Daloopa

Daloopa provides AI-extracted financial data from filings and transcripts, giving analysts verified, audit-ready fundamentals at scale.

Overview

Daloopa solves a painful analyst task: manually keying data from SEC filings, earnings releases and transcripts. Its AI reads documents, extracts thousands of financial and operating metrics and backs every data point with a human audit check and a citation to the source page. Models track company releases continuously, so datasets update as new documents appear. Analysts export data directly into Excel and models with full lineage, cutting hours of work per company and reducing transcription errors that plague manual processes.

Key Features

• AI extraction of financial and operating metrics from filings
• Human-audited data with page-level source citations
• Continuous monitoring of company disclosures
• Excel and model integrations with full data lineage
• Deep historical coverage for backtesting and modeling
• Custom metric definitions for specialized workflows

Pricing

Daloopa is sold through enterprise subscriptions for investment teams, scoped by coverage and seats; pricing is provided during sales consultation.

Who Is It For

It serves equity research, investment banking and private equity teams that build financial models at scale and cannot afford data errors.

How It Works

Analysts select companies and metrics; Daloopa’s AI extracts figures from filings, earnings releases and transcripts, with human auditors verifying every data point against the source page. Datasets update as companies disclose, and figures export into Excel and models with full citations linking back to the document.

In Practice

Modeling teams should define their metric conventions first so extraction maps cleanly to their frameworks. The citation links are the trust mechanism — spot-check them during onboarding and the confidence follows. During earnings season the continuous updates matter most; analysts spend their time on interpretation instead of document chasing.

FAQ

Is Daloopa free to use?

Daloopa is an enterprise data service; evaluations are arranged with the sales team rather than self-serve.

Does Daloopa offer an API?

Yes, data delivery happens through Excel add-ins and APIs so figures feed directly into models and systems.

How does Daloopa compare to alternatives?

Its combination of AI extraction with human verification and source citations delivers a reliability that pure automation cannot guarantee.

Can Daloopa update data automatically?

Yes, the platform monitors company filings and releases continuously, updating datasets as new disclosures appear. Analysts therefore work from current figures during earnings season without manually chasing documents across dozens of companies.

Which documents does Daloopa extract from?

SEC filings, earnings releases and transcripts are covered, with metrics extracted and human-verified against source pages. Continuous monitoring picks up updated disclosures so datasets stay current without manual follow-up.