AI Financial Platform Rogo Raises $160M in Series D Led by Kleiner Perkins in Less Than 3 Months

According to Beating, AI platform Rogo designed for high-frequency financial scenarios completed a $160 million Series D funding round in April 2026, led by Kleiner Perkins with participation from Sequoia, Thrive Capital, Khosla Ventures, and J.P. Morgan. The funding came less than three months after the company closed a $75 million Series C round in late January, bringing total funding to over $300 million.

Rogo simultaneously launched Felix, an AI agent platform for financial professionals. The platform enables investment bankers and analysts to delegate multi-step tasks such as financial modeling, report analysis, and presentation creation to Felix, freeing time for high-leverage client work. The platform is currently used by over 35,000 professionals across more than 250 top investment banks, asset management firms, and private equity companies.