswire.

Recent Developments for Rogo

The acquisition builds on Rogo’s position as a leading AI platform for finance, following its $75 million Series C round, which supports further innovation in areas like market intelligence and data unification. Rogo’s technology automates core financial tasks and integrates with industry providers such as LSEG and PitchBook, enhancing its offerings for financial professionals.