Daloopa, a provider of structured financial data and AI automation solutions for public equity professionals, has announced the general availability of Scout, an Excel-native AI assistant designed for financial modeling. Powered by Daloopa’s verified, audit-ready data layer covering over 6,000 public companies globally, Scout allows buy-side and sell-side equity research analysts to generate financial models from scratch, update earnings metrics, and perform peer group comparisons directly within Microsoft Excel using plain-language prompts. To streamline daily investment workflows, the platform incorporates quick-start prompts, reusable custom Skills, user-defined formatting preferences, and saved conversation histories, eliminating manual data extraction from public filings while preserving full auditability through clickable, hyperlinked source references for every figure.
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Highlighting the productivity benefits for investment management teams, Thomas Li, CEO of Daloopa, stated: “Analysts should spend their time applying judgment, not on the manual, error-prone work of building and updating models. Scout brings us closer to that vision by combining AI with verified data directly in Excel, giving analysts greater speed without sacrificing the rigor their work demands.” Ultimately, by embedding agentic AI and structured market data directly into established financial spreadsheets, Scout provides enterprise institutional investors and research firms with a secure, highly efficient solution to accelerate investment analysis, reduce operational friction, and enhance research throughput across equity research operations.