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Daloopa Review

Depends

Should I use Daloopa?

Announcing our $47M Series C, led by Brighton Park Capital - daloopa.com

· 1 week ago

Buy if you're a fund or analyst team manually keying fundamentals into Excel across many companies. Skip if you're a retail investor or small team — free filings and cheaper feeds cover you.

Confidence

Medium. Based on ~25 public sources; pricing and named-customer evidence thin.

Ratings

  • Value for moneyNo public pricing in evidence
  • Ease of use
  • Feature depth
  • Support qualityNo support evidence found
  • Security posture

Pricing

Not disclosed

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed

Best for

  • Buy-side analysts modeling in Excel
  • Hedge funds covering many tickers
  • Teams replacing manual 10-K/10-Q data entry
  • Firms wiring financial data into AI agents

Not for

  • Retail investors with a five-stock watchlist
  • Students — free filings and screeners suffice
  • Small businesses wanting simple finance dashboards
  • Teams without budget for enterprise data contracts

Gotchas - check before you buy

high

No public pricing; expect a sales-led process and annual contracts

medium

G2 shows zero reviews — run a pilot before committing

medium

Add-in embeds Daloopa data deep in your models; switching later means rework

medium

Separate privacy disclosure governs MCP/AI access — read before connecting agents

Pros and cons

Pros

  • Cuts fundamental-data entry time; claims 70% savings
  • Users call the underlying data quality strong
  • MCP server pipes financial data into AI platforms
  • $47M Series C; Credit Suisse-backed since 2021 Series A
  • Vanta-backed trust center with published security architecture

Cons

  • Zero public G2 reviews; hard to benchmark
  • Employee rating just 3.3/5 on AmbitionBox
  • Third-party review says it's 'not the right tool' for some users
  • Customer references exist but few named public case studies

Sources & method

- 13 sources - No known vulnerabilities found in the sources reviewed.

official x2review x5security x3news x3

Key stats

  • Ease of use: 4/5

    Rating

  • Not disclosed

    Starting price

  • 13

    Sources

  • Analyzed

  • Value for money. No public pricing in evidence
  • Ease of use: 4/5. Excel add-in fits analyst workflows
  • Feature depth: 4/5. AI extraction, Excel add-in, MCP for AI agents
  • Support quality. No support evidence found
  • Security posture: 4/5. Vanta-backed trust center, published security docs
  • $47M Series C Funding May 2026, Brighton Park Capital
  • 3.3/5 Employee rating 100+ AmbitionBox employee reviews
  • 0 G2 customer reviews No public G2 ratings yet
  • 16 Customer references FeaturedCustomers reviews

Pricing

Not disclosed

Security

No known vulnerabilities found in the sources reviewed.

What users say

Analysts actively discuss Daloopa in forums and one reviewer praises its data, but structured customer reviews are scarce — G2 lists zero.

“Daloopa's data is pretty darn good”
LinkedIn, Thomas Li
“I've checked out Daloopa”
Reddit, r/financialmodelling
Full analysis

Based on ~25 public sources; pricing and named-customer evidence thin.

AI financial-data layer for institutional analysts; powerful in Excel, overkill for casual investors. No public pricing.

Methodology

Based on ~25 public sources; pricing and named-customer evidence thin.

Read how a report is made.

Sources

  1. Daloopa homepagedaloopa.com
    official
  2. official
  3. news
  4. news
  5. news
  6. review
  7. review
  8. review
  9. review
  10. review
  11. Daloopa Trust Centertrust.daloopa.com
    security
  12. security
  13. security

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