Rogo launches Felix agent

Rogo has launched Felix, an artificial intelligence agent for finance teams that it says can take on full workstreams, not just answer questions. (rogo.ai) On its launch page, Rogo says Felix can be assigned work by email, then build deliverables across decks, spreadsheets and reports for banking, private markets and public markets teams. The company pitches it as a “personalized agent” that lets users delegate more involved tasks and revise outputs as they develop. (rogo.ai) Rogo tied the release to a broader push into “autonomous financial agents” after raising a $75 million Series C in January 2026 led by Sequoia Capital, with participation from Henry Kravis and Wells Fargo. Rogo said that round brought total funding to more than $165 million and would help scale what it called an end-to-end AI system for financial workflows. (rogo.ai) The pitch targets a specific bottleneck in high finance: turning research, filings and internal data into client-ready models, memos and presentations. Rogo says bankers and investors are less constrained by finding information than by converting that information into advice for chief executives and investment committees. (rogo.ai) Rogo has spent the past year moving from research assistance toward software that works inside the documents finance teams already use. In September 2025, it acquired Subset to build spreadsheet agents for bankers, and in March 2026 it acquired Offset, whose software was designed to understand how financial models are built, updated and maintained over time. (rogo.ai) (prnewswire.com) That matters in finance because models and pitch books are not just text files; they are linked systems of assumptions, formulas, charts and comments that can break when one number changes. In announcing the Offset deal, Rogo said the goal was to build agents that operate directly inside those workflows instead of generating answers from the outside. (prnewswire.com) Rogo says more than 25,000 financial professionals use its platform daily, including teams at Rothschild & Co, Jefferies and Lazard, while an earlier OpenAI case study said the company had served more than 5,000 bankers and saved analysts more than 10 hours a week on meeting prep, company profiles and market research. The different figures reflect growth over time and different ways of counting users. (rogo.ai) (openai.com) The company’s technical stack also helps explain the Felix launch. OpenAI said Rogo fine-tunes models and combines them with data from S&P Global, Crunchbase and FactSet to search and analyze more than 50 million financial documents, while Rogo said this week that Anthropic’s Opus 4.7 is now available inside Felix and that it routes tasks to whichever model performs best. (openai.com) (rogo.ai) Rogo’s own customer quotes around Felix are enthusiastic, with one private equity executive saying it is “by far the most advanced model / agent” they had used and another banker saying it got “real work 90% of the way there.” Those claims come from Rogo’s launch materials, and the company has not published an independent benchmark for Felix’s performance on live banking workflows. (rogo.ai) Felix arrives as Rogo tries to turn finance software into something closer to a delegated coworker: a system that can receive an assignment, work across tools and return a finished draft. The test now is whether firms that already trust Rogo for search and drafting will trust Felix with the model, memo and deck itself. (rogo.ai)