TagniFi is a financial data platform that provides affordable access to public and private company data, M&A transactions, private equity information, and over 3 billion financial data points via its search console and Excel add-in, primarily serving middle-market valuation, advisory, and corporate development professionals.
TagniFi Console
An intuitive web-based search engine for quickly accessing over 3 billion financial data points, including public and private company profiles, M&A transactions, private equity firms/investors, financial and legal advisors, people/executives, and economic/industry data.
Excel Add-In
Seamlessly connects Excel models to the full dataset for automating tasks like public comps, transaction comps, DCFs, interest rate/bond yield analysis, historical beta/volatility, and more. Includes a user-friendly Function Builder, one-click data refresh, and audit trails for standardized values.
Comprehensive Datasets
- Public company fundamentals (standardized via XBRL for consistency).
- Private company data (including middle-market and founder-owned firms).
- M&A transaction comps and deal details.
- Private equity data (firms, funds, investors).
- Guideline public comps, transaction comps, and valuation multiples.
- Additional data like closed-end mutual funds, corporate bonds, footnotes, and divisional/segment analysis.
TagniFi Research
In-depth industry reports covering 350+ U.S. industries and quarterly economic updates, integrated directly into the platform for market analysis and valuation support.
Saved Lists & Exports
Customizable saved searches/lists (with custom columns in enhanced versions), CSV exports, and tools for managing and analyzing datasets.
Other Tools: API access for custom applications, pre-built Excel models (e.g., closed-end fund tearsheets for DLOC analysis), and features tailored for valuation, M&A, private equity, and corporate development workflows.
TagniFi emphasizes affordability, data consistency, and being purpose-built for middle-market professionals rather than large investment banks.