Financial data infrastructure provider Daloopa has raised $47 million in a Series C funding round as investment firms increasingly deploy AI across research, valuation, and portfolio management workflows.
The round was led by Brighton Park Capital, with participation from Squarepoint Capital, Touring Capital, and Nexus Venture Partners.
The company plans to use the new funding to accelerate platform development and expand its engineering, product, and go-to-market teams.
Daloopa provides structured financial data infrastructure designed for investment firms, enabling analysts and AI systems to access standardized, auditable company information sourced directly from regulatory filings and financial reports.
The company argues that the biggest constraint facing AI adoption in investment management is not model capability but data quality. Inaccurate or inconsistent financial inputs can materially impact outputs across valuation models, earnings analysis, forecasting, and portfolio construction workflows.
Recommended: Primer Raises $100M to Expand AI Payments Platform
Daloopaโs platform currently covers more than 5,500 public companies globally and links every data point directly to its source documentation, allowing analysts and automated systems to verify information and maintain audit trails.
Investment firms use the platform across a range of activities including financial modeling, quarterly analysis, scenario planning, AI-assisted research, and reporting.
The company has also expanded integration capabilities through Model Context Protocol (MCP) connectors with platforms including ChatGPT, Claude, Perplexity, and Rogo, enabling structured financial data to be accessed directly within AI-powered research workflows.
According to Daloopa, a recent benchmark study found that AI agent accuracy in financial data retrieval improved significantly when models were grounded in structured and auditable financial datasets rather than web-based sources.
In addition to its AI integrations, the company has expanded delivery options through APIs and cloud-native integrations with Snowflake, Databricks, and AWS S3. Daloopa is also preparing to launch a Partner API that will allow third-party developers and selected partners to build investment-focused AI applications on top of its data infrastructure.
The funding reflects growing demand for trusted financial data platforms as investment firms move beyond AI experimentation and begin deploying automated workflows within production research and portfolio management environments.
As AI becomes increasingly embedded across capital markets and investment operations, firms are placing greater emphasis on data accuracy, traceability, and auditability areas where infrastructure providers such as Daloopa are positioning themselves as foundational technology partners.
