o11 Team - June 2026
About o11
o11 is bespoke AI built for financial firms. Their agent lives inside the enterprise apps deal teams already work in - Excel, PowerPoint, Word, Google Workspace - and actually does the work, instead of answering questions in a side panel. From a single natural-language prompt it builds fully linked three-statement models, investment committee memos, CIMs, buyer lists, and client-ready decks in the exact format a firm expects.
Founded by Aryah Oztanir and Ajay Misra, and backed by Y Combinator (W26), o11 is already used by investment banks, private equity firms, hedge funds, and asset managers. The thesis is simple: the AI inside legacy tools doesn't actually do the work. o11 does.
o11 is built for capital markets teams, with workflows tuned to how each desk actually works:
Investment banking. Models, buyer lists, data-room review, CIM drafts, and IC materials, automated so deal teams move faster across pitch, diligence, and delivery.
Private equity. Firm-specific AI across sourcing, diligence, and portfolio work, tuned to each firm's own templates and process.
Hedge funds. Filings, market data, internal notes, and watchlists pulled into one flow for faster research and risk decisions.
Asset management. Standardised research, reporting, and portfolio commentary across strategies and scaled investment teams.
Whatever the desk, the work runs on the same raw material - filings, company fundamentals, market data, and news.
The Challenge
Every deliverable o11 generates has to be grounded in real financial data. A three-statement model built from a 10-K. An IC memo that cites the latest filings. A market summary that reflects what happened this morning, not last quarter.
For an agent serving financial firms, that means coverage across SEC filings, company fundamentals, financial data, and news - all retrievable fast enough to sit inside an interactive workflow, and accurate enough that a VP can audit any number back to its source.
The obvious path is to build that data layer in-house: license the feeds, spin up the ingestion pipelines, index the filings, normalise the formats, and keep all of it fresh. That is months of infrastructure work before a single deliverable ships. For a team whose entire edge is the agent and the in-app experience, every week spent plumbing data pipelines is a week not spent on the core product.
o11 needed accurate financial data their agents could call directly, without becoming a data-engineering company to get it.
The Solution: Valyu as the data layer
o11 integrated Valyu as the retrieval layer behind their agents. Instead of building pipelines and indexes over raw filings and market data, their agents call a single prebuilt API for SEC filings, company research, financial data, and news.
Because Valyu ships as native AI SDK tools, the integration dropped straight into o11's existing agent stack. The agent calls Valyu the same way it calls any other tool, the search is structured for tool calls and tuned for knowledge work, and the results come back ready to feed straight into a model, a memo, or a deck.
No feeds to license. No ingestion to maintain. No index to keep fresh. The data layer that would have taken months to build became a few lines of code.
We get to parse through accurate data without building out pipelines or indexing raw data ourselves. We just use a prebuilt API, integrate it directly into the AI SDK, and it's seamless - SEC, filings, company, and news search, all there. The API is really tailored for knowledge work.
- Aryah Oztanir, Co-Founder & CEO, o11
What Valyu Got Right
Native AI SDK tooling, built for finance. Valyu's search tools plug into the AI SDK like any other tool - no glue code, no custom wrappers - and return SEC filings, fundamentals, financial data, and news structured for tool calls, not raw web pages an agent has to parse.
Coverage, indexed for you. Valyu indexes the sources o11 would otherwise have to license and ingest, including proprietary financial data, behind a single call.
Source-grounded and traceable. Every result traces back to a primary source, so a number in an o11 model or memo can be audited back to the filing it came from - exactly what a financial firm needs before it trusts an output.
Results & Impact
Since integrating Valyu, o11 shipped its data layer in days rather than months, and every model, memo, and deck it generates is built on current, auditable data - leaving its engineers on the agent and the in-app experience, not a data platform.
Why Valyu
If you are building agents for financial services, the hard part isn't the agent - it's the data underneath. Valyu is that layer: filings, fundamentals, financial data, and news, indexed, source-grounded, and fast enough to sit inside a live workflow, behind one API with native AI SDK tooling. o11 plugged it in and went straight to building the product its customers came for.
o11 builds bespoke AI for financial firms, inside the enterprise apps their teams already use. Learn more at o11.ai.
Want to try Valyu yourself?
Get started in our playground or dive into the documentation.
Questions? Reach us at contact@valyu.ai.