Power Through Earnings Season: Automated Model Updates for Mutual Fund Analysts
For mutual fund analysts, earnings season is both critical and chaotic. Staying on top of a large coverage universe requires rapid model updates.
Daloopa automates this process, allowing you to react to new information faster and with greater confidence.
Get real-time data at your fingertips, giving you a decisive advantage.
You need a copilot for updating models when…
The traditional approach to updating financial models during earnings season is a time-consuming and stressful process.
Late nights, manual data entry, and the risk of errors can distract you from focusing on what matters most: analyzing the results and making informed investment decisions.
Legacy Model Updating Process during Earnings
4 PM: Earnings release
Hurried manual search, consolidate early information and notify Portfolio Manager and other internal stakeholders. Prep for call.
5 PM: Call + Analysis
Attend the company earnings call, take notes, and ask questions to further inform early analysis.
6 PM: Update Backlog
For the rest of the evening, incorporate new data, revisit estimates and projections, draft investment notes, and more. And maybe even get a meal.
12 AM+: Update Models with Fillings
As 10Q/K becomes available, manually update models to reflect latest result and guidance information.
Daloopa transforms the earnings season experience. Our AI-powered platform extracts and organizes the latest company financials within minutes of their release.
The Daloopa Updater then delivers this data directly into your existing models, eliminating manual data entry and freeing up your time for critical analysis.
Get more time back in your day, now. Daloopa accelerates fundamental analysts’ process in three main areas:
Initial data and KPIs start updating within minutes on average of SEC filing. This helps with call prep and prioritization on multiple release days.
We deliver the most assistance to analysts by cutting update times anywhere from 15 minutes to hours, depending on sector and/or model complexity.
In addition to clearing backlog, after financials are filed, full model updating is available with just a single-click.
Reclaim your nights and focus on generating alpha.
Daloopa delivers significant time savings on every model update, allowing you to analyze earnings results faster and make more timely investment decisions. This translates to a competitive edge, improved portfolio performance, and a much more manageable workload.
15 - 45
Minutes
On average per model update per company.
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Drive more ideas and make
more informed decisions
faster.
Save time, get to analysis, insights and ideas quicker.
Reclaim 50-70% of your time and focus
Ready to power through earnings season and reclaim your nights?
Daloopa helps mutual fund analysts automate model updates and focus on what matters most: generating alpha. Reach out to our team to see how we can help you gain a decisive advantage.