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Daloopa Technologies - About the company

Daloopa Technologies is a series C company based in New York City (United States), founded in 2019 by Daniel Chen, Thomas Li and Jie Huang. It operates as a Provider of AI-driven fundamental data and financial modeling Excel integration. Daloopa Technologies has raised $103M in funding from Next Investors and Touring Capital. The company has 226 active competitors, including 27 funded and 2 that have exited. Its top competitors include companies like BridgeWise, V7 and Boosted.

Company Details

Provider of AI-driven fundamental data and financial modeling Excel integration. It offers tools for updating and building financial models. The platform delivers data sourced from public filings and uses an AI parsing workflow. It provides data auditability with hyperlinks to source documents and model updating capabilities.
Social
X
Email ID
*****@daloopa.com
Registered Address
85 Broad Street New York, NY 10004,
Key Metrics
Founded Year
2019
Location
New York City, United States
Stage
Series C
Total Funding
$103M in 5 rounds
Latest Funding Round
Ranked
Employee Count
497 as on Apr 30, 2026
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Daloopa Technologies's funding and investors

Daloopa Technologies has raised a total funding of $103M over 5 rounds. Its first funding round was on Apr 2020. Its latest funding round was a Series C round on May 28, 2026 for $*****. 4 investors participated in its latest round. Daloopa Technologies has 8 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of Daloopa Technologies:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
May 28, 2026
5589665
Series C
5053724
5293429
3784994
1853288
Jul 07, 2025
3889217
Series B
5603359
1562182
1619049
May 07, 2024
4897758
Series B
7205310
4865267
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Daloopa Technologies' founders and board of directors

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The founders of Daloopa Technologies are Daniel Chen, Thomas Li and Jie Huang. Thomas Li is the CEO of Daloopa Technologies.
Here are the details of Daloopa Technologies' key team members:

Daloopa Technologies' Board of Directors

Daloopa Technologies's board has 6 active members. Abhishek Sharma, Daniel Chen, Priya Saiprasad, Jianrui Li, Talal Khan and Jie Huang are independent board members.
Here is the list of Daloopa Technologies' board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
5y 0m
vrcp{vs
Independent board member
-
Current
4y 1m
lpwiovt
Independent board member
-
Current
2y 9m
xntntnf
Independent board member
-
Current
9y 3m
brxiccf
Independent board member
-
Current
1y 2m
xpohiev
Independent board member
-
Current
1y 2m

Daloopa Technologies' employee count trend

Daloopa Technologies has 497 employees as of Apr 26. Here is Daloopa Technologies's employee count trend over the years:
Employee count trend for Daloopa Technologies
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Daloopa Technologies's Competitors and alternates

Top competitors of Daloopa Technologies include BridgeWise, V7 and Boosted. Here is the list of Top 10 competitors of Daloopa Technologies, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for BridgeWise
BridgeWise
2019, Tel Aviv (Israel), Series A
AI-powered platform delivering investment analysis and related data
$35M
63/100
2nd
Logo for Daloopa Technologies
Daloopa Technologies
2019, New York City (United States), Series C
Provider of AI-driven fundamental data and financial modeling Excel integration
$103M
63/100
3rd
Logo for V7
V7
2018, London (United Kingdom), Series A
Developer of automated software agents for financial and investment workflows
$36M
60/100
4th
Logo for Boosted
Boosted
2017, Toronto (Canada), Series B
Developer of AI platform for investment research and analysis workflows
$58M
57/100
5th
Logo for Teragonia
Teragonia
2023, Chicago (United States), Unfunded
AI-enabled predictive analytics solution for financial sponsors and their portfolio companies
-
-
52/100
6th
Logo for IntelliAM
IntelliAM
2023, Dinnington (United Kingdom), Seed
AI-powered predictive analysis solution for businesses
-
50/100
7th
Logo for Crowdsmart
Crowdsmart
2013, San Francisco (United States), Series A
AI-based investment intelligence platform
$5.6M
49/100
8th
Logo for Vanda Research
Vanda Research
2012, London (United Kingdom), Seed
Provider of investment research solutions
$26.7K
-
48/100
9th
Logo for Prospero
Prospero
2019, Los Angeles (United States), Unfunded
AI-based platform to make investment decisions
-
-
48/100
10th
Logo for AlphaGeo
AlphaGeo
2022, Middletown (United States), Funding Raised
Provider of analytics and data for climate risk and resilience
-
45/100
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Daloopa Technologies's Investments and acquisitions

Daloopa Technologies has made no investments or acquisitions yet.

Reports related to Daloopa Technologies

Here is the latest report on Daloopa Technologies's sector:

News related to Daloopa Technologies

lockFilter this list
Media has covered Daloopa Technologies for a total of 8 events in the last 1 year, 2 of them have been about company updates.
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