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Rogo has acquired Offset, an AI agent company backed by HF0, as the finance software provider expands its product line for investment banking and buy-side markets.
Founded by Raj Khare and Shiv Shrivastava, Offset has spent the past 18 months developing learning agents that operate inside financial workflows used in investment banking, private equity, hedge funds and corporate finance.
Product integration
Rogo plans to integrate Offset's technology into its platform, which it says is used daily by more than 25,000 finance professionals.
The acquisition adds technology designed to track how financial models are built and maintained over time. Offset has focused on agentic systems that develop memory of model structure, updates and recurring patterns in day-to-day work.
Financial institutions still rely heavily on spreadsheets and slide presentations for modelling, investment analysis and reporting. Maintaining large, complex models often requires repeated manual updates to assumptions, formulas and outputs, a process that can introduce errors and consume time during deal execution and portfolio monitoring.
Offset has positioned its agents as tools that work within existing workflows rather than producing results outside them. Its software aims to interpret a model's structure and logic and reflect changes as work evolves.
Focus on agents
Agent-based systems have become a major theme across enterprise software as vendors push beyond chat interfaces and document search. In finance, the pitch often centres on software that can monitor and update artefacts such as models, investment memos and market comparables as new data arrives or assumptions shift.
Offset's approach emphasises learning over time, aiming to build a persistent understanding of how an organisation constructs models and how analysts apply house style in layouts, checks and presentation outputs.
Rogo sells AI software to investment banks, private equity firms and hedge funds, and lists Lazard, Moelis, Nomura and Tiger Global among its users. It also works with data and model providers including OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet and PitchBook.
Rogo plans to combine Offset's agentic architecture with its own platform and data integrations, and said its distribution across financial institutions will help scale the acquired technology.
The deal follows Rogo's recent USD $75 million Series C funding round led by Sequoia. The company is also backed by Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners and Tiger Global.
Financial terms were not disclosed. Rogo also did not provide details on staffing changes, rollout timelines, or whether Offset's products will remain available separately.
For Rogo, the acquisition supports its effort to embed software more deeply into the day-to-day tools used by analysts and investors. The company has described its strategy as building AI models and agents that automate workflows, surface market intelligence and unify financial data with auditable sourcing.
Gabe Stengel, Rogo's Chief Executive Officer and Co-founder, said the Offset team adds technical depth in agentic systems.
"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 Stengel.
Khare and Shrivastava have worked in applied AI and product development. At Offset, they focused on systems that build memory of how models are built, updated and maintained as projects progress.
Offset's technology will be integrated into Rogo's platform as development continues on learning agents that operate directly inside financial workflows.