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Daloopa

Source-linked historical fundamentals and KPIs delivered into Excel and AI

GAII rated 6.76 / 10 — read the rating

Daloopa extracts historical fundamentals and company-specific KPIs for more than 6,000 public companies, with every datapoint hyperlinked to its source filing. Delivery spans Excel sheets and an add-in, the Scout modeling agent, an API, MCP connectors and cloud shares, serving hedge funds, mutual funds, banks and AI developers.

GAII take
Becoming a common data layer for finance agents; compare KPI depth and update latency against Visible Alpha and Canalyst before standardising.
Website
daloopa.com
Headquarters
New York, NY, USA
Founded
2019
Company type
Startup
Funding
$98M · Series C+
Latest round
Series C · $47M · May 2026
Status
Active
Founders
Thomas Li, Daniel Chen, Jeremy Huang
Investors
Brighton Park Capital, Squarepoint Capital, Touring Capital, Nexus Venture Partners, Morgan Stanley, Pavilion Capital
Named customers
Kultura Capital Management, Parallaxes Capital
Also in
Modeling & Analyst Productivity
Buyer
Hedge fundsAsset managersInvestment banks
Asset class
Public equities
Workflow
Modeling & valuationResearch & diligence
Ai capability
Document extractionSpreadsheet-nativeAgents & automation
Delivery
API / data feedExcel / Office add-inSaaS application

GAII ID GAII-T0127 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.