Rogo retweeted
Say hello to
rogo.com
A labor of love from the design team ❤️
@chase_goulet @flornkm @danielsun_ui @nilseller @davidbstirling
Rogo retweeted
Come chew glass with us @RogoAI
My conversation with Gabe Stengel (@GabeStengel), founder and CEO of Rogo.
For years, Gabe and I have talked about how much of an investor's job AI will eventually do and how he is building Rogo toward that future.
Today, Rogo helps some of the world's largest financial institutions research companies, run diligence and execute M&A.
But Gabe's ambition is much bigger. He is building toward investing superintelligence, where Rogo does much of the work inside investment banks and firms and becomes the venue where they do their deals.
It's a fascinating business and has been so fun watching Gabe build it.
We discuss:
- 10,000 agents searching for one great investment idea
- Which investing skills will still matter
- Why Anthropic/OpenAI won't win finance
- "Chewing glass"
- Why the harness around the models matters so much
- Getting rejected by 40+ investors
- Building an AI native Bloomberg
- Becoming a black hole for talent
Enjoy!
TIMESTAMPS:
0:00 Intro
2:38 Building Rogo
6:12 10,000 AI Agents
12:02 Skills That Still Matter
17:31 Beating OpenAI and Anthropic
28:35 Bloomberg of the AI Era
37:37 Rogo’s Company Brain
44:19 Chewing Glass
53:34 AI-Native Finance
59:21 What Humans Still Do Better
Rogo retweeted
A visualization of how my Rogo Intelligence has grown over the last month.
Rogo builds and maintains a profile for each entity. It pulls from your email, CRM, files, and meeting notes, plus third-party data, your activity on the platform, and its own research.
Those profiles capture high-value insights that wouldn’t live within the rigid schema of a CRM. For example, when a sponsor bids $500m for a company, that purchase price ends up in the banker’s CRM.
What probably doesn’t make its way to the CRM is the sponsor’s valuation rationale. Why couldn’t they stretch to $600m in a competitive process? What about the business gave them pause?
The banking team could undoubtedly tell me, but the CRM usually can’t. Rogo Intelligence solves that.
The entity profiles usually contain two types of info as a result:
(1) Client-defined: Clients tell Rogo what to track for each entity. Many investment firms have already codified the highest signal datapoints in their evaluation process. Rogo puts collecting that data on autopilot.
(2) Model-inferred: LLMs are exceptionally good at synthesizing massive amounts of information and interactions to unearth patterns that people would rarely observe themselves. By allowing the model to populate each profile with information it deems relevant to you, you take full advantage of the data at your disposal.
The combination establishes Intelligence that can be searched and proactively surfaced to make you smarter on the next deal or investment.
Rogo retweeted
Everyone knows the real alpha is in the afterparty ;)
If you're a designer in NYC, come hang!
So excited for this whole event.
We're throwing an afterparty.
After Dive Club Live with @ridd_design wraps at @tryramp HQ, @RogoAI is sponsoring a private rooftop party with an open bar and live DJ.
RSVP required. Spots are limited.
Rogo retweeted
Seven years ago @GabeStengel and I were best friends at Princeton working on what we called an "AI assistant for financial researchers."
Today, we are announcing our Series C from @sequoia, which brings @RogoAI to $165M of total funding.
Tons has changed since 2019. Back then we were just a couple of massively nerdy 20-year-olds obsessed with the automation of knowledge work via LLMs. Now, we're 27. Gabe's hair is a bit longer too.
This capital marks a tripling down on the mission of making the best financial firms smarter and more efficient with the unreasonable power of agentic AI. I'm overwhelmed with gratitude to our clients, our investors, and most of all our incredible team for getting us here. Much more to come!
Rogo retweeted
I’m excited & honored to be building with this team.
2026 will be a defining year for finance. For the first time, someone gets to set a new standard.
From the start, Rogo has cared deeply about design, craft, and the customer experience. That’s thanks to @GabeStengel - a rare founder who genuinely cares about this.
But unless you’re one of our customers, you probably haven’t experienced it yet.
Finance is full of bad product experiences. Analysts work 100 hour weeks in software that feels like an airplane cockpit. Rogo aims to be a breath of fresh air.
Finance also cares about trust and brand. The same names have dominated for decades because their brands are built on trust, status, and history.
Rogo has a unique opportunity to define a new generation for one of the most influential industries in the world.
So, this year, we’re doubling down on design.
We’re hiring: product designers, design engineers, brand designers, and motion designers.
If you’re interested, my DMs are open.
We’re excited to announce @RogoAI's $75 million Series C led by @sequoia .
We're building AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
One of our partners introduced me to @GabeStengel ~18 months ago. About three minutes into our first meeting he said "look, the reason I wanted to meet is because I have some questions for you"... and then proceeded to drill me with very specific questions about what was working in application layer AI. This first impression was an accurate reflection of who he is: smart, high agency, curious, driven, and extremely intentional about building an excellent company. We @sequoia are beyond thrilled to be in business with Gabe and the entire team at @RogoAI
We’re excited to announce our $75 million Series C led by @sequoia, with participation from @jpmorgan, @WellsFargo, @ThriveCapital, @khoslaventures,@BoxGroup, Mantis VC, Positive Sum, Stonecroft Management & @_altcapital to build AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
The future of applied finance is AI driven by Rogo.
We’re excited to announce @RogoAI's $75 million Series C led by @sequoia .
We're building AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
I’m so impressed by @GabeStengel and the team he’s built, and excited to invest in Rogo again alongside a world-class group of investors. If you are in finance, you need to check out what they are building.
We’re excited to announce our $75 million Series C led by @sequoia, with participation from @jpmorgan, @WellsFargo, @ThriveCapital, @khoslaventures,@BoxGroup, Mantis VC, Positive Sum, Stonecroft Management & @_altcapital to build AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
All areas of knowledge work are changing. Fast. Finance is no different.
@RogoAI is quickly emerging as the category defining company applying AI to finance, solving hard technical problems and delivering for some of the biggest names in the industry!
We @sequoia are so pumped to be in business with @GabeStengel and the team (and to have access to the product internally!).
To all my friends in finance: reach out to the team and give it a try!!
We’re excited to announce our $75 million Series C led by @sequoia, with participation from @jpmorgan, @WellsFargo, @ThriveCapital, @khoslaventures,@BoxGroup, Mantis VC, Positive Sum, Stonecroft Management & @_altcapital to build AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
Proud to be joining @RogoAI's board with this @sequoia investment.
A large company in this space has felt "inevitable" to me for a long time. After getting to know @GabeStengel over the past couple of years, I become convinced they were the team to do it.
Gabe fits my CEO LOCK profile perfectly.
Lovable - A younger me would crawl over broken glass to work for him.
Obsessive - All he thinks about is Rogo...he has great founder-market fit.
Chip on Shoulder - He is not the central casting founder/ceo background and that has put a boulder on his shoulder.
Knowledgable - He's been sitting at the intersection of ai and banking for several years and goes deep.
We’re excited to announce our $75 million Series C led by @sequoia, with participation from @jpmorgan, @WellsFargo, @ThriveCapital, @khoslaventures,@BoxGroup, Mantis VC, Positive Sum, Stonecroft Management & @_altcapital to build AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
Rogo retweeted
Today, I’m thrilled to announce @RogoAI's $50M Series B led by @ThriveCapital, joined by @JPMorganAM, Tiger Global, @patrick_oshag , and continued backing from @khoslaventures, @BoxGroup, @alley_corp, and others.
Rogo retweeted
OpenAI wrote a great post on how they've partnered with us at @RogoAI to create Wall Street's first AI analysts! Lots to come....
openai.com/index/rogo/
Rogo retweeted
“I think everyone is underrating how smart these tools are going to get.”
Puck’s @WilliamCohan talks to Gabe Stengel, the founder of Rogo, an A.I. platform for financial institutions: puck.news/investment-banking…
Rogo retweeted
Proud to partner with @RogoAI and work with @GabeStengel and team as they build Wall Street’s first AI Analyst!
Today, we’re thrilled to announce our $18.5M Series A led by @rabois at @khoslaventures, along with @jaltma, @ericschmidt, @mantisVC and many others.
rogo.ai/blog/rogo-series-a-w…
Rogo retweeted
Today, we’re thrilled to announce our $18.5M Series A led by @rabois at @khoslaventures, along with @jaltma, @ericschmidt, @mantisVC and many others.
rogo.ai/blog/rogo-series-a-w…
Rogo retweeted
Excited to chat with @FundamentEdge about how AI tools are transforming the investment process. Tl;dr: at most firms, AI for Alpha generation is more sizzle than steak... Sign up!!
AI IN THE INVESTMENT PROCESS
At Fundamental Edge, we have been working to get smart on AI:
teapawt.net/FundamentEdge/status/1…
As part of this process, we have been speaking to a number of vendors in the AI space. From a learning perspective, there is nothing like speaking to vendors who are in the trenches working with clients to implement tools & processes that leverage AI.
I personally have learned a ton via these conversations, and we have decided to start a new initiative this fall, "The Cutting Edge", a free webinar series where we host and interview leaders in the who are developing tools to push the frontier of investment research.
We will be hosting our first guest, Gabriel Stengel of Rogo, Thursday September 19th at 4:30pm ET. All are welcome, and I would love to see you there. The Fundamental Edge team will be leading a guided fireside chat then there will an opportunity for live Q&A.
We will discuss:
- The capabilities & limitations of AI tools now and in the future
- What leading investment firms are doing with AI
- An AI-powered earnings preview process
Our plan is to host a handful of these throughout the fall, exploring all angles of this exciting trend to help fundamental investors separate hype from reality.
Note: we have no economic relationship with Rogo.
To receive the Zoom registration link, either join our e-mail list (available at website fundamentedge(dot)com - we will send the link out today) or I will use the auto-DM feature on X. Either re-retweet this tweet or respond with "FExAI" and X will automatically send you the Zoom webinar link via DM. If you have any issues receiving the link, just shoot me a DM.
Look forward to seeing you there!
Brett
Rogo retweeted
🧵 Prompt engineering tournament results...
Firstly thank you to everyone for coming. Turnout was amazing. This was the 1st event of its kind... but not the last.
Thanks to our sponsors @rabbit_hmi @Company @RogoData @trybasis
✨ Thread below of the coolest prompts people made
Rogo retweeted
excited to announce @RogoData's $7M Seed Round :)
if you like working super hard, with super smart people, on super cool tech, with super large amounts of Bubly & cold brew around the office... join us!!
businessinsider.com/rogo-pit…
