Daloopa Scout has moved from beta to general availability, bringing AI financial modeling to the Excel workflows public-equity teams already run every day. Powered by Daloopa’s structured, verified fundamental data layer, Scout helps build and update financial models from plain-language prompts, populate historicals and KPIs, and start common workflows faster.
What Scout helps analysts do
Scout is designed around the Excel workflows of public-equity analysts:
- Build new financial models from company historicals and KPIs
- Update existing models after earnings or new disclosures
- Compare companies across an industry using consistent metrics and periods
- Fill in templates while preserving the analyst’s preferred structure and format
Why the data layer matters
Financial models need more than fast AI output. They need reported data in the right place, a clear path back to the original filing or disclosure, and workflows that fit how analysts already work in Excel.
Scout uses Daloopa’s structured data as its foundation. Reported values are mapped to the correct line items and periods using fixed rules, rather than relying on an LLM to place each datapoint cell by cell. This helps reduce one of the biggest risks in AI-assisted modeling: the right data ending up in the wrong place.
Key capabilities
Quick-start prompts
Start common workflows like building a model, updating a model to include the latest quarter, comparing companies, building trading comps, and filling in a template. Scout prepopulates a starter prompt that you can review and customize before sending.
Custom skills
Reuse your own workflows by saving instructions you use often and applying them during subsequent tasks.
Source document reading
Read filings, earnings releases, transcripts, and investor presentations when newly released information is not yet in Daloopa’s structured data.
See Scout in action
Scout is included in Daloopa Core and Premium subscription plans. If Scout is not already included in your account, request a demo to see how it could fit your modeling workflow.
