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AI agents

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 wor

sources
1
Evidence entries preserved.
affiliations
1
Y Combinator
competitors
6
Mapped from High Signal graph features.
status
generated
D1 lookup
last updated
2026-07-15
16:41 UTC
source evidence
Why this company exists here

Y Combinator

yc-company-directory #5890

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 wor

source
generated read
High Signal interpretation

o11 is classified as AI agents from source descriptions and fund-directory context. Similar companies below are ranked from offline product facets and meaningful description overlap; category and source affiliation can only strengthen an existing product match. For lookup-created rows, the profile starts as pending enrichment until deeper source collection runs.

offline extraction
Product facets
financial services firmsAI softwareChatGPTExcel modelsmarket data toolsIC memosslide templatesslide templatesdata roomsfirmreporting workflows
mapping method
Similarity graph

Local clusters rerank extracted product concepts and description terms. The generated graph remains the fallback for sparse descriptions: offline reciprocal product-similarity graph: extracted concepts + description terms + bounded category/affiliation boosts. Minimum fallback score: 0; max competitors: 6.

discovery cluster

Companies similar to o11

AI agents · 6 peers

A deterministic local cluster built from offline product facets and meaningful description terms. Category and selected-institution affiliation provide bounded tie-breaks. Open any peer to continue exploring its cluster.

Aleph

match 71

Aleph helps top finance teams work with their data in real time. Businesses can automate financial models and streamline budgeting and forecasting with the fastest-to-implement FP&A platform. Aleph eliminates the need to export data from multiple sources by syncing spreadsheet models with data from 150+ integrations, and allows teams to interact with their data in no-code dashboards. From annual budgeting to ad hoc reporting, scale your financial processes faster with better data without expandi

shared extracted concept terms: model, financial; shared product terms: financial, model, report, processe; shared product theme: workflow automation, developer infrastructure; shared affiliation: Y Combinator

Rima AI (formerly Garage)

match 69

Rima helps accountants automate document and spreadsheet work with accuracy and cell-level audit tracking. For accountants that deal with messy docs and spend their time in Excel, Rima enables them to build workflows in natural language to extract and process financial data from PDFs or ERPs into their Excel templates and reconcile their spreadsheets in minutes. Accountants build these workflows once and our agents do the work for them going forward, preserving their institutional memory and kno

shared extracted concept terms: excel, workflow; shared product terms: financial, deal, excel, template; shared product theme: workflow automation; same category: AI agents; shared affiliation: Y Combinator

Zarna

match 68

Zarna is private equity’s first AI associate class. Our agents plug directly into your firm’s data and work like a deal team that never sleeps. Zarna’s agents analyze CIMs, build LBOs, update CRMs, draft IC memos, & act based on decades of proprietary firm knowledge. The result: investors spend less time buried in decks and spreadsheets, and more time on judgment, relationships, and winning deals.

shared product terms: firm, deal, crms, ic; same category: AI agents; shared affiliation: Y Combinator

Centauri AI

match 68

Centauri AI is a modern ETL and Data Science platform for banks and investment firms, starting with Structured Finance. Financial firms heavily rely on Excel, PDF, and PPT files to exchange complex asset details, leading analysts to spend hours crunching the files and extracting insights. Moreover, these data files and reports cannot be easily reused due to poor data infrastructure. Powered by AI, our product cuts hours of data wrangling work down to minutes and makes it possible to query past d

shared extracted concept terms: financial, firm, excel; shared product terms: firm, financial, excel, report; shared product theme: developer infrastructure; shared affiliation: Y Combinator

Quary

match 63

Quary is the first analytics engineering platform that brings the entire model-test-deploy workflow into the browser. At our first customer, a fast-growing fintech company, Quary empowers analysts in the growth team to self-serve, contribute, and reduce reliance on the data engineering team, letting teams ship metrics faster & executives get answers sooner

shared extracted concept terms: model, workflow; shared product terms: model, workflow, faster, deploy; shared product theme: workflow automation, developer infrastructure; shared affiliation: Y Combinator

Crunched

match 62

Crunched is the Excel AI analyst for power users - in consulting, investment banking, and private equity. It error-checks workbooks end-to-end, builds models from scratch, and handles grunt work like extracting and linking data from IMs to template models - all within Excel so teams can review and iterate as usual. Agents struggle with tabular data - getting reliable, multi-step execution over thousands of interlinked formulas, sheets, and ranges is hard. Making Crunched good enough for people w

shared extracted concept terms: model; shared product terms: excel, model, template, step; same category: AI agents; shared affiliation: Y Combinator