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Understanding KPI’s like RPOs for Better Forecasts

ASC 606 changes how companies recognize revenue by focusing on performance obligations. Learn how modeling RPOs and cRPOs can help forecast future growth for companies like Oracle and ServiceNow.
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CEO Note: Basement days – Three Years Building Daloopa

Discover the story behind Daloopa's early 'basement days'—a three-year grind in a Long Island basement where three co-founders built their vision from scratch. From overcoming financial struggles to building a game-changing AI tool for financial analysts, learn how hard work, innovation, and dumplings fueled Daloopa’s journey to success.
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Super Micro Yellow Flags in the Data with the Help of Daloopa

Discover key financial concerns within Super Micro Computer Inc (SMCI) for FY2024, including plummeting gross margins, ballooning accounts receivables, and negative free cash flow. Dive into these yellow flags highlighted using Daloopa's comprehensive data, amidst weak earnings, a Hindenburg short report, and filing delays.
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Making the jump to start a financial data company – versus a cushy hedge fund job

Explore the decision to leave a secure hedge fund career to launch a financial data company. Discover the challenges, motivations, and reflections behind this leap into entrepreneurship and how it led to the creation of Daloopa.
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CEO Note: Daloopa started with a phone call

Daloopa was born from a phone call I made in 2019. Frustrated with the manual data extraction process as a tech analyst, I reached out to Jeremy Huang and Daniel Chen, who were working in tech and had experience in AI. We were driven by the idea that AI could automate the extraction of valuable financial KPIs, which was previously thought impossible. After building a prototype with solid data, we received feedback to expand our coverage. Confident in the product's potential, I decided to go full-time, marking the official start of Daloopa.
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CEO Note: What Daloopa does

Discover how Daloopa transforms Wall Street by using AI to automate data entry and model updates, saving analysts hours of manual work and enhancing financial analysis.

Volatility and Its Impact: How Investors Manage Risk in Turbulent Times

In this episode of InDaloop, Thomas Li discusses the concept of volatility in the financial markets, particularly in the context of recent record-breaking fluctuations driven by fears of recession and Fed actions. He breaks down volatility’s key role in option pricing through models like Black-Scholes, explaining how options have intrinsic and extrinsic values. Volatility serves as a gauge of market fear, which is reflected in tools like the VIX, often called the “fear index.” Li highlights the connection between rising volatility and increased demand for portfolio insurance via options, and how investors can use implied volatility to understand broader market sentiments or specific securities. Finally, he emphasizes the importance of time as a cost factor in volatility, particularly in relation to options nearing expiration.

Volatility and Its Impact: How Investors Manage Risk in Turbulent Times

Breaking into Hedge Funds: Insights on Landing Your First Analyst Role

Inside On-Cycle Recruiting with Thomas Li

case studies

Case Study: Deeper insights and faster decisions with AI-powered historical data at US-based Mutual Fund

See how one mutual fund saved two days per analyst during earnings and 50% when building new models with Daloopa.

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White Papers

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The Anatomy of a Hedge Fund: Fund Fees and Expenses Explained

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AI-powered Financial Modeling: Completeness, Accuracy and Speed

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Daloopa Migration Guide

"When I first started as an analyst I was shocked at how manual everything was. Thanks to Daloopa, I don't hate my job anymore."

Senior Analyst at a L/S Hedge Fund

Events

daloopa

The Anatomy of a Hedge Fund: Fund Fees and Expenses Explained

daloopa

AI-powered Financial Modeling: Completeness, Accuracy and Speed

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Daloopa Migration Guide

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Yes, Daloopa has models for most major international companies, including ones that report in non-English languages.

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We’re on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.

We can easily work with that. Daloopa’s plug-in is smart enough to know when you are using different units and signs from the company’s disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don’t pull numbers in with a formula–everything is hard-coded, which means that anyone without Daloopa’s plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

IPO Alerts

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Daloopa creates datasheets for companies estimated to be >$2B within 48 hours of S-1 filing.

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