Updating Models

Automate earnings data updates for faster insights

Daloopa eliminates the manual work involved with updates during earnings season.

We help users reduce hours spent updating financial data in their models so you can focus on insights, prioritize calls and questions, and finish the quarterly demands earlier.

You need a copilot for updating models when…

You are juggling multiple companies during earnings
You are prepping for multiple earnings calls
You are needing to fill in the gaps with more data fast

The Problem

Updating models during earnings takes time away from value work that drives results.

With multiple coverage companies report earnings during quarter-end, many spend late nights over weeks getting up to speed on the released data.
Legacy Model Updating Process during Earnings
4 PM: Earnings release
Hurried manual search, consolidate early information and notify Portfolio Manager and other internal stakeholders. Prep for call.
5 PM: Call + Analysis
Attend the company earnings call, take notes, and ask questions to further inform early analysis.
6 PM:  Update Backlog
For the rest of the evening, incorporate new data, revisit estimates and projections, draft investment notes, and more. And maybe even get a meal.
12 AM+: Update Models with Fillings
As 10Q/K becomes available, manually update models to reflect latest result and guidance information.

The Solution

Daloopa’s AI-driven technology extracts and organizes all the latest reported company financials and KPI data within minutes of release.

Once updated data is available, the Daloopa Updater delivers that data directly into analysts’ models with a single click.

Daloopa accelerates fundamental analysts' process in three main areas:
Earning Release
Clear Backlog
Updating models with fillings
Initial data and KPIs start start updating within minutes on average of SEC filing. This helps with call prep and prioritization on multiple release days.
We deliver the most assistance to analysts by cutting update times anywhere from 15 minutes to hours, depending on sector and/or model complexity.
In addition to clearing backlog, after financials are filed, full model updating is available with just a single-click.
Earning Release

Initial data and KPIs start start updating within minutes on average of SEC filing. This helps with call prep and prioritization on multiple release days.

Clear Backlog

We deliver the most assistance to analysts by cutting update times anywhere from 15 minutes to hours, depending on sector and/or model complexity.

Updating models with fillings

In addition to clearing backlog, after financials are filed, full model updating is available with just a single-click.

The Benefits

Get to better ideas faster and outperform your peers

15–45 Minutes

On average per model update per company
Feel confident in your quick data being accurate with hyperlinks
Drive more ideas and make
more informed decisions
faster
Save time, get to analysis, insights and ideas quicker
Building new models

Cut down on ramp-up time

Build new models faster with Daloopa
CREATING INDUSTRY COMPS

Stay on top of industry trends

Create industry comps easily with Daloopa

Ready to focus on generating winning investment ideas?

Daloopa has helped hundreds of analysts automate updates and stop manual data scrubbing during earnings. Reach out to our team to see how we can help you.
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