Success Story: Kasa Investment Partners

Alipasha Razzaghipour, an Investment Manager at Kasa Investment Partners, has been using Daloopa to make investment decisions for his global equities fund. Let’s hear about his experience!

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Q: Tell us about your fund and your investment strategy.

We invest in global listed equities with the objective of 8% - 10% net return. Our long-only fund typically invests in 10-15 companies. Our approach to generate a return from investing in businesses with strong fundamentals rather than from opportunistically trading stocks and therefore we invest heavily in deep fundamental research. 

Q: What was your process for evaluating companies before, and how has it changed since you began using Daloopa? 

Before, I manually pulled data from various sources which was incredibly tedious and time-consuming. I sometimes outsourced to offshore to contain costs, but the turnaround was long and I would still have to check for errors. I couldn’t even imagine doing quarterly analysis because of how time-consuming it was to glean the data I needed. 

Daloopa is so much better than anything I’ve used before, and I would never return to relying on offshore data extraction service or manually gathering financial data myself. 

With Daloopa, I can get reliable and detailed financial data for any company within 2 hours. Daloopa doesn’t simply pull data from financial reports – it also pulls from company guidance, investor day presentations, news, and many more, giving you a comprehensive data set. I love that all Daloopa data is traceable so when I have questions about data accuracy, I can immediately check the source. Daloopa has drastically lowered the time and cost of getting financial data that I now run quarterly analyses on a broader set of companies. 

Daloopa also has excellent customer service. Whenever I’ve asked for a change in a model, the team turned it around within 24 hours. I’ve also provided suggestions as to what features would be helpful and the Co-Founder, Head of Customer Success, and Product Manager got on the phone with me to listen to my suggestions for improvement. 

Q: That’s great! Have you considered any other financial data provider? How does Daloopa compare?

I used competitor products before I came across Daloopa. Other products usually have built-in logic which can be useful, but I found that they are less flexible to work with and also narrowed my perspective on what analyses I can run. With Daloopa, I have the whole suite of raw data and KPIs and I can cherry pick which ones I want to use for analyses tailored to my needs.