Rogo, an AI platform widely used by financial institutions, has announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset specializes in developing learning-based AI agents designed to function directly within financial workflows across sectors such as investment banking, private equity, hedge funds, and corporate finance.
Following the acquisition, Rogo plans to incorporate Offset’s technology into its platform, which currently supports more than 25,000 finance professionals. The integration is expected to accelerate Rogo’s roadmap for building intelligent systems embedded directly into the tools financial professionals use daily.
Building financial models, evaluating investments, and showing results depends on spreadsheets and presentation tools. Managing these models requires a lot of hands-on work and can lead to mistakes.
The process often starts with data entry and moves through calculations. People frequently revise models to fix errors or improve accuracy. Many teams use formulas and charts to stay organized. These tools help keep information visible and easy to share. Sometimes errors go unnoticed until the final report is created.
Teams sometimes spot problems during review meetings. Offset was developed to address these challenges by creating AI agents capable of understanding financial models at a structural level while adapting to how financial analysis evolves through formulas, assumptions, and outputs.
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The Offset platform focuses on building agentic systems that develop contextual memory around how financial models are created, modified, and maintained over time. By operating directly within financial workflows, these AI systems allow analysts and investors to collaborate with tools that interpret the logic and structure of financial models rather than simply generating results externally.
“Raj, Shiv, and their team bring invaluable technical depth in agentic systems,” said Gabe Stengel, CEO and Co-Founder of Rogo. “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.”
“We built Offset around the idea that AI agents should operate directly inside financial workflows, not just generate outputs from the outside,” said Raj Khare, Co-Founder of Offset. “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.”
Through the acquisition, Rogo intends to combine Offset’s agentic AI architecture with its own platform capabilities, data integrations, and distribution network across global financial institutions. This integration aims to deliver more advanced AI-powered tools that can streamline complex financial workflows and improve operational efficiency for finance teams.
The acquisition follows Rogo’s recent $75 million Series C funding round led by Sequoia Capital, further strengthening the company’s position in the rapidly evolving AI market for financial services.
