/Companies

Daloopa

New York, US · Founded 2018 · Delaware corporation · 7 known investors

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Daloopa builds AI-powered infrastructure that converts financial filings, earnings transcripts, and KPIs into clean, hyperlinked, customizable data for fundamental research. It serves investment professionals and equity research teams.

Also known as Daloopa · Daloopa Inc.

Founders & leadership

Daloopa was founded in 2018 by Jianrui Li, Daniel Chen, Thomas Li, and Jeremy Huang.

JL
Jianrui LiCo-founder
DCDaniel Chen
Daniel ChenCo-FounderHe was a software engineer at Microsoft and at Knewton, and spent time as a researcher at NYU's Courant Institute of Mathematical Sciences before co-founding the company in 2019.
TLThomas Li
Thomas LiFounderBefore starting Daloopa in 2019, he covered TMT credit and equity at Angelo, Gordon & Co., worked as an analyst and partner at KCL Capital, and was a TMT analyst at Point72 Asset Management.
JHJeremy Huang
Jeremy HuangFounderHe spent three years as a software engineer at Airbnb and interned in engineering at Facebook, and earlier founded and ran wecleanyourdorm.com while also interning on the trading side at Oasys Capital Management.

Board

JHJie Huang
Jie HuangCo-Founder
ASAbhishek Sharma
Abhishek SharmaFounding Investor, Board MemberManaging Director at Nexus Venture Partners
TK
Talal KhanBoard director
PSPRIYA SAIPRASAD
PRIYA SAIPRASADBoard MemberInvestment Advisory Council at Neythri Futures Fund

Investors · 7

Funding

SEC filings, press & company announcements

$102.9M disclosed across 4 of 6 rounds · 2021–2026

▶$14.5MraisedOct 2025 · 9 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JIANRUI LIExecutive Officer, Director
  • DANIEL CHENExecutive Officer, Director
  • JIE HUANGDirector
  • ABHISHEK SHARMADirector
  • TALAL KHANDirector
  • PRIYA SAIPRASADDirector
Offering amount
$14.5M
Amount sold
$14.5M
First sale
Jul 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$18MraisedMay 2024 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Daniel ChenExecutive Officer, Director
  • Talal KhanDirector
  • Priya SaiprasadDirector
  • Jianrui LiExecutive Officer, Director
  • Abhishek SharmaDirector
  • Jie HuangDirector
Offering amount
$18M
Amount sold
$18M
First sale
Apr 2024
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$23.4MraisedApr 2021 · 21 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jianrui LiExecutive Officer, Director
  • Daniel ChenExecutive Officer, Director
  • Jie HuangExecutive Officer, Director
  • Abhishek SharmaDirector
  • Talal KhanDirector
Offering amount
$23.4M
Amount sold
$23.4M
First sale
Apr 2021
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Daloopa operates an AI-driven financial data platform that extracts fundamental data and key performance indicators from company filings and disclosures and delivers them as structured, source-linked datasets. Its coverage spans more than 6,000 public company tickers globally with roughly 14 years of history, and the company states it provides 4-10x more data points per company than other providers, with an average accuracy rate above 99% across millions of data points. Each data point is hyperlinked back to its original source document, which the company positions as an audit trail for research outputs.

The product suite addresses several delivery formats: downloadable Daloopa Data Sheets for initiating coverage on a ticker; an Excel Add-In that refreshes existing models against Daloopa's database during earnings season; Scout, an AI Excel agent that builds and maintains financial models on top of Daloopa's data layer; a programmatic API for ingesting KPIs at scale into custom analytics and AI agents; an MCP interface for connecting LLMs and AI agents to the dataset; and cloud-native data delivery into customer data workspaces. The company also publishes a "FinRetrieval" benchmark comparing how LLM-powered agent systems perform on financial retrieval tasks when using an auditable financial database versus the public web.

Daloopa frames its users in three groups: analysts building and updating models, builders creating financial agents that require an audit-ready data layer, and partners embedding the data into agentic workflows to reduce hallucination.

Business model

Daloopa sells access to its fundamental financial dataset and associated tooling to financial institutions and to AI companies, delivered through spreadsheet add-ins, downloadable data sheets, an API, an MCP server and cloud data integrations. A free account tier is offered alongside a demo request path for institutional buyers.

Traction

The website reports adoption by 185+ of the largest hedge funds, mutual funds and bulge bracket banks and by five AI companies (Anthropic, OpenAI, Google, Perplexity and Microsoft). Claimed customer outcomes include a 70% reduction in time to build new models when initiating coverage and an average of two hours saved per ticker when updating models during earnings season.

▸Full profile — market position, technology, go-to-market, geography

Market position

Daloopa positions itself as an auditable alternative to both traditional fundamental data vendors and public-web retrieval by AI systems, citing usage by more than 185 large hedge funds, mutual funds and bulge bracket banks and by five prominent AI companies named as Anthropic, OpenAI, Google, Perplexity and Microsoft.

Stated differentiators are per-datapoint hyperlinking to original source documents for audit-ready outputs, an average accuracy rate above 99%, breadth and depth of coverage (6,000+ global tickers, 14 years of history, 4-10x more data points per company than other providers), and delivery across analyst, developer and agent workflows from a single data layer.

Technology

AI is applied across the pipeline from data extraction through delivery, converting filings and disclosures into normalized fundamental data and KPIs. Every extracted figure is hyperlinked to its original source to support auditability, and the same data layer underpins Scout, an AI Excel agent for building and maintaining models, as well as API and MCP endpoints intended to give LLMs and agents verifiable financial data.

Go-to-market

Direct enterprise sales supported by demo requests and self-serve free account signup on the company website, with distribution through the tools analysts already use (Excel add-in, cloud data platforms, APIs and MCP integrations for LLM platforms). The company also publishes benchmark research on financial retrieval to support its data-quality positioning.

Investment professionals and equity research teams at hedge funds, mutual funds and bulge bracket banks, plus developers and AI companies building financial agents and analytics on top of fundamental data.

Geography

Headquartered in New York, United States, with data coverage described as global across 6,000+ public company tickers.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Data history depthJan 202514 years
Institutional customersJan 2025185 firms
Modeling time saved when initiating coverageJan 202570%
Public company tickers coveredJan 20256,000 tickers
Time saved per ticker during earnings seasonJan 20252 hours

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Founder mafia

2 people who came through Daloopa went on to found or lead other companies.

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Companies working in the same space as Daloopa.

Legal entities · 1

corporate structure
DaloopaDelaware

In the news

▸Research sources · 1

primary sources listed

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Daloopa do?
Daloopa provides source-linked AI financial data infrastructure and modeling tools for investment analysts and AI developers.
Who founded Daloopa?
Daloopa was founded by Jianrui Li, Daniel Chen, Thomas Li, Jeremy Huang in 2018.
Who are Daloopa's investors?
Daloopa's investors include Brighton Park Capital, Nat Turner, Touring Capital, Uncorrelated Ventures, Wormhole Capital, Nexus Venture Partners, Squarepoint Capital.
How much funding has Daloopa raised?
Daloopa has disclosed $102.9M raised across 4 of its 6 known rounds.
Where is Daloopa headquartered?
Daloopa is headquartered in New York, US.