
1. Technology overview
Daloopa is a New York-based provider of structured, source-linked fundamental financial data, led by CEO Thomas Li. It addresses the manual effort of extracting company financials into models and the unreliability of AI agents that read the public web, and announced a $47 million Series C in June 2026.
The platform covers 6,000+ global tickers with 14 years of history, delivered through an API, Excel add-in, cloud delivery and an MCP server for LLMs and agents, plus Daloopa Scout, an Excel agent for building and updating models. Every number links to its source document. The site lists 185+ hedge funds, mutual funds and banks as customers.
2. Highlighted features & specifications
- Daloopa API: programmatic access to fundamentals and KPIs.
- Daloopa MCP: data infrastructure for LLMs and AI agents.
- Excel add-in: automates model updates during earnings season.
- Daloopa Scout: AI Excel agent for building and maintaining financial models.
- Daloopa Cloud: cloud-native data delivery into the user workspace.
- Source linking: every data point traces to its source filing.
3. Potential application
A Vietnamese securities firm or fund manager can update company models automatically during earnings season. An investment bank team can feed audited KPIs to an internal research agent.
4. Benefits
Source-linked numbers make outputs audit-ready. The site claims accuracy above 99%, a 70% reduction in time spent building new models and about 2 hours saved per ticker during earnings updates. Data can be consumed from Excel, API, cloud or AI agents.
5. Market trends & opportunities
Financial institutions are connecting AI agents to auditable datasets instead of the open web to reduce hallucinated numbers. Securities firms, fund managers and banks in Vietnam and Southeast Asia that cover global equities face the same modelling workload.
6. Other information
New York address on the site; Series C of 47 million USD led by Brighton Park Capital reported on 1 June 2026. Listed among Fast Company Most Innovative Companies 2026. A trust center is linked from the site.
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