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AI for Capital Market Firms

Our DNA

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The Integrated OS

From building models to updating decks, o11 turns hours of grunt work into minutes of execution.

PowerPoint Add-in

Build full decks in seconds. Automatically apply brand guidelines and update charts across your entire presentation.

Excel Add-in

Automate complex modeling and analysis. Clean data and generate formulas with natural language commands.

Word Add-in

Draft memos and reports instantly. Semantic search across your data room to cite sources and verify facts.

PowerPoint Add-in

Excel Add-in

Word Add-in

Automated Workflows
Data Security
Encrypted
At rest & in transit
Compliance
SOC 2
Pending
Transparency
Audit Logs
Full activity tracking
Identity
SSO Ready
Secure Access
Security

Enterprise-Level Security

Built for the most demanding financial institutions. We meet your security requirements so you can deploy with confidence.

Flexible Deployment

Available as a secure SaaS, private cloud instance, or on-premises deployment to meet data residency needs.

SOC 2 Pending

We are committed to the highest standards of security and availability. Enterprise-grade compliance controls.

Enterprise SSO & IAM

Integrate with your existing identity providers (Okta, Azure AD) for seamless access management.

Box
OneDrive
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Outlook
Microsoft
Google
Apollo
PitchBook
Capital IQ
FactSet
Dropbox
Google Drive
Integrations

Connects with your deal stack

o11 lives where you work. No new behavior to learn, no data migration required. We embed directly into your existing workflows.

Unified Data Intelligence

Ingests and maps data from Pitchbook, CapIQ, and your internal data rooms into a single knowledge graph.

Workflow Orchestration

Triggers actions across Outlook and Office 365. Schedule meetings, send updates, and sync documents.

Enterprise Ready

Bank-grade security with SOC 2 pending, SSO integration, and flexible deployment options.

Data Room Integration
Syncing VDR...
Secure Data Room

Data Room Integrations

Connect directly to your Virtual Data Rooms. Securely ingest, analyze, and chat with your deal documents.

Seamless VDR Connectivity

Integrate natively with major providers like Datasite, Intralinks, and SS&C Intralinks. No manual downloads required.

Automatic Indexing

Our system automatically mirrors your VDR's folder structure and indexes every file for instant semantic search and Q&A.

Enterprise-Grade Security

Maintain strict access controls. o11 respects your granular VDR permissions, ensuring users only see what they're authorized to access.

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Ready to Modernize?