Equity Research

Supercharge Your Equity Research with the Right Software: Build Models Faster and More Efficiently

Are you searching for an equity research software solution that actually saves time and delivers tangible value?

Daloopa automates data collection, allowing you to build models faster and focus on uncovering unique insights that drive results.

Our equity research subscription puts powerful tools in your hands, letting you make better investment decisions, faster.

You need a copilot for building models when…

You are initiating coverage on a new company or sector and need to build a robust financial model quickly.
You are tasked with conducting rapid due diligence on a potential investment opportunity and need to build a working model fast.
You're simply fed up with the time sink and potential for errors in the legacy model building process, looking for more intelligent equity research software.
The Problem

Manual data collection is a major bottleneck in equity research.

Digging through SEC filings, investor relations sites, and other sources to pull historical data for model building can take days. This time-consuming process detracts from higher-value activities like strategic thinking, competitive analysis, and crafting insightful investment recommendations. This is an inefficiency we have all seen as equity research analysts.

Legacy Model Updating Process during Earnings

Pull historical filings

(SEC EDGAR, Company IR sites)

Time: 1 Day+

Ten-year historical data and key performance indicators dataset consisting of at least forty files, comprising 10Qs and annual reports.

Copy and paste from each file

Time: 4 - 8 Hours

Total time spent coping and pasting varies based on complexity of model built.

Link data in the model

Time: 1 - 2 Hours

Connect data from the three statements Income Statement, Balance Sheet and Cash Flow.

Verify and audit

Time: 1 Day+

Ensure transferred data accuracy and formatting.

Define business drivers

Time: 4 - 8 Hours

Establish the true indicators that help you understand the true performance of the company.

Building out Forecast

Time: 1 - 2 Hours Hours

Create formulas to understand the forward looking estimates for the company.

The Solution

Daloopa is the equity research software solution you’ve been waiting for. Our platform streamlines the entire process, providing instant access to meticulously structured financial data and KPIs. With a Daloopa equity research subscription, you can build robust company models in a fraction of the time. Our platform consolidates all historical data into a single, time-series structured datasheet, with every data point hyperlinked to the underlying source document.

Legacy model
building process

Pull historical fillings

Time: 1+ Day

Copy and paste from each file

Time: 4 - 8 Hours

Link model

Time: 5 Minutes

Verify and Audit

Time: 5 Minutes

Define business drivers

Time: 5 Minutes

Build out forecast

Time: 1 - 2 Hours

Total Time – Initiating a new model

Time: 2 days - 1 week+

Building a model
with Daloopa

Login, search for company, download file

Time: 5 Minutes

Copy/paste time series data for model line items

Time: 30 Minutes

Self-verify and audit accuracy

Time: 15 - 30 Minutes

Total Time – Initiating a model

Time: 45 - 60 Minutes
The Benefits

Reclaim your time and focus on what matters: generating alpha. Daloopa, a critical equity research software tool for analysts, delivers 50-70% time savings compared to the traditional approach. Get critical context with source document hyperlinks. Start with a comprehensive Excel datasheet, enabling quicker modeling. Identify the most relevant business drivers from the largest dataset available. Spend more time doing profitable research.

50 - 70%

Time savings

compared to the traditional legacy approach.

Get context quickly and decide if you should include data in your model with hyperlinks.

Start with a comprehensive Excel data sheet for quicker modeling.

Choose the best drivers from the largest data set available.

Private Equity

Streamline your private equity due diligence

Ready to build robust financial models in minutes, not days?

Daloopa’s equity research software empowers analysts to automate data collection and build comprehensive models with ease. Reach out to our team to see how we can help you supercharge your research process.