As private equity analysts, we’re constantly evaluating potential investments, often under tight deadlines.
Are you looking to optimize your private equity financial model in Excel and improve your fund’s performance?
Daloopa automates data collection, allowing you to build private equity valuation models more efficiently and make informed decisions faster.
Sourcing reliable financial data for private equity valuation models is a huge time constraint.
The days of manually digging through filings and spreadsheets are gone; we need to get to work actually analyzing the investment, not spending all our time digging for sources and formatting data.
Ten-year historical data and key performance indicators dataset consisting of at least forty files, comprising 10Qs and annual reports.
Total time spent coping and pasting varies based on complexity of model built.
Connect data from the three statements Income Statement, Balance Sheet and Cash Flow.
Ensure transferred data accuracy and formatting.
Establish the true indicators that help you understand the true performance of the company.
Create formulas to understand the forward looking estimates for the company.
Daloopa changes the game, making building a private equity model in Excel actually feasible in a fraction of the time.
Daloopa streamlines the entire process, providing instant access to meticulously structured financial data and KPIs.
This dramatically speeds up the time to build an accurate financial model. That will help your private equity financial model actually get used to value opportunities and drive better decisions.
Pull historical fillings
Copy and paste from each file
Link model
Verify and Audit
Define business drivers
Build out forecast
Total Time – Initiating a new model
Login, search for company, download file
Copy/paste time series data for model line items
Self-verify and audit accuracy
Total Time – Initiating a model
Stop wasting time on manual data collection and take back your schedule. Daloopa delivers proven 50-70% time savings compared to the traditional, manual approach. This translates to more deals evaluated, deeper due diligence, and ultimately, better investment decisions.
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.
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.