Senior Product Manager

Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows. Enables investment firms to use LLMs with high-quality, AI-ready data for accurate analysis New York, NY - June 25, 2026 - Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, today announced a new Model Context Protocol (MCP) connector with Microsoft 365 Copilot. The integration will significantly enhance investors' financial workflows by delivering structured, source-linked data, allowing Copilot users to move faster and focus on more meaningful work. It also enables Copilot users to create content in Microsoft Word, Excel, and PowerPoint using Daloopa data. This marks the latest milestone following Daloopa's recently announced connector with OpenAI's ChatGPT and its partnership with Anthropic's Claude for Financial Services. The demand for AI-ready data is rapidly growing in financial services. Accuracy and trust are paramount, making access to high-quality data more critical as investment firms build AI-powered workflows. Daloopa addresses this challenge by delivering accurate and comprehensive data infrastructure that powers financial agents and is trusted by some of the leading global AI companies. The platform covers 5,500+ public companies globally, with each datapoint hyperlinked to its original source for auditability. "Our focus is simple: fuel AI and agentic workflows with best-in-class financial data. We develop solutions that address our customers' most pressing needs. Using Microsoft 365 Copilot brings this data directly into the tools investors already rely on, so AI outputs are grounded in accurate, source-linked financials rather than web-scraped information," said Thomas Li, CEO of Daloopa. "As customers move more of their most business-critical workflows into Microsoft 365 Copilot, connecting it to the right data source becomes essential. The Daloopa integration helps extend Copilot into financial workflows by linking it to a system that analysts trust," said Chantrelle Nielsen, principal product manager for Microsoft 365 Copilot at Microsoft. Daloopa's MCP is LLM-agnostic and supports Anthropic's Claude, OpenAI's ChatGPT, and other AI platforms using the MCP standard. It also drives analytical AI workflows, from hedge funds detecting quarterly inflections and modeling scenarios to equity researchers generating reports. About Daloopa. Daloopa is the financial data layer powering the finance ecosystem with the most accurate and comprehensive data. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 5,500 public companies globally. Analysts at the world's top investment firms 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 world's most preeminent AI companies. Media contact. Christina Scott Vice President of Marketing [email protected] By submitting this form, you acknowledge that Daloopa may collect, store, and process your personal information to provide the requested content, respond to your inquiry, and communicate with you about its products and services.

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.

Daloopa raises $47 million Series C to power the data layer behind ai-driven finance. * Fundraising News * 29.05.2026 12:43 pm Daloopa, the essential data infrastructure for AI and agentic workflows in finance, today announced it has raised $47 million in Series C funding led by Brighton Park Capital, with participation from Squarepoint Capital, Touring Capital, and Nexus Venture Partners. This funding will accelerate Daloopa's platform growth as investment firms increasingly move AI systems from experimentation into production workflows, where accuracy and reliability are non-negotiable - and expand the company's team across engineering, product, and go-to-market. As AI agents power financial workflows, the limiting factor is whether the systems are grounded in reliable data. In high-stakes use cases like valuation, earnings analysis, and portfolio modeling, even small inconsistencies such as misaligned fiscal calendars or inconsistent metric definitions can significantly impact outcomes. Before structured data infrastructure, analysts were forced to spend hours manually collecting and entering data from company filings, and validating whether each datapoint was correct. AI tools also face a data accuracy problem as most rely on web-sourced inputs that are not standardized or source-linked, inheriting those inconsistencies and producing outputs that are often unreliable. Daloopa addresses this by providing structured, source-linked financial data that investors can reliably use. The platform now covers over 5,500 public companies globally, delivers up to 10 times more data points per company than other providers, and each datapoint is linked to its original source for auditability. Investment firms trust Daloopa to power workflows ranging from quarterly analysis and scenario modeling to AI-assisted research and reporting. "We're seeing firms move from early experimentation toward deploying AI in real investment workflows, and that changes the requirements entirely," said Thomas Li, CEO of Daloopa. "It's no longer enough for models to simply generate answers; they must be accurate and fully traceable. Our focus is on building the data infrastructure that makes that possible, so firms can trust what AI is producing." The funding follows a series of recent product and partnership milestones that position Daloopa at the center of the emerging AI investment research stack. The company recently: * Expanded access to its data through MCP connectors with OpenAI's ChatGPT, Anthropic's Claude, Perplexity, and Rogo - bringing structured financial data directly into the tools analysts already use * Published a benchmark study showing AI agent accuracy improved up to 71 percentage points, when grounded in structured, auditable financial data versus web-based retrieval * Added new platform capabilities, including programmatic access via API, as well as cloud-native delivery via Snowflake, Databricks, and AWS S3. Daloopa is also introducing a Partner API, unlocking third party product use cases. The new offering enables select partners and startup developers to leverage best-in-class financial data to build AI workflows and to reference within their product suite. Together, these developments underscore a broader shift in the market: the bottleneck in AI-driven finance is not model intelligence, but data infrastructure. "Daloopa is solving one of the most consequential data challenges in financial services," said Tim Drager, Partner at Brighton Park Capital. "As AI becomes embedded in financial decision-making and core investment workflows, the firms that succeed will be those with the strongest data foundations. Daloopa has built exactly that and is already trusted by over 160 financial institutions, which speaks to both the quality of the platform and the urgency of this problem. We are thrilled to partner with Thomas and the team as they continue to define this category." Brighton Park Capital was supported by Special Advisor, Phil Hadley, former CEO and Chairman of Factset in their evaluation of Daloopa. That momentum is also reflected in how investment firms are engaging with Daloopa. A growing number of customers are already using the platform to operationalize AI in production workflows, and in some cases, firsthand experience with the technology has also led to investment conviction. The company has also continued to scale rapidly, doubling revenue over the past year while expanding coverage and deepening integrations across the AI ecosystem. As firms push toward greater automation, Daloopa is becoming a core part of the infrastructure that enables AI and agentic workflows in financial services.