Rogo buys offset to bring AI agents into financial workflows

Rogo, an AI platform for financial institutions, has acquired Offset, a company specializing in AI agents designed for financial workflows, on March 13, 2026. Offset, founded by Raj Khare and Shiv Shrivastava, develops systems that integrate directly into tools used by investment banks, private equity firms, and hedge funds to automate model updates, analysis, and maintenance. The acquisition aims to enhance Rogo's platform, which is currently used by over 25,000 finance professionals, by embedding intelligent systems into core financial workflows.

Offset's technology focuses on agentic systems capable of understanding the structural logic of financial models, learning from evolving assumptions, and automating repetitive tasks. This approach addresses challenges in maintaining complex spreadsheets and presentations, which remain central to financial analysis but are prone to errors and inefficiencies. Rogo's CEO, Gabe Stengel, emphasized that the integration aligns with the company's vision of embedding AI directly into tools used daily by financial professionals.

The acquisition follows Rogo's $75 million Series C funding round led by Sequoia Capital, underscoring investor confidence in AI-driven financial workflows. Rogo's platform, already adopted by institutions such as Lazard, Moelis, and Nomura, combines AI models with data integrations from providers like LSEG and S&P Global to streamline research and decision-making. By merging Offset's agentic architecture with Rogo's existing infrastructure, the company aims to expand its capabilities in automating financial workflows while maintaining security and auditability.

This development reflects growing interest in AI applications tailored to finance, where manual processes still dominate despite advancements in technology.