Automate earnings data updates for faster insights
Daloopa eliminates the manual work involved with updates during earnings season.
We help users reduce hours spent updating financial data in their models so you can focus on insights, prioritize calls and questions, and finish the quarterly demands earlier.
You need a copilot for updating models when…
Updating models during earnings takes time away from value work that drives results.
With multiple coverage companies report earnings during quarter-end, many spend late nights over weeks getting up to speed on the released data.
Legacy Model Updating Process during Earnings
4 PM: Earnings release
Hurried manual search, consolidate early information and notify Portfolio Manager and other internal stakeholders. Prep for call.
5 PM: Call + Analysis
Attend the company earnings call, take notes, and ask questions to further inform early analysis.
6 PM: Update Backlog
For the rest of the evening, incorporate new data, revisit estimates and projections, draft investment notes, and more. And maybe even get a meal.
12 AM+: Update Models with Fillings
As 10Q/K becomes available, manually update models to reflect latest result and guidance information.
Daloopa’s AI-driven technology extracts and organizes all the latest reported company financials and KPI data within minutes of release.
Once updated data is available, the Daloopa Updater delivers that data directly into analysts’ models with a single click.
Daloopa accelerates fundamental analysts’ process in three main areas:
Initial data and KPIs start start updating within minutes on average of SEC filing. This helps with call prep and prioritization on multiple release days.
We deliver the most assistance to analysts by cutting update times anywhere from 15 minutes to hours, depending on sector and/or model complexity.
In addition to clearing backlog, after financials are filed, full model updating is available with just a single-click.
Get to better ideas faster and outperform your peers
15 - 45Minutes
On average per model update per company.
Feel confident in your quick data being accurate with hyperlinks.
Drive more ideas and make
more informed decisions
faster.
Save time, get to analysis, insights and ideas quicker.
Ready to focus on generating winning investment ideas?
Daloopa has helped hundreds of analysts automate updates and stop manual data scrubbing during earnings. Reach out to our team to see how we can help you.