Investment Rationale · Kleiner Perkins
Why the firm invested
Kleiner Perkins led Rogo's Series D funding round.
We’re thrilled to lead Rogo’s Series D and partner with Gabe, John, Tumas, and the entire team.
Product
Rogo's AI agents execute full financial workflows including running comps, building models, drafting memos, preparing pitchbooks, and screening deals.
Built for finance from the ground up, its agents execute full workflows: running comps, building models, drafting memos, preparing pitchbooks, screening deals.
Rogo delivers outputs formatted in client templates across Excel, PowerPoint, and Word that satisfy institutional auditability and citation standards.
Every output meets the auditability and citation standards institutional clients demand, formatted in the firm’s own templates and house style, delivered in Excel, PowerPoint, and Word.
Rogo's Felix agent enables bankers to delegate tasks by email and receive completed work continuously.
With Felix, Rogo’s newest agent, bankers can delegate tasks by email the way they would to a junior analyst and get back finished work around the clock.
Traction
More than 35,000 bankers and investors use Rogo daily across major firms including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura.
More than 35,000 bankers and investors use Rogo daily across firms including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura, from junior analysts to senior partners.
Team
Rogo's founding team possesses combined expertise in finance and artificial intelligence.
Rogo’s founding team combines deep expertise in finance and AI, and the results speak for themselves.
What founders can learn
- What actually moved the decision: Kleiner Perkins wrote that Kleiner Perkins led Rogo's Series D funding round.
- The traction evidence that carried weight: Kleiner Perkins wrote that More than 35,000 bankers and investors use Rogo daily across major firms including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura.
- How the team was judged: Kleiner Perkins wrote that Rogo's founding team possesses combined expertise in finance and artificial intelligence.
Source and provenance
Investment Rationale published by Kleiner Perkins on kleinerperkins.com (first-party source). Read the original
