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Building New Models

Cut down on ramp-up time

Daloopa can help users cut up to 90% of the time spent finding and adding financial data to models for new companies so you can focus your time on getting up-to-speed and building nuanced insights.

You need a copilot for updating models when…

You are starting a new
analyst job
You have inherited legacy models
You spend hours deconstructing
sell-side models
You want to quickly expand your coverage universe

The Problem

Model building is time consuming with new analysts taking 6-12 months to fully ramp in their new jobs. When expanding coverage, it can take up to two weeks to build a fully useful model.
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The legacy process of getting financial data for new companies into analysts’ financial models is highly manual. Even with resources like SEC EDGAR or company investor relation sites aggregating relevant documents, it takes time to manually download needed files, convert them into usable formats, copy-and-paste from discrete source documents into time-series models, and finally validate the data.
Legacy Model Building Process
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
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.
Build out forecast
1 - 2 Hours
Create formulas to understand the forward looking estimates for the company.

The Solution

Daloopa helps analysts easily access and implement historical financial data for new coverage companies by allowing you to build company models with reported data and KPIs faster, freeing time to dive deeper into the context and nuanced insights that drive results.   


We consolidate all historical financial data and KPIs for individual companies into a single historical data sheet. Data is time-series structured for each data point, with each data element hyperlinked to underlying source documentation.
Legacy model
building process
Pull historical fillings
Time: 1+ Day
Copy and paste from each file
Time: 4 - 8 Hours
Link the model
Time: 1 - 2 Hours
Verify and audit
Time: 1+ Day
Define business drivers
Time: 4 - 8 Hours
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

Save time ramping and start producing ideas faster

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
Updating models

Update data faster during earnings

Update models in minutes with Daloopa

Ready to ramp up fast?

Daloopa has helped hundreds of analysts start providing value faster by accelerating their ramp up time.
Reach out to our team to see how we can help you.
Schedule a Demo