Rogo Acquires Offset to Put AI Agents Inside Financial Workflows
NEW YORK - March 13, 2026 - Rogo has acquired Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. The move brings Offset's agentic architecture into Rogo's platform, which is used by more than 25,000 finance professionals across investment banking, private equity, hedge funds, and corporate finance.
The goal is simple: embed intelligent systems directly into the spreadsheets and presentations finance teams use every day. Instead of pushing prompts to a model outside the workflow, the AI will work where the work happens.
Why this matters for finance
Models are the backbone of decision-making, and they're fragile. Rolling them forward, maintaining logic through version after version, and keeping decks in sync eats time and invites errors.
Offset's tech is built around agents that learn how a model is structured, how it changes, and how assumptions flow through formulas to outputs. Combined with Rogo's platform, data integrations, and distribution, that brings model-aware automation to day-to-day execution at scale.
What this looks like in practice
- Model maintenance: roll forward periods, carry logic consistently, and flag broken links before they spread.
- Scenario and sensitivity work: propagate revised drivers through models and refresh supporting slides without rework.
- Change tracking: preserve memory of edits, assumptions, and outputs to improve auditability and reduce version risk.
- Research and reporting: pair model-aware agents with Rogo's market intelligence and sourcing to keep narratives aligned with the numbers.
How agentic systems differ from generic AI
Traditional generative tools produce answers; agentic systems build context and memory. Offset's approach centers on learning the structure of a financial model and how it evolves over time, not just generating text on command.
That distinction matters in finance. It's the difference between a one-off suggestion and a system that can help maintain the integrity of your model through updates, handoffs, and deadlines.
What leadership is saying
Gabe Stengel, CEO and Co-Founder of Rogo: "Raj, Shiv, and their team bring invaluable technical depth in agentic systems. The future of financial workflows will be powered by intelligent systems embedded directly in the tools professionals use every day."
Raj Khare, Co-Founder of Offset: "AI agents should operate directly inside financial workflows, not just generate outputs from the outside. Integrating this technology into the Rogo platform allows us to bring these systems to financial institutions at scale."
What to expect if you're on Rogo
- Deeper automation inside spreadsheets and presentations, with model-awareness baked in.
- Faster model upkeep, fewer manual bridge steps, and clearer lineage from assumptions to outputs.
- Expanded access across teams, backed by Rogo's existing data partnerships and distribution.
Strategic context
This acquisition follows Rogo's $75M Series C led by Sequoia and builds on integrations with partners and data providers including OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet, and PitchBook. It signals a shift from "AI next to the analyst" to "AI inside the model."
About Rogo
Rogo is the AI platform for investment banks, private equity firms, and hedge funds. Institutions including Lazard, Moelis, Nomura, and Tiger Global use Rogo to automate core financial workflows, surface market intelligence, and unify financial data with auditable sourcing.
Learn more: rogo.ai
About Offset
Offset, founded by Raj Khare and Shiv Shrivastava, builds learning agents that operate inside financial workflows. The systems are designed to understand and maintain complex financial models, adapting to how analysis and decisions evolve.
Learn more: offset.app
Key takeaways for finance teams
- Expect AI that maintains model structure and reduces error-prone manual work.
- Look for tighter links between models and presentations for faster, cleaner reporting.
- Plan for AI that fits into your existing tools, not yet another interface to manage.
If you're evaluating where this fits in your stack or skills roadmap, start with the fundamentals of applying agentic AI to modeling and reporting: AI for Finance
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