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Market data is refreshed once per day from public sources. Information may be incomplete or outdated — verify independently before making decisions. This is not investment advice.
Evidence-bound summary — expand sections for movement, risks, and signals.
Memo snapshot · Jul 2, 2026, 5:28 PM
What would change this read
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TL;DR
Seed (YC)Bespoke AI for Financial Services Firms | o11 o11 builds custom AI agents for financial firms, automating pitch books, diligence, research, reporting, and firm-specific workflows across the systems teams already use.
Raised $500K across 1 funding round. Latest: $500K Seed. Investors: Y Combinator. (High).
Funding
Raised $500K across 1 funding round. Latest: $500K Seed. Investors: Y Combinator. (High).
Product / news
16 product/news‑styled row(s); headline risk without filings (High).
Verified facts
+5 more in Recent movement below
Winter 2026 batch; AI agent inside Microsoft Office and Google Workspace.
Weak funding evidence: mention does not include a parsed raise amount/round and may refer to non-funding context.
No open roles indexed yet.
The index price and activity score are algorithmic estimates based on observed public company-level signals. They may be incomplete, stale, or inaccurate and are not investment, legal, tax, or business advice.
Source types found
Strongest / recent news-style rows
Pricing · Thu, Jul 2, 04:08 PM · confidence 90%high quality
Wed, May 20, 06:00 PM · confidence 88%high quality
Pricing · Sun, May 10, 11:00 PM · confidence 90%high quality
Newest first · 25 event(s)
Source: Pricing
See how financial firms use o11 to automate pitch books, diligence, research, reporting, and firm-specific workflows with bespoke AI agents.
Source: Blog
Insights on bespoke AI agents, workflow automation, diligence, research, reporting, and productivity for financial services teams.
Source: Homepage
o11 builds custom AI agents for financial firms, automating pitch books, diligence, research, reporting, and firm-specific workflows across the systems teams already use.
Source: official_site
Blog | Financial Services AI Insights | o11 Announcing Atlas by o11. o11 svg]:px-2 group font-normal" href="/industry/investment-banking" aria-expanded="false"> Industries svg]:px-2 group font-normal" href="/blog"> Blog svg]:px-2 group font-normal" href="/dem…
Source: official_site
Team | o11 Announcing Atlas by o11. o11 svg]:px-2 group font-normal" href="/industry/investment-banking" aria-expanded="false"> Industries svg]:px-2 group font-normal" href="/blog"> Blog svg]:px-2 group font-normal" href="/demo"> Book demo svg]:px-2 font-norm…
Winter 2026 batch; AI agent inside Microsoft Office and Google Workspace.
Source: Blog / news
Browse presentations posts from the o11 team.
Source: Blog / news
Browse guides posts from the o11 team.
Source: Blog / news
Browse excel posts from the o11 team.
Source: Blog / news
Browse docs posts from the o11 team.
Source: Blog / news
Browse comparisons posts from the o11 team.
Source: Blog / news
Browse announcements posts from the o11 team.
Source: Blog / news
Healthcare Admins: AI Clinical Reports in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
Content Marketers: Scale Blog Production in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
Consultants: Automate Client Deliverables in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
The Best AI Excel Tools for Finance Professionals in 2026 | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
Supply Chain Analytics: Using AI in Excel to Predict & Prevent Stockouts | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
Marketing Analytics: How AI turns Marketers into Data Scientists | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
How Management Consultants use AI to Automate Excel Data Cleaning | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Blog / news
The Accountant’s Guide to AI: Automating Reconciliations & The Month-End Close | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Source: Pricing
Plans for individuals, teams, and enterprises. Start free and scale as you grow.
Source: Team page
The team building o11 — the AI agent inside every enterprise app.
Launch post on embedded enterprise agents.
3 row(s)
The company's own site — the authoritative description of what they sell and to whom. Marketing-controlled, so treat claims as positioning rather than verified traction.
o11 builds custom AI agents for financial firms, automating pitch books, diligence, research, reporting, and firm-specific workflows across the systems teams already use.
Why it matters: Primary source — the company's own positioning; best read for what they sell and to whom, not for traction claims.
Open source ↗Blog | Financial Services AI Insights | o11 Announcing Atlas by o11. o11 svg]:px-2 group font-normal" href="/industry/investment-banking" aria-expanded="false"> Industries svg]:px-2 group font-normal" href="/blog"> Blog svg]:px-2 group font-normal" href="/dem…
Why it matters: Primary source — the company's own positioning; best read for what they sell and to whom, not for traction claims.
Open source ↗Team | o11 Announcing Atlas by o11. o11 svg]:px-2 group font-normal" href="/industry/investment-banking" aria-expanded="false"> Industries svg]:px-2 group font-normal" href="/blog"> Blog svg]:px-2 group font-normal" href="/demo"> Book demo svg]:px-2 font-norm…
Why it matters: Primary source — the company's own positioning; best read for what they sell and to whom, not for traction claims.
Open source ↗6 row(s)
Third-party press coverage. Independent reporting corroborates company claims; repeated coverage across outlets is a momentum signal.
See how financial firms use o11 to automate pitch books, diligence, research, reporting, and firm-specific workflows with bespoke AI agents.
Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗Plans for individuals, teams, and enterprises. Start free and scale as you grow.
Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗The team building o11 — the AI agent inside every enterprise app.
Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗Launch post on embedded enterprise agents.
Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗Why it matters: Independent coverage — third-party corroboration of company claims; recurring coverage indicates rising visibility.
Open source ↗1 row(s)
Funding announcements and investor-database records. The strongest public signal of capitalization: round, amount, and syndicate quality when disclosed.
Winter 2026 batch; AI agent inside Microsoft Office and Google Workspace.
Why it matters: Funding signal — Seed per this source; verify against the linked original before relying on it.
Open source ↗15 row(s)
Company blog and newsletters. Shipping cadence and technical depth of posts hint at product velocity and team quality.
Insights on bespoke AI agents, workflow automation, diligence, research, reporting, and productivity for financial services teams.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse presentations posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse guides posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse excel posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse docs posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse comparisons posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Browse announcements posts from the o11 team.
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Healthcare Admins: AI Clinical Reports in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Content Marketers: Scale Blog Production in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Consultants: Automate Client Deliverables in Google Docs | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗The Best AI Excel Tools for Finance Professionals in 2026 | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Supply Chain Analytics: Using AI in Excel to Predict & Prevent Stockouts | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗Marketing Analytics: How AI turns Marketers into Data Scientists | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗How Management Consultants use AI to Automate Excel Data Cleaning | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
Open source ↗The Accountant’s Guide to AI: Automating Reconciliations & The Month-End Close | o11 Blog Announcing o11's backing from Y Combinator. o11 Solutions
Why it matters: Company publishing — post cadence and depth hint at product velocity.
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