Daloopa

Daloopa is an AI-powered financial data platform built for public equity professionals, delivering source-linked fundamental data across 6,000+ global tickers to accelerate the investment research cycle. Every data point Daloopa extracts from SEC filings, press releases, investor presentations, and earnings transcripts is hyperlinked back to its original source, giving analysts an average accuracy rate above 99% and full auditability on every number they use in a model.

The platform solves a core problem for equity analysts, hedge funds, and investment banks: the slow, error-prone manual work of building and updating financial models. Daloopa cuts up to 70% of the time spent building new models when initiating coverage and saves an average of two hours per ticker when updating models during earnings season. Its product suite spans Daloopa Data Sheets for quickly initiating coverage, an Excel Add-In for one-click model updates, Scout (an AI Excel agent that builds and maintains models with the data layer built in), a Fundamentals API for programmatic access, and Daloopa Cloud for cloud-native data delivery.

Daloopa MCP is a read-only, OAuth-secured remote MCP server that equips LLMs and AI agents with the same audit-ready fundamental dataset, and is already used by AI leaders including Anthropic, OpenAI, Perplexity, and Microsoft to ground their agents in verifiable financial data rather than the open web. With 5-10x more data points per company than typical providers and 14 years of historical depth, Daloopa is built for benchmarking, due diligence, inflection tracking, and complex financial analysis like DCFs and three-statement models.

Daloopa is used by more than 185 of the largest hedge funds, mutual funds, and bulge bracket banks, and serves buy-side and sell-side research teams, private equity firms, and builders creating financial AI agents. The company was founded in 2019 by Thomas Li, Daniel Chen, and Jeremy Huang, all with backgrounds spanning equity research, investment banking, and distributed systems engineering, and has raised over $100M including a recent $47M Series C led by Brighton Park Capital.

Daloopa offers a Free plan with access to Data Sheets for up to 3 tickers. Paid plans are quote-based and require speaking with sales: Daloopa Core includes Data Sheets, Excel Add-In, Scout, and MCP access (with monthly limits); Daloopa Premium includes all Core features plus enhanced/unlimited access across Data Sheets, Excel Add-In, Scout, MCP, and API; and the Daloopa Fundamentals API is a separate plan for programmatic access at scale. Exact dollar pricing is not published on the site and is provided during a sales consultation.