Rogo
ConvictionContext
B2B enterprise SaaS - per-seat subscriptions (~$3,300/seat/yr per Sacra estimate) plus enterprise deployments; land-and-expand across banks, PE firms, hedge funds, and asset managers
Revenue
Not officially disclosedBloomberg-reported revenue ~$2M (2024) growing to $15M+ (2025); OpenAI case study (early 2025) cites 27x ARR growthRev growth
~7x YoY 2024->2025 per BloombergOct 2025); 27x cumulative ARR growth cited by OpenAI case study (vintage early 2025Gross margin
not disclosedLLM inference costs likely compress margins vs. classic SaaSOp margin
not disclosedpresumed negative; venture-funded growth stageCapex intensity
Low traditional capexprimary cost is LLM inference/compute (opex via API providersValuation
~$2B post-moneySeries D, Apr 2026, led by Kleiner Perkins; up from $750M Series C in Jan 2026 and $350M Series B in Apr 2025Valuation trail
$2B25× since Oct 2024
4 marks · Oct 2024–Apr 2026
private — no public price
Priced round
Series B, C, and D marks are press-reported post-money valuations from priced primary rounds. The Series A point is an estimate band (valuation undisclosed; shown at $0.08B for chart continuity - treat as indicative only). No known secondary or SPAC transactions.
The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not financial advice — analyst work product for a qualified professional.