Highlights
“TagniFi wasn’t retrofitted for valuation—it was built for it from day one, which means every feature is optimized for your workflow, not the large investment banks.”
10 Reasons Business Valuation Firms Prefer TagniFi Over Capital IQ
For business valuation professionals, data precision, workflow compatibility, and cost-efficiency aren’t just nice-to-haves—they’re essential. While Capital IQ has long been a fixture in financial research, an increasing number of valuation firms are switching to TagniFi. Why? Because TagniFi was purpose-built for valuation professionals.
Here are 10 reasons why TagniFi is the better fit.
1. Exceptional Value
TagniFi typically costs 1/5 the price of Capital IQ, making it a clear winner for valuation firms focused on maximizing ROI without sacrificing quality or functionality.
Result: High-performance data without high-end pricing.
2. Valuation-Specific Data
TagniFi offers specialized datasets tailored to valuation workflows—like closed-end fund data to automate discounts for lack of control—data not available in Capital IQ.
Result: Better inputs for more defensible valuations.
3. Comprehensive Industry Research
With research coverage on 350+ industries, TagniFi provides the insight you need to add depth to valuation reports and justify your conclusions.
Result: Stronger narratives in valuation deliverables.
4. Streamlined Economic Updates
TagniFi includes a quarterly economic update in both Word and PDF formats, making it easy to drop directly into the business conditions section of your reports.
Result: Save hours while keeping your reports up to date.
5. Point-In-Time Data Integrity
TagniFi ensures all data is point-in-time, so restatements or revisions after your valuation date never overwrite your model’s historical data.
Result: Total consistency with your valuation date—no surprises later.
6. Mac-Friendly Excel Add-In
Unlike Capital IQ, TagniFi supports Excel on both Windows and Mac, eliminating the need for virtual machines or workarounds for Mac users.
Result: More flexibility, fewer IT headaches.
7. Seamless Model Migration
TagniFi can migrate your Capital IQ Excel models to TagniFi’s functions—preserving layout and functionality—so you can switch platforms without disruption.
Result: Keep your models. Upgrade your data.
8. Higher Data Accuracy
TagniFi emphasizes precision and control in financial reporting. For example, unlike Capital IQ, TagniFi does not automatically treat operating lease liabilities as debt in its Excel models—unless you choose to. This avoids inflating debt metrics and ensures alignment with your valuation methodology.
Result: More accurate financial inputs tailored to your analysis.
9. Expansive Economic Time Series
With access to 800,000+ economic time series, you can integrate national, regional, or local trends into your reports—like housing starts by MSA for homebuilders.
Result: More credible context for your valuation assumptions.
10. Built for Business Valuation
TagniFi wasn’t retrofitted for valuation—it was built for it from day one, which means every feature is optimized for your workflow, not the large investment banks.
Result: A data platform that speaks your language.
Unlock Better Valuation Data Today
Discover why leading valuation firms are switching to TagniFi. View or schedule a demo to see the difference.