
F2.ai vs o11: Underwriting vs. Execution
In the modern Private Equity technology stack, specialization is key. As firms look to modernize their operations, F2.ai has established itself as a powerful platform for Ingestion and Underwriting, excelling at transforming chaotic data rooms into structured insights.
However, once the data is structured and the thesis is formed, the work is far from over. The data must be translated into persuasive deliverables—models, memos, and decks—to drive the deal forward.
This is the distinction between Underwriting (F2.ai) and Execution (o11).
Distinct Roles in the Deal/Investment Lifecycle
F2.ai: The Input Engine
F2.ai is a “Destination Platform” optimized for the Reading phase of a deal.
- Data Normalization: It shines at ingesting thousands of unstructured documents from a data room and normalizing them into a coherent dataset.
- Analysis: It provides a dedicated environment for underwriting and evaluating the raw merit of an opportunity.
- The Workflow: You leave your desktop environment to work within their specialized portal.
o11: The Output Engine
o11 is an “Integrated Workspace” optimized for the Writing phase of a deal.
- Creation: We live where you build your final deliverables: Excel, PowerPoint, and Word.
- Refinement: We assist in the crafting of the narrative, the formatting of the presentation, and the sensitivity of the model.
- The Workflow: You never leave the Microsoft 365 suite.
The o11 Advantage: Native Integration
The most consistent feedback from investment professionals is a desire to reduce “app fatigue.”
F2.ai is a powerful tool, but it is yet another website in a banker’s browser tabs. o11 is different because we recognize that the actual work product—the files that get sent to the Investment Committee—is created in Microsoft Office.
Seamless Transition from Insight to deliverable
While you might use F2.ai to structure your data, o11 ensures you have AI superpowers during the critical execution phase.
- Zero Friction: You are already logged in to o11 via Microsoft 365.
- Context Preservation: You don’t “upload” your model to o11. o11 lives in your model, understanding your cell formulas and slide layouts.
- End-to-End Efficiency: Pull structured data from a source like F2, and then use o11 to instantly visualize it in PowerPoint or summarize it in a Word memo, without ever breaking your flow.
Conclusion
The modern Private Equity stack is not about finding one tool to rule them all. It is about assembling the right set of specialized tools for each stage of the deal lifecycle.
Use F2.ai to ingest the market and structure your data. Use o11 to execute the deal and create the deliverables.
When it comes to execution, choose o11 because we are the only platform that respects your workflow enough to live right inside the applications you use 12 hours a day.














