The core data infrastructure for AI and agentic workflows in finance. #equityresearch #fundamentaldata #historicaldata #AI #valueinvesting
New York
Joined April 2024
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We are proud to announce a new strategic partnership with @OpenAI. Daloopa’s select fundamental data is now natively available in ChatGPT for Financial Services, a new enterprise product built specifically for banks and financial institutions.
Read more: hubs.ly/Q04x9zQ30
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Thanks to @ATeamInsight, from A-Team Group for their coverage on the general availability of Scout, Daloopa's AI assistant for financial modeling in Excel — and how it's putting a verified data layer behind every model analysts build.
Read here: hubs.ly/Q04x2bCB0
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Daloopa Scout, our AI financial modeling assistant in Excel, is now generally available and helps analysts build models from scratch, update models after earnings, and compare companies — grounded in our verified data layer.
Read the announcement: daloopa.com/blog/press-relea…
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We're excited to announce that Daloopa data is now available in @Hebbia via MCP. This brings our verified, source-linked financial data on 6,000+ global tickers directly into Hebbia. Now teams can make decisions faster, grounded in trusted data: hubs.ly/Q04w4LFF0
We’re excited to share that Daloopa has joined forces with @GoogleCloud for the launch of our new financial data MCP connector built on Google Cloud's Gemini Enterprise for Financial Services. #GeminiEnterprise
Read the announcement: hubs.ly/Q04vbS330
Following the announcement of our new MCP connector in Microsoft 365 Copilot, @fintechf noted: “By providing AI-ready financial data that is source-linked, Daloopa is tackling the 'trust gap' that has kept many firms in the pilot phase.” Read more: hubs.ly/Q04mZc6y0
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We’re thrilled to announce that Daloopa now integrates with @Microsoft 365 Copilot via MCP — enabling Copilot users to move faster on financial analysis and create content in Microsoft Word, Excel, and PowerPoint with Daloopa’s trusted data.
Learn more: hubs.ly/Q04mFKMQ0
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Daloopa is now a featured connector in @OpenAI's new financial markets plugin for ChatGPT Codex.
Access audit-ready financial data across 5,500+ public companies directly in Codex via MCP.
Learn more about Daloopa’s MCP: daloopa.com/products/mcp
We’re making Codex more useful for your work by expanding plugins beyond individual tools.
These plugins turn Codex into a specialist for a specific role with a single install, no coding required.
Codex can access 62 popular apps and 110 skills for work across sales, data analytics, creative production, product design, and public equity investing.
openai.com/index/codex-for-e…
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Today we are proud to announce Daloopa’s Series C. This is a defining moment not just for our team, but for every financial institution that depends on reliable AI data infrastructure. Read the full announcement: hubs.ly/Q04j9-y90
Check out our full analysis of the SpaceX IPO generated via the Daloopa MCP and get access to the SPCX Excel Model. hubs.ly/Q04hzrQw0
#spacex #ipo #FinancialModeling
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We are excited to announce our partnership with @rogoai, an enterprise-grade generative AI platform built for financial services, to integrate Daloopa's audit-ready financial data directly into the workflows of 35,000 professionals already leveraging Rogo. hubs.ly/Q04hjwS80
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Today, Daloopa announced a new integration with @perplexity_ai that allows joint customers to connect their existing financial data licenses within Perplexity’s AI platform, enabling investors to run complex financial analyses. Read the announcement: hubs.ly/Q04f2zR00
A new integration connects Daloopa’s trusted audit-ready fundamental data to @perplexity_ai AI workflows, enabling faster, more reliable investment research using the same data that teams already rely on today. Learn more: hubs.ly/Q04f1Cv60
Big 4 hyperscaler earnings land tomorrow, 4/29. Before the prints, we used Daloopa's AI Excel agent Scout to model two dynamics worth watching: NVIDIA's customer concentration and where each hyperscaler's non-NVIDIA silicon program stands. Our analyst POV: hubs.ly/Q04dMLD30
Building internal research agents is a growing priority for investment firms. Daloopa CEO @thomaslijr covers the full process using Claude Code and Daloopa's audit-ready fundamental dataset for AI-powered workflows. Watch on demand: hubs.ly/Q04ckszH0
Daloopa CEO @thomaslijr joined The @hedgineering Podcast + shared his experience partnering w/ Anthropic to build their Excel plugin + his thoughts on whether evolving LLMs help or threaten specialized fintech companies. Listen here: youtube.com/watch?v=iwIZyZpL…
In the Season 2 Finale of The Hedgineer Podcast, host Michael Watson sits down with Thomas Li, CEO of Daloopa, to discuss the shift from basic data extraction to complex, autonomous analytical workflows.
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Introducing Daloopa Skills — specialized prompts giving your LLM a complete investment research workflow. Powered by a complete fundamental dataset with 5,500+ tickers. Select a skill, enter a ticker, and get reliable source-linked output in minutes.
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