Rogo has announced its acquisition of Offset, a company specializing in AI agents, founded by Raj Khare and Shiv Shrivastava. The deal aims to incorporate intelligent AI agents directly into the financial workflows prevalent in investment banking, private equity, hedge funds, and corporate finance. By integrating Offset’s technology into its existing platform, which currently serves over 25,000 finance professionals, Rogo intends to expedite the development of intelligent systems that seamlessly operate within the tools used by financial experts.
Financial institutions heavily rely on spreadsheets and presentations for constructing models, analyzing investments, and communicating results. However, the process of maintaining and updating intricate financial models can be both time-consuming and fraught with errors. Offset was developed to tackle these challenges by creating AI agents that comprehend the structure of financial models and adapt as those models evolve based on various assumptions, formulas, and outputs.
Offset’s platform focuses on agentic systems that retain memory regarding how financial models are built, updated, and maintained. These agents work within financial workflows, enabling analysts and investors to collaborate with AI systems that grasp the foundational logic and structure of financial models, rather than merely generating external outputs. This innovative approach could significantly reduce the cognitive load on finance professionals, allowing them to focus on strategic decision-making.
With the integration of Offset into Rogo’s platform, the company plans to merge Offset’s agentic architecture with its own data integrations, infrastructure, and distribution capabilities across global financial institutions. This strategic move follows Rogo’s recent $75 million Series C financing round, led by Sequoia, which further solidifies the company’s position as a key player in AI-driven financial services.
“Raj, Shiv, and their team bring invaluable technical depth in agentic systems. The foundation of Offset reflects the same belief we have at Rogo. The future of financial workflows will be powered by intelligent systems embedded directly in the tools professionals use every day. We are excited to build together as we continue expanding our platform,” said Gabe Stengel, CEO and Co-Founder of Rogo.
In a similar vein, Raj Khare, Co-Founder of Offset, remarked, “We built Offset around the idea that AI agents should operate directly inside financial workflows, not just generate outputs from the outside. Our focus has been on building an agentic platform that understands financial models structurally and can automate the workflows analysts rely on every day. Integrating this technology into the Rogo platform allows us to bring these systems to financial institutions at scale.”
The acquisition not only enhances Rogo’s technological capabilities but also represents a broader trend in the financial sector, where AI is increasingly being adopted to streamline operations and improve efficiency. As financial institutions continue to grapple with the complexities of data management and reporting, the demand for AI solutions that can integrate seamlessly into existing workflows is likely to grow.
Ultimately, the successful integration of Offset’s technology into Rogo’s platform could set a new standard for how financial professionals utilize AI in their daily operations. As markets evolve and the pace of technological advancement accelerates, this merger may prove pivotal in reshaping the landscape of financial services.
See also
Finance Ministry Alerts Public to Fake AI Video Featuring Adviser Salehuddin Ahmed
Bajaj Finance Launches 200K AI-Generated Ads with Bollywood Celebrities’ Digital Rights
Traders Seek Credit Protection as Oracle’s Bond Derivatives Costs Double Since September
BiyaPay Reveals Strategic Upgrade to Enhance Digital Finance Platform for Global Users
MVGX Tech Launches AI-Powered Green Supply Chain Finance System at SFF 2025
