The financial copilot with the best data on the market
- Seamless Excel integration for financial analysts.
- Update financial models in minutes, not hours.
- Every datapoint hyperlinked to filings & transcripts.
- BENCHMARK
AI Data Infrastructure Automatically Built In
The Most Complete Data
Fundamental data sourced from SEC filings, investor presentations, press releases, and all public filings – exclusive to Daloopa and vertically integrated into our Excel Agent
AI-data parsing process
Data collected via a proprietary AI parsing workflow and expert analysis using “comprehensive data extraction” methodology vs traditional “template based data extraction”
Differentiated and Actionable
13 years of data history with 4-10x more data points per ticker than the next leading fundamental provider. Captures key disclosures like guidance, KPIs, segmentals and geographic breakdowns.
Accurate
and Auditable
Unparalleled auditability with hyperlinks sourced to each data point. Each data point is quality assured, with an average accuracy rate of >99% across millions of datapoints.
Enables LLMs and AI Partners
The premier partner to Anthropic’s Claude for Finance product, unlocking new analytical capabilities with <3% hallucination rate.
- DALOOPA’S FEATURES
Features Powering Our Copilot
Retrofitter
Links your Excel models with source documents
- Seamlessly fits your existing models with hyperlinks
- Audits your historical data inputs with QA’d data
- Prepares rolled up numbers to be updated with fundamentals
Updater
Automatically updates models with latest disclosure
- Intuitively matches your model’s native formatting
- Highlights newly disclosed line items, and maps them to previously discontinued metrics
- Updater error rate of less than 1%
- Reconciles discrepancies in units, signs, currencies and periods
Model Builder
Build top to bottom models with a prompt
- Generate actionable models with QA’d data within minutes, directly in Excel
- Perform analytical prompts within model
- Test assumptions and regenerate pieces of model without manual entry
- Transparent and auditable reasoning for each build step
The Daloopa
Difference
150+
Powering 150+ major financial institutions, hedgefunds, private equities and corporate teams
2hrs
An average of 2 hours saved per ticker each earnings season.
70%
Decrease in time spent for new model builds
4700+
Domestic and global tickers covered