Daloopa

Daloopa

Delivers auditable historical public-company data

Overview

Daloopa.ai provides comprehensive, auditable historical data on public companies for financial analysts and investors. It serves large shareholders and institutions, delivering high-quality data that can be easily integrated into existing financial models. The data is accessed via a subscription, and clients can request a demo before subscribing. The product works by compiling and organizing historical company information so analysts can quickly update their investment strategies and cover more companies each quarter. Daloopa differentiates itself through the reliability and auditable nature of its data, its focus on integration with standard financial models, and its adoption by many top shareholders of major public companies. The company's goal is to help investors make informed decisions faster by providing dependable historical data that supports robust investment analysis.

About Daloopa

Simplify's Rating
Why Daloopa is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Fintech

Financial Services

Company Size

201-500

Company Stage

Series C

Total Funding

$101.4M

Headquarters

New York City, New York

Founded

2019

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Simplify's Take

What believers are saying

  • Rogo exposes Daloopa to 35,000 finance professionals inside an existing workflow.
  • Perplexity BYOL reduces integration friction and increases enterprise adoption velocity.
  • Partner API and cloud delivery open distribution through startups and data platforms.

What critics are saying

  • FactSet and similar incumbents can bundle comparable fundamentals into existing contracts.
  • AI platform partners can disintermediate Daloopa by owning the customer interface.
  • Any visible data error would damage trust and trigger churn among institutional clients.

What makes Daloopa unique

  • Daloopa provides source-linked, audit-ready historical fundamentals for 5,500+ public companies.
  • Its AI extraction workflow delivers 4-10x more datapoints per company than competitors.
  • Integrations with OpenAI, Anthropic, Perplexity, and Rogo embed data inside analyst workflows.

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Funding

Total Funding

$101.4M

Meets

Industry Average

Funded Over

5 Rounds

Series C funding is usually for startups that are doing well and are looking for more money to fuel major growth, such as acquiring other companies, expanding into global markets, or launching new product lines. Investors typically include larger venture capital firms and private equity.
Series C Funding Comparison
Meet Average

Industry standards

$50M
$47M
Daloopa
$50M
Medium
$62M
SeatGeek
$100M
Oura

Benefits

Hybrid Work Options

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

2%

2 year growth

0%
Rogo
Jun 5th, 2026
Announcing Rogo’s Partnership with Daloopa

Rogo is pleased to announce a partnership with Daloopa, a fundamental data provider powering AI workflows in financial services, to bring Daloopa's data directly into the workflows that 35,000 finance professionals run on Rogo every day. What sets Daloopa apart is how they use AI for data extraction, have an accurate and complete fundamental dataset, and cover 5,500+ public companies globally, with each data point hyperlinked to its original source for transparency. Those sources include SEC filings, investor presentations, press releases, and more. This means financial professionals can pull metrics exactly as companies disclose them, with a breadth of company-specific KPIs that goes well beyond what traditional data vendors typically carry. This integration adds Daloopa's sourcing rigor to Rogo’s data suite - built to be the single pane of glass for the 12 tabs financial professionals typically juggle. "We are excited to partner with Rogo to bring Daloopa’s audit-ready financial data directly into the AI workflows of sophisticated financial institutions," said Gabriella Hernandez, Vice President of Partnerships at Daloopa. "Rogo has built a strong AI platform for research and analysis — used by thousands of financial professionals — and together we’re making it easier to access trusted data without leaving their working environment.” This integration will be available to Rogo customers as part of our growing ecosystem of financial data partners, surfacing alongside internal firm knowledge, public and private markets information, and other licensed sources within a single working environment.

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