Rogo Announces Acquisition of Offset
On March 13, 2026, Rogo, an AI platform used by leading financial institutions, announced its acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava, according to PR Newswire. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance. Rogo will integrate Offset’s technology into its platform, which is used by more than 25,000 finance professionals, to accelerate its roadmap for delivering intelligent systems embedded in daily financial tools.
Offset’s Technology and Focus
Offset builds AI agents that understand financial models structurally and learn how these models evolve across assumptions, formulas, and outputs. These agents address challenges in maintaining complex financial models by operating directly within workflows, rather than generating outputs externally. Offset’s platform emphasizes agentic systems that develop memory about the construction, updating, and maintenance of financial models over time, enabling automation in financial analysis and decision-making.
Integration and Rogo’s Platform
With the acquisition, Rogo plans to combine Offset’s agentic architecture with its own platform, data integrations, and distribution across global financial institutions. Rogo’s platform already integrates with partners such as OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet, and PitchBook, and is used by institutions including Lazard, Moelis, Nomura, and Tiger Global. This move follows Rogo’s recent $75 million Series C financing led by Sequoia, as stated in the announcement.
Statements from Company Leaders
Gabe Stengel, CEO and Co-Founder of Rogo, noted that Offset’s team brings technical depth in agentic systems, aligning with Rogo’s vision for intelligent systems in financial tools. Raj Khare, Co-Founder of Offset, explained that their platform was designed for AI agents to operate inside financial workflows, focusing on structural understanding of models, according to PR Newswire. Rogo is backed by investors including Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, and Tiger Global, while Offset’s systems aim to adapt to evolving financial analysis.
