Daloopa has launched Scout, an AI assistant that enables financial analysts to build and modify Excel models using natural language commands. The tool integrates with Daloopa's database of verified financial data covering over 6,000 companies globally. Scout allows analysts to create models from scratch, update them after earnings reports, and compare companies across industries through plain-language prompts. All figures generated are hyperlinked to their original sources, enabling audit trails without leaving the workflow. "Analysts should spend their time applying judgement, not on the manual, error-prone work of building and updating models," said Thomas Li, chief executive officer of Daloopa. The tool includes features such as quick-start prompts, customisable skills for frequently used commands, and default formatting preferences. Scout is now generally available to users.

Weekly news - week of august 31, 2026. AI continues to make its mark across the private markets technology landscape, with CB Insights, Kroll, Lighthouse and iConnections among the vendors rolling out new AI-powered capabilities. At the same time, PitchBook, FactSet and Preqin are expanding how their data connects into existing investment workflows. Beyond AI, Holland Mountain Group is also seeing continued movement across the PE tech ecosystem, from new products and integrations to M&A and strategic partnerships. New & updated products. Carta adds Free Advance Assurance to Carta Launch, letting UK founders prepare the HMRC application required by SEIS/EIS investors at no cost. CB Insights rolls out interactive, MCP-accessible AI apps, a waitlisted analyst-ratings product for private companies, and new proprietary leadership signals across its API and data feeds. Kroll launches APEX, built on the CrowdStrike Falcon platform, to help organisations quantify the cost and business value of AI, automation and hybrid technology investments. Lighthouse releases a Meeting Prep Agent that automatically builds a briefing for every calendar meeting from emails, LinkedIn conversations and past notes already held in the platform. iConnections introduces Envoy, an AI agent that identifies relevant investors, drafts outreach and prepares meetings for managers raising capital, with a waitlist now open. PitchBook debuts an interactive dashboard tracking earnings, AUM growth, fundraising, deployment and exits for the seven largest US-listed alternative asset managers. Vestberry updates its MCP integration to improve identification of fund KPIs and currencies and to keep AI-tool connections active for up to seven days. Deal activity. Altus Group completes the divestment of its Development Advisory business to Newmark, transferring around 335 professionals across North America and APAC into Newmark's Project Management platform. Nasdaq eVestment gains AI-powered due diligence and monitoring capabilities as parent company Nasdaq completes its acquisition of Dasseti, broadening coverage across public and private markets. Partnerships & integrations. FactSet partners with Google Cloud to become natively available inside Gemini Enterprise for Financial Services, letting users get FactSet-powered answers in plain language without leaving existing workflows. Leverest adds Altrium Financial Services to its third-party directory, letting deal managers and lenders request loan agency quotes and integrate debt administration services directly through the platform. Daloopa integrates with Hebbia via MCP, giving customers verified, source-linked financial data on 6,000+ public companies inside Hebbia's Max and Matrix interfaces. MSCI integrates its MSCI Connector into Google Cloud's Gemini Enterprise for Financial Services, bringing entitlement-controlled MSCI data directly into clients' AI-powered investment workflows. EcoVadis partners with CO2 AI to connect its supplier carbon network to CO2 AI's footprinting engine, aiming to replace spend-based estimates with supplier-specific primary data for Scope 3 reporting. Evalueserve is named an OpenAI Select Partner, building on its use of OpenAI models across enterprise workflows in credit, research, compliance and risk. Preqin collaborates with Rogo to integrate its private markets data and intelligence into Rogo's research and decision-making workflows. New clients. Anduin Transactions is selected by H.I.G. Capital to manage its investor experience. Office & personnel. Clearwater Analytics appoints John Spence as Senior Advisor, supporting insurance and asset management clients across Asia-Pacific; he was previously at Manulife, Macquarie Funds Group and Generali Asia. SimCorp welcomes Gareth Morris as Head of Portfolio Management and Trading and Kate Ryan as Head of Product Design, reinforcing its front-office capabilities for institutional investment managers. Did Holland Mountain Group forget something? Do you have vendor news to share? Holland Mountain Group want to know! Please reach out to Holland Mountain Group at [email protected] Thinking about your data and tech stack? Holland Mountain Group can help! Holland Mountain Group help LPs & GPs find the system, supplier or market data provider that is best-suited for their current and future needs. Get in touch with its team today. More PE stack news.

Daloopa accelerates AI transformation among public equity professionals with Gemini Enterprise for Financial Services. Aug 25, 2026, 10:01 ET New MCP connector empowers financial institutions by providing high-quality data for reliable AI outputs and analysis NEW YORK, Aug. 25, 2026 /PRNewswire/ - Daloopa, the platform powering public equity professionals with trusted financial data and AI automation across the investment research cycle, today announced a new MCP connector built on Google Cloud's Gemini Enterprise for Financial Services to automate complex enterprise workflows. The integration delivers AI-ready financial data directly within Gemini Enterprise for Financial Services, helping users reduce manual work and accelerate a range of analyses. As AI transforms investment research, verified data has become the foundation of trustworthy financial workflows. From valuation and earnings analysis to portfolio modeling, AI systems are only as reliable as the data that powers them. Daloopa provides the structured, source-linked financial data layer that enables finance professionals and AI tools to produce more accurate and auditable results. Its platform covers more than 6,000 public companies globally, with every data point linked back to its original filing for complete traceability. "The promise of AI in investment research isn't simply generating answers faster - it's generating answers investors can trust," said Gabriella Hernandez, VP of Partnerships at Daloopa. "By connecting Daloopa's audit-ready financial data to Google's industry-tailored AI foundation, we're empowering Gemini Enterprise users to perform research tasks while maintaining the transparency required for high-stakes financial analysis." "Our collaboration with Daloopa underscores our commitment to bringing purpose-built, industry-specific AI capabilities to financial professionals. Together, we are equipping analysts and portfolio managers with verified data within their workflow so they can streamline research and analyses, as well as make decisions faster than ever before," said Satish Thomas, Vice President, Google Cloud. Daloopa's MCP is LLM-agnostic and supports AI platforms that adopt the MCP standard, enabling customers to use trusted financial data across their preferred AI applications. Customers can use Daloopa to accelerate tasks ranging from earnings analysis and scenario modeling to equity research and report generation, with complete traceability back to original company filings. About Daloopa Daloopa is the platform powering public equity professionals - delivering trusted financial data and AI automation across the investment research cycle. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 6,000 public companies globally. Analysts at the world's top financial institutions trust Daloopa's workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the top global AI companies. Media Contacts: SOURCE Daloopa