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.
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