Rogo acquires Offset to embed agents in financial workflows

Rogo has acquired Offset, an AI agent startup founded by Raj Khare and Shiv Shrivastava, according to a March 13, 2026 release on PRNewswire. Rogo plans to fold Offset's agent architecture into a platform it says is used by more than 25,000 finance professionals across investment banking, private equity, hedge funds, and corporate finance.

Terms were not disclosed.

What the deal covers

Offset develops what its founders describe as learning agents intended to operate inside the day-to-day tools used by analysts and associates. The PRNewswire release frames the integration as combining "Offset's agentic architecture with Rogo's platform, data integrations, and distribution across global financial institutions." The release does not disclose Offset's headcount, revenue, or prior funding, nor does it specify whether Khare and Shrivastava will take operating roles at Rogo post-close.

Rogo's positioning is the AI workspace for finance: a chat-and-workflow layer that connects to the data, documents, and models analysts use to build pitches, screen targets, and write research. Offset's contribution, on the company's framing, is the agent layer, software that takes multi-step instructions and executes against the underlying tools rather than just answering questions.

The funding context

Rogo's Series C was a $75M round led by Sequoia, referenced in the body of the acquisition release. The same release's "also from this source" section points to a follow-on Series D of $160M led by Kleiner, suggesting Rogo has raised at least $235M across the two rounds before this acquisition. The release does not state a post-money valuation.

That capital stack matters for reading the deal. An acquirer raising at this pace tends to use M&A for one of two reasons: to buy a team it could not hire fast enough, or to buy IP that compresses a roadmap. The Offset announcement leans on the second framing, agentic architecture as a roadmap accelerant, but the size and shape of the deal (two named founders, no disclosed headcount) reads like an acqui-hire with technology attached.

Why it matters

What to watch

Rogo has not announced a launch date for any Offset-derived feature. The release does not specify whether Offset's product will continue to exist as a standalone offering or be absorbed entirely. For a platform pitching itself as the AI layer for institutional finance, the next public milestone worth tracking is a named bank or fund deploying agentic workflows in production, not just on the integrations page.