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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.
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]
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]
May 2026 · integrity-research.com
reported
May 2026 · pulse2.com
reported
May 2026 · dataphoenix.info
reported
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.
Ask for one referenceable production customer.
Not a recommendation. The first thing this ledger cannot answer.
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]
The customer proof is company-sourced only. No independent source in this ledger confirms it.[11][9]
Ask for one referenceable production customer.
Not a recommendation. The first thing this ledger cannot answer.
Filled in the side panel for invited readers. This card carries sourced facts only.
May 2026 · linkedin.com
reported
May 2026 · daloopa.com
company