Rogo, an artificial intelligence platform utilized by prominent financial institutions, announced on March 13, 2026, its acquisition of Offset, a company specializing in AI agent technology. Founded by Raj Khare and Shiv Shrivastava, Offset is known for developing learning agents that function directly within financial workflows, particularly in sectors such as investment banking, private equity, hedge funds, and corporate finance. This acquisition aims to integrate Offset’s technology into Rogo’s platform, thereby enhancing the efficiency of financial professionals by embedding intelligent systems directly into the tools they use daily.
The significance of this acquisition lies in the increasing demand for AI-driven tools capable of automating and refining intricate financial processes. By incorporating Offset’s agentic systems, which comprehend the structural logic of financial models, Rogo seeks to help finance professionals minimize errors and enhance their efficiency when managing and updating these models. This move is reflective of a broader trend within the financial sector toward adopting AI technologies that streamline operations.
Offset focuses on creating systems that develop memory related to the construction, updating, and maintenance of financial models over time. These systems integrate seamlessly into financial workflows, allowing analysts and investors to interact with AI that understands the foundational structure and logic of financial models instead of merely generating outputs externally. The merger of Offset’s agentic architecture with Rogo’s existing platform will combine their data integrations and distribution capabilities across global financial institutions, thereby bolstering Rogo’s market position.
Rogo is already a critical player in the financial technology landscape, serving notable clients such as Lazard, Moelis, Nomura, and Tiger Global. The company automates essential financial workflows, extracts market intelligence, and unifies financial data with auditable sourcing. Gabe Stengel, CEO and co-founder of Rogo, emphasized the importance of this acquisition, stating, “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.”
Raj Khare, co-founder of Offset, also shared his vision for the integration, saying, “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.”
This acquisition follows Rogo’s recent $75 million Series C funding round led by Sequoia Capital, reinforcing the company’s ambitions as a leading AI platform for finance. The integration of Offset’s advanced AI technology into Rogo’s offerings highlights the growing appetite within the financial sector for intelligent systems designed to automate and optimize complex workflows. As financial institutions increasingly turn to AI to enhance their operational capabilities, the partnership between Rogo and Offset positions them well to address these evolving needs.
Ultimately, the merger not only promises to enhance the tools available to finance professionals but also underscores the broader trend of integrating AI into daily financial operations. As the financial landscape continues to evolve, the collaboration between Rogo and Offset could serve as a benchmark for future advancements in the field, paving the way for more efficient and error-resistant financial practices.
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