Investment Banking

Streamline Deal Sourcing and Due Diligence: Financial Modeling Solutions for Investment Banking

As investment banking analysts, we’re under constant pressure to identify and evaluate potential deals quickly and accurately.

Are you searching for financial modeling tools that can give you a competitive edge? 

Daloopa automates data collection and modeling, accelerating your deal sourcing and due diligence processes. Get the investment banking research you need, faster.

You need a copilot for building models when…

You are screening a large pool of potential target companies for M&A.
You need to quickly assess the financial health and performance of a company during initial due diligence.
You are looking for investment banking modeling and financial modeling for investment banking to help you quickly identify opportunities.
The Problem

The traditional approach to building financial models for investment banking is a major time drain.

Sifting through documents to extract financial data for potential deals is time-consuming, and takes time away from more value-added activities.

Legacy Model Updating Process during Earnings

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 offers a faster, more efficient solution. Our platform streamlines the entire financial modeling process, providing instant access to meticulously structured financial data and KPIs. Our system puts the needed financial modeling for investment banking information needed to model companies easily. With a Daloopa subscription, you can quickly assess potential deals.

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

Reclaim your time and focus on what matters: identifying and closing deals. Daloopa delivers 50-70% time savings compared to the traditional approach. Spend more time doing more value-added research. Make better decisions with the assistance of your team.

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.

Mutual Funds

Power through earnings season

Ready to reclaim 50-70% of your time and focus on what matters most: closing deals?

Daloopa automates data collection and streamlines financial modeling, empowering investment banking teams to be more efficient and effective. Reach out to our team to see how we can help you transform your workflow.

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