Daloopa, the platform powering public equity professionals with trusted financial data and AI automation across investment research cycle, today announced general availability of Scout, its AI Excel agent for financial modeling. Scout is powered by Daloopa structured, verified data layer and enables analysts to build models from scratch, update existing models after company reports earnings, and compare companies across industry, all through plain-language prompts directly in Excel. Announcement was made from New York on September 9, 2026.
Built for analysts, by former analysts, Scout is designed around Excel workflows public equity teams already run every day. Instead of manually pulling financial data from filings and verifying each figure, analysts can have Scout build or modify model for them. Now generally available, Scout helps analysts move quickly with quick-start prompts, custom Skills to save frequently used prompts, default settings to apply formatting and modeling preferences, and chat history to return to prior sessions.
Each model Scout builds is grounded in verified public-company data from Daloopa structured database, which covers more than 6,000 companies globally. Figures throughout model are hyperlinked to original source, allowing analysts to review models without searching through underlying filings and leaving workflow. This combines speed of AI-generated modeling with data traceability and accuracy analysts require.
"Analysts should spend their time applying judgment, not on manual, error-prone work of building and updating models," said Thomas Li, CEO of Daloopa. "Scout brings us closer to that vision by combining AI with verified data directly in Excel, giving analysts greater speed without sacrificing rigor their work demands."
Scout is part of Daloopa broader effort to build foundation for AI-powered financial research—bringing trusted data and AI automation directly into workflows analysts already use to make research faster and more accurate.
About Daloopa
Daloopa is platform powering public equity professionals delivering trusted financial data and AI automation across investment research cycle. Its proprietary platform sources, structures, and distributes historical financial dataset covering over 6,000 public companies globally. Analysts at world top financial institutions trust Daloopa workflow solutions to save valuable time and accelerate decision making. Daloopa also provides critical AI data infrastructure that underpins best financial agents and is trusted by top global AI companies.
