How much funding has Daloopa raised?

Daloopa has raised $54.4M in total funding. Their latest funding round was Series B. Key investors include Touring Capital, Morgan Stanley, Nexus Venture Partners, Credit Suisse.

Where is Daloopa headquartered?

Daloopa is headquartered in New York, USA. The company has a team of 51-200 people.

What does Daloopa do?

Daloopa operates in the AI in Fintech sector. Daloopa is an AI-driven platform that automates the extraction and organization of fundamental financial data for investment professionals, streamlining the financial modeling and analysis process. Daloopa's main value proposition is to provide the most complete and accurate set of public company historical data, delivered directly into analysts' models, thereby saving time, reducing errors, and allowing financial professionals to focus on higher-value analysis and decision-making.

When was Daloopa founded?

Daloopa was founded in 2019. It is based in New York, USA.

Who is the CEO of Daloopa?

Thomas Li is the CEO of Daloopa. The company was founded in 2019.

What funding stage is Daloopa at?

Daloopa is currently at the Growth Stage stage.

How many employees does Daloopa have?

Daloopa has approximately 51-200 employees.

Daloopa

Category: AI in Fintech

Daloopa is an AI-driven platform that automates the extraction and organization of fundamental financial data for investment professionals, streamlining the financial modeling and analysis process. Daloopa was founded in 2019. The company is led by Thomas Li. Based in New York, USA. Team size: 51-200. Total funding raised: $54.4M. Latest round: Series B. Key investors include Touring Capital, Morgan Stanley, Nexus Venture Partners, Credit Suisse.

Founded: 2019
Headquarters: New York, USA
Team size: 51-200
Total funding: $54.4M

Value proposition

Daloopa's main value proposition is to provide the most complete and accurate set of public company historical data, delivered directly into analysts' models, thereby saving time, reducing errors, and allowing financial professionals to focus on higher-value analysis and decision-making.

Products and solutions

Daloopa Scout (AI Excel Agent), Daloopa MCP (Model Context Protocol), Daloopa Data Sheets, Daloopa Add-In (Excel), Daloopa API, Daloopa Cloud (Snowflake/Databricks/AWS S3)

Unique value

Daloopa's uniqueness lies in its AI-powered approach to data extraction, which is specifically trained to understand the complexities of financial documents. This allows for a high degree of accuracy and completeness in the data provided, which is a significant improvement over traditional manual data entry methods. The platform's ability to deliver data directly into users' existing Excel models is also a key differentiator.

Target customer

Daloopa's primary target customers are financial institutions, including hedge funds, private equity firms, investment banks, and asset management companies. The platform is designed for equity analysts, investment bankers, and other financial professionals who rely on accurate and timely financial data.

Industries served

Financial Services, Investment Banking, Private Equity, Asset Management

Technology advantage

Daloopa's key technological advantage is its proprietary AI and machine learning algorithms that can read, interpret, and structure data from a wide variety of financial documents, including SEC filings, press releases, and investor presentations. The business advantage stems from the significant time and cost savings it offers to financial institutions, as well as the increased accuracy and efficiency of their financial analysis.

How they differentiate

Daloopa differentiates itself by using AI to automate the extraction of data from financial documents, providing a higher level of detail and accuracy than competitors. While competitors like Canalyst offer pre-built financial models, Daloopa focuses on delivering clean, structured data directly to analysts, allowing them to build and update their own models with greater speed and precision. This focus on data extraction and delivery, rather than pre-built models, allows for more flexibility and customization for financial analysis.

Main competitors

Canalyst, Tegus, Visible Alpha

Key partnerships

OpenAI, Anthropic, Perplexity, Snowflake, Databricks, AWS

Notable customers

160+ of the largest hedge funds, mutual funds, and bulge bracket banks, Anthropic, OpenAI, Perplexity

Major milestones

Raised an $18M Series B funding round led by Touring Capital in May 2024., Secured a $20M Series A funding round led by Credit Suisse in July 2021., Received $13M strategic investment from Pavilion Capital in July 2025., Launched MCP connector with Anthropic's Claude in July 2025., Launched MCP connector with OpenAI ChatGPT in December 2025., Integrated with Perplexity for AI research workflows in April 2026., Expanded data coverage to 5,500+ global tickers with 14 years of history., Named to Fast Company's 2026 Most Innovative Companies list.

Growth metrics

Specific growth metrics such as revenue or user numbers are not publicly disclosed. However, the company has highlighted its growing customer base and the increasing demand for its services as key drivers of its recent funding rounds.

Market positioning

Daloopa is positioned as a leader in AI-powered financial data extraction for institutional investors. The company targets hedge funds, private equity firms, and investment banks that require highly detailed and accurate data for their financial modeling and analysis. By focusing on the quality and granularity of its data, Daloopa has established itself as a critical tool for financial professionals who need to go beyond standard financial data providers.

Geographic focus

Daloopa is headquartered in New York, USA, and primarily serves the North American market. However, with its recent funding and the global nature of financial markets, the company is expanding its reach to serve clients in Europe and Asia.

Patents and IP

There is no publicly available information on patents or IP held by Daloopa.

About Thomas Li

Prior to co-founding Daloopa, Thomas Li was a TMT Analyst at Point72, an Analyst at KCL Capital L.P., and an Associate at Angelo, Gordon & Co. (now TPG Angelo Gordon).

Official website: https://daloopa.com/