o11
o11 securely indexes every firm data source into a permission-aware AI memory layer, continuously unifying terabytes of files, email, calendars, CRM, data rooms, market data, and systems of record.
About o11
o11 builds bespoke AI software for financial services firms. Every firm works differently: different deal processes, data rooms, CRMs, market data tools, Excel models, slide templates, IC memos, reporting workflows, and approval steps. The edge is not making a generic deck or model faster with ChatGPT. It is turning your firm’s historical knowledge, judgment, templates, data, and execution style into repeatable software.
We study how your firm actually works, then deploy custom AI agents and workflow tools across the systems your teams already use. That can include tailored Excel, PowerPoint, Word, and Outlook plugins; data room integrations; DealCloud, Salesforce, and market-data integrations; diligence automation; model and deck generation; reporting workflows; and firm-specific tools built around your process.
Products
Bespoke AI memory and execution layer for financial services firms, unifying firm data sources into permission-aware context.
The memory engine that continuously indexes approved sources into permission-aware context at terabyte scale, connecting systems like DealCloud, Salesforce, and ERP to build an...
The execution layer that turns Atlas context into coordinated next actions across deal workflows, deliverables, follow-ups, and the applications where teams work.
AI execution layer inside Box for file organization, metadata cleanup, and sharing audits.
AI execution layer for SAP launchpad and back-office workflows.
AI execution layer inside AWS Console for infra and cloud workflows.
Native AI for finance, strategy, and ops teams inside Microsoft 365 Excel.
Native AI for engineering and PM teams living in Jira.
Action layer for Xero advisors and in-house finance.
Security and compliance
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o11 hasn't published certifications or security practices that we could find. Ask their team for audit reports.
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