Rogo has acquired Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava, to integrate advanced learning agents directly into financial workflows. The acquisition strengthens Rogo's platform, used by over 25,000 finance professionals, by embedding intelligent systems that understand and maintain complex financial models within tools like spreadsheets and presentations.
Quick Intel
Rogo, the AI platform trusted by leading investment banks, private equity firms, and hedge funds, has acquired Offset to enhance its capabilities in agentic AI for finance. Offset's technology enables AI agents to function natively within financial workflows, addressing persistent challenges in model building, maintenance, and updating that remain labor-intensive and prone to errors.
Financial professionals rely on spreadsheets and presentations for investment analysis, modeling, and communication. Offset's learning agents go beyond external generation by developing structural understanding and memory of how models evolve—including assumptions, formulas, dependencies, and outputs. This allows AI to automate updates, detect inconsistencies, and adapt intelligently as financial analysis changes, improving accuracy and efficiency.
The integration of Offset's agentic architecture with Rogo's existing platform, data integrations, and broad distribution will accelerate delivery of embedded intelligence directly into the tools finance teams use daily. This move aligns with Rogo's vision of unifying financial workflows through auditable, intelligent systems.
"Raj, Shiv, and their team bring invaluable technical depth in agentic systems," said Gabe Stengel, CEO and Co-Founder of Rogo. "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."
"We built Offset around the idea that AI agents should operate directly inside financial workflows, not just generate outputs from the outside," said Raj Khare, Co-Founder of Offset. "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 builds on Rogo's recent $75 million Series C financing round led by Sequoia, reinforcing its momentum in delivering AI solutions for high-stakes financial environments.
About Rogo
Rogo is the AI platform for investment banks, private equity firms, and hedge funds. Leading financial institutions including Lazard, Moelis, Nomura, and Tiger Global use Rogo to move faster and operate more efficiently. Rogo's AI models and agents automate core financial workflows, surface market intelligence, and unify financial data with auditable sourcing. The platform integrates with technology partners and industry data providers including OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet, and PitchBook. Rogo is backed by investors including Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, Tiger Global, and others.
About Offset
Offset is an AI agent company founded by Raj Khare and Shiv Shrivastava focused on building learning systems that operate inside financial workflows. The company develops agentic systems designed to understand and maintain complex financial models, enabling AI to adapt to the evolving structure of financial analysis and decision-making.
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