Private Equity

Winning Private Equity Financial Models in Excel: Streamline Due Diligence with Powerful Data

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.

You need a copilot for building models when…

You are evaluating a new investment opportunity and need to quickly build a robust financial model in Excel.
You are conducting due diligence on a potential target and need to access reliable historical data.
You need faster building for private equity fund financial models to analyze the investment.
The Problem

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.

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 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.

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

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.

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.

Equity Research

Build robust financial models in minutes

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.

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