LinkedIn · Jul 2026
Ajay Misra announced o11 Automations, describing trigger-based workflows that use company data, templates, and institutional memory to execute actions inside enterprise apps.
Company research
Public company, workplace, funding, and market signals
Overview
o11.ai is a San Francisco-based Y Combinator Winter 2026 startup building a bespoke AI knowledge layer and execution platform for financial firms, centered on Atlas (firm memory) and Compass (workflow execution) inside tools like Microsoft 365 and Google Workspace. Public sources emphasize regulated enterprise deployments, permission-aware context, and in-app automation rather than a standalone chat interface.
Primary product
Atlas, the firm-memory and workflow layer inside o11 for financial services
Founded
2025
Headquarters
San Francisco, California, United States
Team size
1-10
Industry
Software Development
Sub-industry
AI software for financial services and enterprise workflow automation
Offices
560 20th St, San Francisco, California 94107
San Francisco, California, United States
Business model
B2B enterprise software
Managed SaaS
Private cloud/VPC deployment
Single-tenant deployment
On-premises deployment
Funding
Stage
Seed
Total raised
$125K
Latest round
Seed · Apr 2026
People & investors
Work & culture
Engineering-led, security-first, and enterprise-focused; emphasizes local-first infrastructure, bespoke deployments, and support for regulated financial workflows.
Product & market
Pricing
Demo-led enterprise sales; public pricing is not disclosed.
Differentiators
- —Embeds agents directly inside the apps where work already happens
- —Focuses on financial-services workflows instead of generic productivity chat
- —Builds permission-aware institutional memory across firm data sources
- —Produces auditable, source-grounded outputs tied to firm context
- —Offers deployment flexibility across SaaS, private cloud/VPC, single-tenant, and on-premises environments
- —Integrates across Microsoft 365 and Google Workspace as well as enterprise systems of record
Technology
Microsoft 365
Google Workspace
Excel
PowerPoint
Word
Google Docs
Google Sheets
Google Slides
Salesforce
DealCloud
Outlook
ERP systems
data rooms
market data
PostHog
Google Analytics
SOC 2
SSO/IAM
audit logs
encryption at rest and in transit
Customers
Investment banking firms
Private equity firms
Hedge funds
Asset managers
Private credit firms
Wealth management firms
Insurance firms
Capital markets teams
Family offices
Finance operations teams
Competitors
Microsoft Copilot
Google Gemini
Claude
ChatGPT
Numerous.ai
Coefficient
Moveworks
Workato
Zapier
n8n
Scale & contact
Latest news
LinkedIn · Jul 2026
Aryah Oztanir introduced Atlas as o11’s institutional-memory layer for financial firms, indexing emails, meetings, data rooms, CRM, and transaction history into a hyper-customized firm model.
LinkedIn · Jul 2026
o11 announced Grids, positioning it as a row-scale research and data-modeling workflow for investment banking and private equity teams.
LinkedIn · Jun 2026
o11 described its institutional-memory product as connecting source data to assumptions and final deliverables, with an emphasis on security, auditable outputs, and financial workflows.
o11 Blog · Nov 2025
o11 said it secured strategic funding and support from LeapYear to scale engineering, expand enterprise support, and strengthen local-first security infrastructure.
Jobs and careers at o11
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