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COLD START / catalog / c/dalooparetrieved 2026-05-20T19:58 UTC · 11 sources read

Daloopa

Daloopa sells AI-extracted fundamental financial data to buy-side and sell-side analysts, delivered directly into their Excel models via a one-click add-in and MCP connectors.

daloopa.com · New York

CALL NO.CS·DALOOPA·26
StageStrategic InvestmentJuly 2025 · led by Pavilion Capital[9][11]
Raised$55Mdisclosed rounds[2][1][9][6][7]
Headcount404as of May 2026[7]
Valuationnot publicly disclosedno source in ledger
Founded2019[2][10]
Money

Raised $55M across disclosed rounds.[2][1][9][6][7]

Strategic Investment closed July 2025, led by Pavilion Capital.[9][11]

post-money valuation is not publicly disclosed.

Named investors include Touring Capital, Morgan Stanley, Nexus Venture Partners, Credit Suisse NEXT Investors, Uncorrelated Ventures, Hack VC, Pavilion Capital.[1][2][3][5][9][11]

People

Thomas Li, CEO & Co-Founder[2][5][7][10]

Daniel Chen, Co-Founder, Sales & Operations[2][5][7][10]

Jeremy Huang, Co-Founder (Engineering)[2][5][7][10]

Leo Kulp, VP of Finance[6][9]

Kari Litzmann, Head of Marketing[6][9]

Signals
Jul 31 2025fundingDaloopa raises $13M strategic investment, launches MCP integrated with Anthropic Claude for Financial Services company claim, not independently confirmed[11][9]
Jul 31 2025launchDaloopa launches Model Context Protocol (MCP) connector with OpenAI ChatGPT, extending LLM-agnostic data layer company claim, not independently confirmed[9][11]
May 12 2024newsCEO Thomas Li discloses 'hundreds of the largest financial institutions' as customers at Series B announcement[3]
May 7 2024fundingDaloopa closes $18M Series B led by Touring Capital, with Morgan Stanley and Nexus Venture Partners participating[1][3]
Jul 27 2021fundingDaloopa closes $20M Series A led by Credit Suisse NEXT Investors; LinkedIn headcount up 72% in four months[2]
Comps

Canalyst · canalyst.com · Named directly in Integrity Research's Daloopa coverage as a competitor pivoting into the same fundamental data category; both target buy-side analysts who build and update equity models, and Canalyst is cited alongside Daloopa in analyst workflow stacks (e6).[2][6]

FactSet · factset.com · Named by Integrity Research as a major market data vendor offering financial statement data in the same category Daloopa is disrupting; cited alongside Daloopa in analyst AI workflow comparisons as a competing data entitlement (e2, e6).[2][6]

S&P Global Market Intelligence · spglobal.com · Named by Integrity Research as a major incumbent financial statement data vendor that Daloopa is seeking to disrupt with AI; cited alongside Daloopa in analyst workflow stacks as a competing data source (e2, e6).[2][6]

AlphaSense · alpha-sense.com · Named in analyst workflow commentary (e6) as a competing integrated stack for buy-side AI workflows, explicitly positioned as an alternative to Daloopa for grounding LLM outputs in verified financial data during earnings research.[6]

Risk

The customer proof is company-sourced only. No independent source in this ledger confirms it.[11][9]

Next question

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Daloopa

CALL NO.CS·DALOOPA·26

Daloopa sells AI-extracted fundamental financial data to buy-side and sell-side analysts, delivered directly into their Excel models via a one-click add-in and MCP connectors.

daloopa.com · New York

StageStrategic Investment
Raised$55M
Headcount404
Valuationnot publicly disclosed
Founded2019
CompsCanalyst +3

Ask for one referenceable production customer.

Not a recommendation. The first thing this ledger cannot answer.