Daloopa
Delivers auditable historical public-company data
Senior Product Manager
+ Equity
Three days on-site per week required.
About the job
- You have 5+ years of product management experience and have owned an AI product or a complex workflow product end-to-end as the owner.
- You can explain the hardest problem you encountered shipping a large language model-powered product and what you changed, including evaluation, tool design, retrieval, or prompting.
- You have worked closely enough with engineers to understand implementation tradeoffs.
- You have partnered with a designer through real disagreement and can distinguish a user experience opinion from a user experience decision.
- You are comfortable working with expert users, asking difficult questions, and changing the roadmap based on user feedback.
- You have built products for expert users in a technical domain.
- You have operated in a startup or early-stage environment without a support structure.
- You already use artificial intelligence tools in your daily work and can demonstrate that usage.
- Own the Scout product roadmap by setting direction, sequencing bets, and ensuring each bet supports a company objective.
- Define analyst workflows end-to-end by understanding modeling, comparable-company analysis, and research workflows and building against actual user needs.
- Work directly with engineering and design daily, write actionable specifications, participate in technical design discussions, and make real-time decisions when new constraints emerge.
- Drive repeat usage by defining healthy engagement for a workflow shaped by the quarterly earnings cycle, instrumenting it properly, and turning first uses into repeat behavior that supports durable retention.
- Evaluate artificial intelligence output quality by building evaluation frameworks, defining accuracy and confidence standards, and determining what ships.
- Own analyst discovery by meeting users, observing their real workflow, and returning with decisions supported by evidence.
- Enable the go-to-market team with the product context needed to sell and retain customers, while staying close to the field to identify what is not working.
- Prototype and pressure-test ideas directly by using artificial intelligence tools to build working prototypes, presenting them to customers to validate or reject hypotheses, and discarding weak ideas before they consume engineering time.
- Direct exposure to financial workflows, Excel-native products, or data-heavy tools is a strong plus.
About the company
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.
Company Size
501-1,000
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
- May 2026 Series C raised $47 million from Brighton Park, Squarepoint, Touring, and Nexus.
- Management said Daloopa serves over 160 financial institutions and doubled revenue in 2026.
- August and September 2026 launches broaden enterprise distribution across Microsoft, Google, and Excel workflows.
What critics are saying
- Bloomberg, FactSet, AlphaSense, and Fiscal.ai compress Daloopa's pricing and distribution.
- If customers distrust AI outputs, Scout stays a demo feature, not daily infrastructure.
- Daloopa's existential risk is commoditization: public-company data becomes a free model input.
What makes Daloopa unique
- September 2026 Scout builds Excel models from plain-language prompts using source-linked filings.
- Daloopa covers 6,000 public companies, with every datapoint auditable back to originals.
- Its MCP connectors embed verified data inside ChatGPT, Claude, Copilot, Gemini, and Rogo.
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Benefits
Hybrid Work Options
Company Equity
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↑ 8%2 year growth
↓ -5%Daloopa launches Scout AI assistant to automate financial modeling. Daloopa, a provider of structured financial data and AI automation solutions for public equity professionals, has announced the general availability of Scout, an Excel-native AI assistant designed for financial modeling. Powered by Daloopa's verified, audit-ready data layer covering over 6,000 public companies globally, Scout allows buy-side and sell-side equity research analysts to generate financial models from scratch, update earnings metrics, and perform peer group comparisons directly within Microsoft Excel using plain-language prompts. To streamline daily investment workflows, the platform incorporates quick-start prompts, reusable custom Skills, user-defined formatting preferences, and saved conversation histories, eliminating manual data extraction from public filings while preserving full auditability through clickable, hyperlinked source references for every figure. Highlighting the productivity benefits for investment management teams, Thomas Li, CEO of Daloopa, stated: "Analysts should spend their time applying judgment, not on the manual, error-prone work of building and updating models. Scout brings us closer to that vision by combining AI with verified data directly in Excel, giving analysts greater speed without sacrificing the rigor their work demands." Ultimately, by embedding agentic AI and structured market data directly into established financial spreadsheets, Scout provides enterprise institutional investors and research firms with a secure, highly efficient solution to accelerate investment analysis, reduce operational friction, and enhance research throughput across equity research operations.
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
Daloopa has launched a new MCP connector built on Google Cloud's Gemini Enterprise for Financial Services to automate complex enterprise workflows for public equity professionals. The integration provides AI-ready financial data directly within Gemini Enterprise, helping users reduce manual work and accelerate various analyses. Daloopa's platform covers more than 6,000 public companies globally, with every data point linked back to its original filing for complete traceability. The MCP connector is LLM-agnostic and supports AI platforms that adopt the MCP standard, enabling customers to use trusted financial data across their preferred AI applications. The integration aims to help analysts perform tasks such as earnings analysis, scenario modelling, equity research, and report generation whilst maintaining transparency and auditability required for high-stakes financial analysis.