Full-Time
Account Executive
New Business
Updated on 9/11/2026
Daloopa
501-1,000 employees
Delivers auditable historical public-company data
Compensation Overview
£125k/yr
London, UK
Hybrid
Three days in-office per week required.
 Sales & Account Management (1) |
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- At least 2 years of experience in a closing role with institutional investor financial institutions, such as buy-side firms, hedge funds, asset managers, or investment banks.
- Ability to identify participants in the buying process, solve complex problems, and sell on value.
- Strong communication skills and a curious, problem-solving mindset, with the ability to manage high-profile fund managers and analysts.
- Ability to work independently while collaborating heavily across teams.
- Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment.
- A proven track record of hitting quotas and knowledge of the investment space.
- Drive new business by hunting, qualifying, and closing net-new opportunities with senior- and executive-level buy-side contacts who influence decisions and interact with evaluation teams.
- Maintain account records in Salesforce to measure performance and identify opportunities to improve sales efficiency.
- Work closely with marketing and sales to relay client feedback for product improvement, sales efficiency, and sales strategies.
- Become a product expert in Daloopa and the investment research industry.
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
Get referred to Daloopa
See people who can refer or advise you
Simplify's Take
What believers are saying
- Daloopa closed a $47 million Series C in May 2026, funding expansion.
- Scout went generally available on September 9, 2026, expanding Excel-native analyst adoption.
- Partnerships with Microsoft, Google, Anthropic, and Rogo widen distribution across investment workflows.
What critics are saying
- AlphaSense's 2026 trade-secret fight shows this category stays copyable and legally contested.
- Microsoft, Google, and OpenAI can bundle finance connectors and compress Daloopa's pricing power.
- If model vendors ship native financial data layers by 2027, Daloopa becomes a feature.
What makes Daloopa unique
- Daloopa links every datapoint to filings, giving analysts audit trails inside Excel.
- Its 6,000-company dataset beats generic web-scraped finance tools on completeness and traceability.
- Scout and MCP connectors embed Daloopa directly into Microsoft, Google, and Rogo workflows.
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Benefits
Hybrid Work Options
Company Equity
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 8%2 year growth
↓ -2%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.
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.
Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows. * Artificial Intelligence * 26.06.2026 11:16 am 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.
Daloopa has launched a Model Context Protocol connector integrating with Microsoft 365 Copilot, enabling investment firms to access structured, source-linked financial data directly within AI workflows. The integration allows Copilot users to create content in Word, Excel and PowerPoint using Daloopa's data. The New York-based company provides AI-ready financial data covering over 5,500 public companies globally, with each datapoint hyperlinked to its original source for auditability. The LLM-agnostic MCP supports Anthropic's Claude, OpenAI's ChatGPT and other AI platforms using the MCP standard. This follows Daloopa's recent connector with ChatGPT and partnership with Claude for Financial Services. The company aims to address growing demand for high-quality data in financial services, where accuracy and trust are crucial for AI-powered workflows.