New York-based fintech Rogo has closed $160 million in Series D funding led by Kleiner Perkins to scale its agentic AI platform for financial services. The round included participation from Sequoia, Thrive Capital, Khosla Ventures, JP Morgan Growth Equity Partners, BoxGroup, Mantis VC, Evantic, Positive Sum, and Lattice co-founder Jack Altman. 

Created by founders Gabriel Stengel, John Willett, and Tumas Rackaitis, Rogo develops AI software for investment bankers and private equity firms to automate repetitive data tasks, like building financial models, searching SEC filings, and drafting investment memos. 

The start-up claims to have attracted more than 250 institutional clients since launching in 2021, including Rothschild & Co, Jefferies, and Lazard, and with the close of its Series D funding round, has now raised approximately $300 million in total funding. 

This total includes the $75 million secured by Rogo with the close of its Series C funding round in January this year, which garnered support from Wells Fargo and KKR founding partner Henry Kravis, and was used to establish a European headquarters in London, UK. 

Related:Kashable raises $60m Series C led by Goldman Sachs

A company statement says Rogo will use its latest capital injection to expand operations across EMEA and Asia, further develop institutional partnerships, and scale its new AI agent Felix.

Launched this month, Felix is an autonomous AI agent for high finance that “executes complex, multi-step financial processes autonomously, from deal screening and CIM generation to buyer outreach and data room diligence”, the statement adds.