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Daloopa can help users cut up to 90% of the time spent finding and adding financial data to models for new companies so you can focus your time on getting up-to-speed and building nuanced insights.
Model building is time consuming with new analysts taking 6-12 months to fully ramp in their new jobs. When expanding coverage, it can take up to two weeks to build a fully useful model.
The legacy process of getting financial data for new companies into analysts’ financial models is highly manual. Even with resources like SEC EDGAR or company investor relation sites aggregating relevant documents, it takes time to manually download needed files, convert them into usable formats, copy-and-paste from discrete source documents into time-series models, and finally validate the data.
Ten-year historical data and key performance indicators dataset consisting of at least forty files, comprising 10Qs and annual reports.
Total time spent coping and pasting varies based on complexity of model built.
Connect data from the three statements Income Statement, Balance Sheet and Cash Flow.
Ensure transferred data accuracy and formatting.
Establish the true indicators that help you understand the true performance of the company.
Create formulas to understand the forward looking estimates for the company.
Daloopa helps analysts easily access and implement historical financial data for new coverage companies by allowing you to build company models with reported data and KPIs faster, freeing time to dive deeper into the context and nuanced insights that drive results.
We consolidate all historical financial data and KPIs for individual companies into a single historical data sheet. Data is time-series structured for each data point, with each data element hyperlinked to underlying source documentation.
Pull historical fillings
Copy and paste from each file
Link model
Verify and Audit
Define business drivers
Build out forecast
Total Time – Initiating a new model
Login, search for company, download file
Copy/paste time series data for model line items
Self-verify and audit accuracy
Total Time – Initiating a model
compared to the traditional legacy approach.
Get context quickly and decide if you should include data in your model with hyperlinks.
Start with a comprehensive Excel data sheet for quicker modeling.
Choose the best drivers from the largest data set available.
Daloopa has helped hundreds of analysts start providing value faster by accelerating their ramp up time. Reach out to our team to see how we can help you.