Resources

Webinar Series

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Tuesday, August 5 – 12:00pm ET

Using Daloopa MCP and AI for Private Markets

See how private equity and venture capital teams are connecting AI tools to Daloopa MCP to streamline diligence, valuation tracking, and portfolio monitoring workflows.

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Thursday Aug 7 - 12pm ET

Using Daloopa MCP and AI for Investment Banking

Learn how investment bankers are using Daloopa MCP-powered AI to accelerate comps analysis, precedent transaction modeling, and pitchbook prep—without compromising accuracy.
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Friday, August 15 – 12:00pm ET

Using Daloopa MCP and AI for Buyside Equity Analysts

Discover how hedge funds and multi-managers are using Daloopa MCP to fuel AI-driven model updates, KPI tracking, and thematic deep dives.

Featured Blog Posts

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GenAI Hasn’t Transformed the Finance Industry Yet, But Daloopa MCP is Here to Fix That

LLMs fall short for financial analysis. Discover how Daloopa MCP's unique approach delivers the rigorous, quantitative accuracy GenAI needs for true finance transformation.
Figma IPO: The Crown Jewel of 2025's IPO Renaissance

Figma IPO: The Crown Jewel of 2025’s IPO Renaissance

The 2025 IPO market has awakened from its multi-year lull, but no company exemplifies the perfect mix of growth, profitability, and market positioning quite like Figma.
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Rising Fast, Spending Faster: The Hidden Risks in Coreweave’s Rally

Coreweave (CRWV) completed its IPO of 37.5 million shares, downsized from 49 million shares, on March 28th at $40 per share in a somewhat disappointing raise, well down from the expected range of $47 to $55 per share
daloopa's add-in new design

The All-New Daloopa Add-in: Retrofit Your Models in Minutes

We’re rolling out the biggest upgrade to the Daloopa Excel Add-in yet — a full redesign that makes onboarding, retrofitting, and updating your models faster, easier, and more intuitive than ever.
Anatomy of the Research Initiation Post IPO- CRWV

Anatomy of the Research Initiation Post IPO- CRWV

Coreweave (CRWV) completed its IPO of 37.5 million shares, downsized from 49 million shares, on March 28th at $40 per share in a somewhat disappointing raise, well down from the expected range of $47 to $55 per share
Why Netflix Stands Alone as a Recession-Resistant Tech Stock

Why Netflix Stands Alone as a Recession-Resistant Tech Stock

Netflix (NFLX) posted strong results across the board, with revenue growth of 13% year-over-year (16% FX neutral), and even more impressive operating income rising 27% year-over-year. Q1 marked the first quarter in which the company no longer provides subscriber metrics as it focuses more on
Podcast

Volatility and Its Impact: How Investors Manage Risk in Turbulent Times

In this episode of InDaloop, Thomas Li discusses the concept of volatility in the financial markets, particularly in the context of recent record-breaking fluctuations driven by fears of recession and Fed actions. He breaks down volatility’s key role in option pricing through models like Black-Scholes, explaining how options have intrinsic and extrinsic values. Volatility serves as a gauge of market fear, which is reflected in tools like the VIX, often called the “fear index.” Li highlights the connection between rising volatility and increased demand for portfolio insurance via options, and how investors can use implied volatility to understand broader market sentiments or specific securities. Finally, he emphasizes the importance of time as a cost factor in volatility, particularly in relation to options nearing expiration.

Inside UnitedHealth: What Went Wrong – and What Comes Next

Tariffs: Sector Impacts and Strategies

You can’t model what you don’t understand

case studies

Case Study: Deeper insights and faster decisions with AI-powered historical data at US-based Mutual Fund

See how one mutual fund saved two days per analyst during earnings and 50% when building new models with Daloopa.

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White Papers

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The Anatomy of a Hedge Fund: Fund Fees and Expenses Explained

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AI-powered Financial Modeling: Completeness, Accuracy and Speed

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Daloopa Migration Guide

"When I first started as an analyst I was shocked at how manual everything was. Thanks to Daloopa, I don't hate my job anymore."

Senior Analyst at a L/S Hedge Fund

Events

26/04/2024
Lotte Hotel, New York

Wolfe Fintech Forum 2024

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Yes, Daloopa has models for most major international companies, including ones that report in non-English languages.

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.

We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

IPO Alerts

Be first to model recently filed IPOs

Daloopa creates datasheets for companies estimated to be >$2B within 48 hours of S-1 filing.

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Download the Oracle Datasheet!

Download Nvidia DataSheet

Download the Starbucks datasheet here