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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 and Thomas Li. It operates as a Provider of AI-driven fundamental data and financial modeling Excel integration. Daloopa Technologies has raised $103M in funding from investors like Brighton Park Capital, Next Investors and Touring Capital. The company has 516 active competitors, including 41 funded and 3 that have exited. Its top competitors include companies like BridgeWise, Hebbia and Tetrix.

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
557 as on Sep 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 10 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
6293082
Series C
3066483
6763469
1153809
5555816
Jul 07, 2025
7272242
Series B
3212703
8954105
4565166
May 07, 2024
5415735
Series B
1364127
3368236
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Daloopa Technologies' founders and board of directors

Founder? Claim Profile
The founders of Daloopa Technologies are Daniel Chen and Thomas Li. 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 4m
aigxbeg
Independent board member
-
Current
8y 7m
ylmponl
Independent board member
-
Current
1y 5m
talmnzd
Independent board member
-
Current
7y 9m
jq{bibw
Independent board member
-
Current
3y 6m
nxyortj
Independent board member
-
Current
3y 6m

Daloopa Technologies' employee count trend

Daloopa Technologies has 557 employees as of Sep 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, Hebbia and Tetrix. 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 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
2nd
Logo for BridgeWise
BridgeWise
2019, Tel Aviv (Israel), Series A
AI-powered platform delivering investment analysis and related data
$35M
63/100
3rd
Logo for Hebbia
Hebbia
Series B
Developer of artificial intelligence platforms for financial institution analytical workflows
$161M
62/100
4th
Logo for Tetrix
Tetrix
2023, New York City (United States), Series A
Provider of software for automating private market investment data analysis
$20M
61/100
5th
Logo for Farsight
Farsight
2022, New York City (United States), Series A
Developer of artificial intelligence tools for financial institution workflow automation
$16.1M
58/100
6th
Logo for Boosted
Boosted
2017, Toronto (Canada), Series B
Developer of AI platform for investment research and analysis workflows
$61M
57/100
7th
Logo for Teragonia
Teragonia
2023, Chicago (United States), Unfunded
AI-enabled predictive analytics solution for financial sponsors and their portfolio companies
-
-
52/100
8th
Logo for CyndX
CyndX
2013, New York City (United States), Seed
AI-based deal discovery platform
$500K
-
51/100
9th
Logo for HyperNorm AI
HyperNorm AI
2024, Bengaluru (India), Seed
Developer of artificial intelligence software for financial portfolio management tasks
$2.71M
50/100
10th
Logo for Crowdsmart
Crowdsmart
2013, San Francisco (United States), Series A
AI-based investment intelligence platform
$5.6M
49/100
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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 6 events in the last 1 year, 1 of them has been about company updates.
•
Data extraction start-up Daloopa lands $20m investment led by Credit SuisseFinTech Futures•Jun 05, 2026•Daloopa Technologies, Hack VC, Uncorrelated Ventures, UBS and 1 other
•
Daloopa expands financial data Model Context Protocol (MCP) through OpenAI connector.Global Fintech Series•Dec 10, 2025•Daloopa Technologies
•
Daloopa files for exempt offering to raise $12,999,996 in new fundingintelligence360•Sep 10, 2025•Daloopa Technologies
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