Rogo Acquires Offset to Bring AI Agents into Financial Workflows

The acquisition will integrate Offset's AI agent technology into Rogo's platform used by over 25,000 finance professionals.

Mar. 14, 2026 at 1:22am

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Rogo, an AI platform used by leading financial institutions, has announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance. With this acquisition, Rogo will integrate Offset's technology into its platform to deliver intelligent systems embedded directly into the tools financial professionals rely on every day.

Why it matters

This acquisition reflects the growing demand for AI-powered tools that can automate and streamline complex financial workflows. By integrating Offset's agentic systems that understand the structural logic of financial models, Rogo aims to help finance professionals work more efficiently and reduce errors in maintaining and updating their models.

The details

Offset's platform focuses on agentic systems that develop memory about how financial models are constructed, updated, and maintained over time. These systems operate directly within financial workflows, allowing analysts and investors to work with AI that understands the underlying structure and logic of financial models rather than simply generating outputs externally. By bringing Offset into Rogo, the company will combine Offset's agentic architecture with Rogo's platform, data integrations, and distribution across global financial institutions.

  • Rogo announced the acquisition on March 13, 2026.

The players

Rogo

An AI platform used by leading financial institutions, including Lazard, Moelis, Nomura, and Tiger Global, to automate core financial workflows, surface market intelligence, and unify financial data with auditable sourcing.

Offset

An AI agent company founded by Raj Khare and Shiv Shrivastava, focused on building learning systems that operate inside financial workflows to understand and maintain complex financial models.

Raj Khare

The co-founder of Offset.

Shiv Shrivastava

The co-founder of Offset.

Gabe Stengel

The CEO and co-founder of Rogo.

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What they’re saying

“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.”

— Gabe Stengel, CEO and Co-Founder of Rogo (PR Newswire)

“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.”

— Raj Khare, Co-Founder of Offset (PR Newswire)

What’s next

This acquisition follows Rogo's recent $75 million Series C financing led by Sequoia, reinforcing the company's position as a leading AI platform for finance.

The takeaway

The integration of Offset's agentic AI technology into Rogo's platform highlights the growing demand for intelligent systems that can automate and streamline complex financial workflows, helping finance professionals work more efficiently and reduce errors in maintaining and updating their models.