M&A Deal Summary

Rogo Acquires Subset

On September 3, 2025, Rogo acquired software company Subset

Acquisition Highlights
  • This is Rogo’s 1st transaction in the Software sector.
  • This is Rogo’s 1st transaction in the United States.
  • This is Rogo’s 1st transaction in California.

M&A Deal Summary

Date 2025-09-03
Target Subset
Sector Software
Buyer(s) Rogo
Deal Type Add-on Acquisition

Target

Subset

Sacramento, California, United States
Subset is an AI spreadsheet company that lets users upload, build, and export fully usable financial models with AI assistance. Subset is based in Sacramento, California.

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Buyer(S) 1

Buyer

Rogo

New York, New York, United States

Category Company
Sector Internet Software and Services
DESCRIPTION

Rogo is an AI platform for investment banks, private equity firms, and hedge funds. The company's AI models and agents help automate core financial workflows, surface market intelligence with research and screening, and unify financial data at scale with auditable sourcing. It integrates with technology partners and financial services industry data sets including OpenAI, Google Gemini, Anthropic, LSEG, S&P Global, FactSet and PitchBook. Rogo is based in New York, New York.


DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1