Thomas Li

Recent appearances

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  Daloopa CEO Thomas Li: The Magic Isn’t in the Model

  August 07, 2026 · 📺 Fundamental Edge

  Former Point72 TMT analyst Thomas Li left the buyside to build Daloopa in 2019 with the goal of capturing market share from the data oligopoly of Bloomberg, FactSet and Cap IQ. Last year data consumption on the platform grew over 100x, and it wasn't the models that did it. He, Brett, and Khe get into what separates a reliable MCP from a brittle one, why Claude in Excel still can't handle a real buyside model, and the one layer of the analyst job he thinks is already collapsing. ----------------------------------------------- Timestamps: [00:00] Intro [01:29] — Founding Daloopa in 2019 to T…

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  Season 2 Finale: Open-Sourcing the Investor Library with Daloopa CEO Thomas Li | S2E10

  April 07, 2026 · 📺 The Hedgineer Podcast

  The Season 2 finale of The Hedgineer Podcast features the return of Thomas Li, Co-founder and CEO of Daloopa, for his third appearance on the show. This episode marks a significant milestone as we transition into a new chapter for the podcast. Special Announcement: Season 3 and New Format Before diving into the discussion, host Michael Watson announces a major shift for the upcoming season. Starting next week, The Hedgineer Podcast will move to a weekly release schedule to provide more frequent insights into the rapidly evolving world of technology, data, and AI. Joining the show as a perman…

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  Building the Analyst’s AI Stack: Inside Anthropic x Daloopa

  October 22, 2025 · 📺 Daloopa

  Thomas Li (CEO, Daloopa) and Nic Lin (Anthropic) go deep on a practical AI stack for fundamental investors: Daloopa’s verified historicals as the trusted context, Anthropic’s Claude as the thought partner. They unpack the “retrieve → analyze → create” workflow, why the mechanical Excel work should be automated, and how auditors can trace every number back to source. Real use cases include ranking companies on guide-vs-actuals accuracy and screening PE takeout risk without building 50 LBOs. They cover MCP integrations, file creation and artifacts, finance-grade benchmarks, outcome-based pricing…

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  AI in Finance: Eliminating Hallucination & Scaling Workflows w/ Daloopa CEO Thomas Li | S2E1

  August 12, 2025 · 📺 The Hedgineer Podcast

  Welcome back to the Hedgineer Podcast! We're kicking off Season 2 with one of our favorite guests, Thomas Li, Co-founder and CEO of Daloopa (https://hubs.ly/Q03C7TSR0). In this episode, we delve into the significant advancements Daloopa has made, including its groundbreaking announcement with Anthropic FIS and its integration into OpenAI. Thomas shares how Daloopa's high-quality, error-free financial data is the key to unlocking the true power of AI for financial analysts. By plugging its verified database into Large Language Models (LLMs), Daloopa is eliminating the critical problem of "ha…

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  AI in Investing with Daloopa's founder Thomas Li

  April 30, 2025 · 📺 Yet Another Value Podcast

  In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations of large language models in financial analysis. From note synthesis to risk modeling and center book evaluations, Thomas outlines the practical realities of AI implementation, discusses adoption across firm sizes, and explains how contextual data—not…

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  The Cutting Edge -episode 004 - featuring Thomas Li from Daloopa

  November 20, 2024 · 📺 Fundamental Edge

  Is AI reshaping buyside modeling? In Episode 4, Thomas Li, CEO of Daloopa, explains how Daloopa’s AI-powered historical data platform accelerates time to insight for equity research analysts and investors, giving users a competitive edge in making smarter investment decisions.

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  NYSE AI Founder Day - Thomas Li, Co-Founder & CEO of Daloopa - Byte into Future

  May 11, 2024 · 📺 Byte into Future

  Join us in an in-depth conversation with Thomas Li, Co-Founder & CEO of Daloopa, who discusses the transformative role of AI in ...

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  How Daloopa is transforming fundamental data for equity analysts

  May 07, 2024 · 📺 Daloopa

  Daloopa announces our Series B fundraise. CEO Thomas Li shares the story behind Daloopa and how we're solving problems for equity analysts with AI-powered historical and fundamental data.

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  Hedge Funds, VC, and Finding Alpha

  December 07, 2023 · 📺 The Riff with Byrne Hobart and Erik Torenberg

  In our 5th episode of The Riff, Erik Torenberg and Byrne Hobart are joined by Thomas Li, the CEO of Daloopa for a deep dive into the world of hedge funds. Need Soc 2 compliance? Get 20% off your first year of Secureframe by mentioning "The Riff" during your free demo: https://secureframe.com/riff Byrne, Erik and Thomas discuss what venture capitalists may not know about hedge funds, what most people get wrong, crowding, and risk management. The conversation also touches on the role of the yield curve in investment strategies and the competition between everyday investors and hedge funds. Th…

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  Using AI to Build One of the Best Datasets for Investing | Episode # 6

  July 19, 2023 · 📺 The Hedgineer Podcast

  Discover the ins and outs of the importance of historical financial data in the 6th episode of the Hedgineer podcast. Thomas Li, co-founder of Daloopa, and Michael delve into challenges f generating accurate, company specific financial data and its management in Excel - a hurdle they both have encountered first-hand. Listen as Thomas explains how their approach offers a solution to this issue - an all-encompassing, single-source database for historical fundamentals. This innovation ensures high quality, accurate data, a game-changer in the world of fundamental investing. Their tool is an inva…

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  The Underappreciated Power of Data Companies with Thomas Li, Co-Founder and CEO of Daloopa

  June 13, 2023 · 📺 Planet MicroCap

  My guest on the show today is Thomas Li, the co-founder and CEO of financial data company Daloopa. Daloopa is a private company that was founded by a group of former buy-side investment analysts who saw the opportunity to use technology to upgrade the research process at just about any type of investment firm; but with a specific focus on saving analysts and portfolio managers time. Just a few years into its journey, the company already has over 200 employees and has multiple offices around the world. In this wide-ranging interview, Thomas and I discussed: Where the original idea for Daloopa…

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  How credit investors can use Daloopa

  January 20, 2023 · 📺 Daloopa

  Part of Daloopa's webinar series, where we discuss how high yield credit investors leverage Daloopa to screen for ideas, track operating performance, build EV stacks and maintain detailed models quickly. Don't waste time building models. Use your time to invest; leave the data scrubbing to Daloopa.

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