Discover how Daloopa integrates AI fundamental data into Excel, streamlining financial modeling and automating investment research processes.

Streamlining Financial Modeling with AI

In the fast-paced world of finance, professionals are constantly seeking ways to enhance efficiency and accuracy in their financial models. Traditional spreadsheet management is not only time-consuming but also prone to errors, hindering timely decision-making and strategic planning. This is where Daloopa’s AI-Powered Financial Data comes into play, revolutionizing the way financial analysts build and update their models.

Automate Your Fundamental Data Updates

Manually updating financial models can be tedious and error-prone. Daloopa eliminates this “monkey work” by automating the process of data collection and updates. With access to data from over 3,500 companies, each boasting more than a decade of historical information, analysts can ensure their models are both comprehensive and up-to-date without the painstaking manual effort.

Key Benefits:

Time Efficiency: Reduce data analysis and reporting tasks by up to 90%, allowing analysts to focus on generating insights and strategic ideas.
Accuracy: Hyperlinked data points ensure that every figure can be verified directly from source documents, maintaining the highest level of accuracy.
Speed: Receive key data updates within minutes of an earnings release, ensuring your models reflect the most current information.

Comprehensive and Accurate Data

Daloopa stands out by providing complete and auditable financial data. Each data point is meticulously collected and linked to its original source, ensuring transparency and reliability. This level of detail is crucial for investment banks, analysts, and financial planners who rely on precise data to drive informed decisions.

Features Include:

Historical Financials: Access to 10+ years of financial data, including KPIs and GAAP to Non-GAAP adjustments.
Real-Time Updates: Receive updates directly in your Excel models with just one click, streamlining the update process during critical periods like earnings seasons.
Customizable Visualizations: Daloopa’s datasheets offer dynamic visualizations that make complex data easy to interpret and analyze.

Testimonials from Industry Leaders

“I can’t imagine our investment process without Daloopa. It’s fundamentally changed our lives for the better by allowing us to scale our team’s effort and time.”
– Andy Lee, Managing Partner, Parallaxes Capital

“Accuracy is the absolute most important thing to me with data. What is great is that I can click to every source and make sure it is accurate. That’s what I love about Daloopa the most.”
– Portfolio Manager, Top 5 US-based Mutual Fund

These testimonials underscore the transformative impact Daloopa has had on financial modeling workflows, enabling professionals to achieve higher productivity and accuracy.

Seamless Integration with Excel

Daloopa offers flexible data delivery options to fit seamlessly into your existing workflow. Whether you prefer downloading Excel data sheets or utilizing a direct feed into your models, Daloopa ensures that integrating their AI-powered data is straightforward and efficient.

Delivery Options:

Daloopa Marketplace: Easily initiate coverage by downloading full data sheets or adding them as a tab into your existing Excel models.
Daloopa Excel Add-in: Install the Add-in to link your models directly to the Daloopa database, updating numbers with a single click during each earnings period.

Choose the Right Plan for Your Needs

Daloopa provides three flexible plans to cater to different user requirements:

Daloopa Free: Get started with 5 free models to kickstart your model building and updating.
Daloopa Standard: Link your existing models to the database and update numbers effortlessly every earnings period.
Daloopa Plus: Enjoy all the benefits of the Standard plan, plus instant filing updates and incremental KPI updates to stay ahead during earnings seasons.

The Future of Financial Analysis

As the financial technology market continues to grow, the integration of AI-driven tools like Daloopa is becoming indispensable. By automating data management and providing comprehensive, accurate financial data, Daloopa empowers financial professionals to focus on what truly matters – strategic decision-making and generating alpha-generating insights.

Ready to transform your financial modeling process and eliminate the tedious manual work? Visit Reef to discover innovative solutions that complement Daloopa’s offerings and further enhance your financial analysis capabilities.

Unlock the full potential of your financial models with AI-powered data solutions. Get Started Today!