Building New Models

Cut down on ramp-up time

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.

You need a copilot for updating models when…

You are starting a new analyst job
You have inherited legacy models
You spend hours deconstructing sell-side models
You want to quickly expand your coverage universe
The Problem

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.

The legacy model building process

Pull historical filings

(SEC EDGAR, Company IR sites)

Time: 1 Day+

Ten-year historical data and key performance indicators dataset consisting of at least forty files, comprising 10Qs and annual reports.

Copy and paste from each file

Time: 4 - 8 Hours

Total time spent coping and pasting varies based on complexity of model built.

Link data in the model

Time: 1 - 2 Hours

Connect data from the three statements Income Statement, Balance Sheet and Cash Flow.

Verify and audit

Time: 1 Day+

Ensure transferred data accuracy and formatting.

Define business drivers

Time: 4 - 8 Hours

Establish the true indicators that help you understand the true performance of the company.

Building out Forecast

Time: 1 - 2 Hours Hours

Create formulas to understand the forward looking estimates for the company.

The Solution

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.

Legacy model
building process

Pull historical fillings

Time: 1+ Day

Copy and paste from each file

Time: 4 - 8 Hours

Link model

Time: 5 Minutes

Verify and Audit

Time: 5 Minutes

Define business drivers

Time: 5 Minutes

Build out forecast

Time: 1 - 2 Hours

Total Time – Initiating a new model

Time: 2 days - 1 week+

Building a model
with Daloopa

Login, search for company, download file

Time: 5 Minutes

Copy/paste time series data for model line items

Time: 30 Minutes

Self-verify and audit accuracy

Time: 15 - 30 Minutes

Total Time – Initiating a model

Time: 45 - 60 Minutes
The Benefits

Save time ramping and start producing ideas faster

50 - 70%

Time savings

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.

Updating Models

Update data faster during earnings

Ready to ramp up fast?

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.

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