Daloopa

Daloopa has become infrastructure for AI research. Its source-linked fundamentals reach analysts through an Excel add-in that updates their own models, and reach AI platforms through an MCP server connected to Claude, ChatGPT, Microsoft 365 Copilot, Gemini Enterprise, Perplexity, Hebbia, Rogo and, since September 2026, Model ML. OpenAI named Daloopa among the data providers built into ChatGPT for Financial Services at its September 2026 launch. No other company in our coverage is distributed this widely.

The data is the strength; the platform evidence lags. Every data point links to its source document, and the published retrieval benchmark can be rerun by any buyer. We did not locate a SOC 2 or ISO 27001 attestation, single sign-on is limited to Microsoft Entra, hosting is multi-tenant, and the Scout assistant retains prompts for fourteen days. Accuracy figures are self-reported without method.

We lower the rating to Established, at 6.76, with an Improving outlook. The change from 7.8 reflects recalibration to the full sub-criteria standard applied to every company covered since October, not a change in the business. Content Daloopa does not offer — broker research, consensus estimates and an expert-network library — is now scored as absent rather than adjusted for fit, and undocumented security controls are scored as such; together these take Data & Content from 8.60 to 6.33 and Enterprise Readiness from 6.80 to 5.43. The framework's treatment of data vendors is on the agenda for the Q1 2027 review. Distribution momentum supports the Improving outlook, and a published security attestation remains the single most valuable addition.

Strengths

• Source auditability. Every data point is hyperlinked to the filing, presentation, release or transcript it came from, which suits model audit, compliance review and grounding AI agents.
• Distribution through AI platforms. Launch data partner for Claude for Financial Services, a built-in data provider in ChatGPT for Financial Services (September 2026), with MCP connectors for Microsoft 365 Copilot, Gemini Enterprise and Perplexity, and data inside Hebbia, Rogo and Model ML.
• Excel-native model updates. The add-in updates the analyst's own model at earnings while preserving format, and Retrofitter audits historical inputs against source.
• Coverage and depth. More than 6,000 companies with 10–14 years of history and deep KPI and segment detail, refreshed within about 90 minutes of earnings by the company's account.
• Rerunnable benchmark. The retrieval benchmark dataset is published on Hugging Face, so a buyer can test the claims directly.
• Fresh capital and growth. A $47m Series C led by Brighton Park in May 2026 brought total funding to about $100m, and the company reports revenue doubling year on year.
• Accessible commercial model. A free tier, per-company subscriptions and AWS private offers make it straightforward to trial on a firm's own universe.

Cautions

• Security attestation. We did not locate a SOC 2 or ISO 27001 attestation; the trust centre does not name a framework.
• Identity integration. Single sign-on supports OpenID Connect through Microsoft Entra only; SAML 2.0 is not supported.
• Hosting and retention. Hosting is multi-tenant AWS with no dedicated-tenant option.
• Accuracy evidence. Accuracy is stated as above 99% in one place and 99.99% in another, without method or third-party audit, and the benchmarks are vendor-run.
• Coverage claims. Company counts have moved from about 4,000 to 6,000+ across materials, and benchmark accuracy was lower for non-US companies.
• Operational model. A large share of staff appears to be in India, where analysts historically validated data.
• Pricing. Paid tiers carry no published prices, entitlements vary by company count and credits, and the free tier was tightened in September 2026.
• Named clients. Preqin is the only client named publicly; bank and fund case studies are anonymised.