Rogo Acquires Offset to Bring AI Agents into Financial Workflows

Rogo, an AI platform used by leading financial institutions, announced on March 13, 2026, the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava, according to PR Newswire. Offset develops learning agents that operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance, aiming to integrate this technology into Rogo’s platform used by more than 25,000 finance professionals.

Acquisition Details

With the acquisition, Rogo plans to combine Offset’s agentic architecture with its own platform, data integrations, and distribution across global financial institutions. Offset’s technology focuses on AI agents that understand financial models structurally, learning how they evolve through assumptions, formulas, and outputs to address the challenges of maintaining complex models in spreadsheets and presentations. Gabe Stengel, CEO and Co-Founder of Rogo, stated that Offset’s team brings technical depth in agentic systems, aligning with Rogo’s goal to deliver intelligent systems embedded in daily tools.

Technology Integration

Offset builds agentic systems that develop memory about how financial models are constructed, updated, and maintained over time, allowing these agents to operate within workflows rather than generating external outputs. Raj Khare, Co-Founder of Offset, explained that their platform was designed to automate workflows analysts rely on by structurally understanding financial models. This integration follows Rogo’s $75 million Series C financing led by Sequoia, which reinforces its position as a leading AI platform for finance, according to PR Newswire.

Company Backgrounds

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 data providers such as LSEG and FactSet. The company is backed by investors including Thrive Capital and Khosla Ventures. Offset, founded by Khare and Shrivastava, specializes in learning systems for financial workflows, enabling AI to adapt to the evolving structure of financial analysis. As widely known in the AI sector, acquisitions like this often aim to scale innovative technologies, though specifics here are drawn from the announcement.

Strategic Context

This move accelerates Rogo’s roadmap to embed AI directly into tools financial professionals use, building on Offset’s focus on agentic platforms that handle error-prone tasks in financial modeling. The acquisition enhances Rogo’s capabilities by incorporating Offset’s structural understanding of models, potentially streamlining operations for finance teams.