According to VentureBeat monitoring, Rogo, an AI platform designed for high-frequency financial scenarios, announced the completion of a $160 million Series D funding round, led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, Khosla Ventures, J.P. Morgan, and others. In late January of this year, Rogo had just completed a $75 million Series C funding round, with less than a three-month interval between the two rounds. With this latest funding, the company has raised over $300 million to date.
Rogo simultaneously launched Felix, a personal finance Agent platform. The system's design philosophy has shifted from "answering questions like a search engine" to "delegating tasks like sending an email to a colleague." Investment bankers and analysts can delegate multi-step tasks such as modeling, financial report lookup, and slide deck creation to Felix for execution, communicating iteratively with it during the process, freeing up time for high-leverage activities like client communication. Currently, the platform is used by over 35,000 professionals from more than 250 top investment banks, asset management firms, and private equity organizations.
