Highlights
“TagniFi specializes in the lower and middle market, where most M&A advisors operate.“
10 Reasons Why M&A Advisors Are Moving From PitchBook to TagniFi
In today’s fast-paced M&A environment, the need for smarter, faster, and more flexible tools is more pressing than ever. While PitchBook has long been a staple in the industry, a growing number of investment bankers, private equity firms, and corporate development teams are switching to TagniFi—and seeing measurable improvements in their deal workflows. Here are the top 10 reasons why:
10. Smarter Alerts for Deals, Companies, and Investors
TagniFi’s customizable alerts allow advisors to monitor industry transactions, target companies, and investor activity in real time. Whether you’re tracking a competitor’s acquisitions, staying on top of investor portfolio changes, or identifying new targets as they emerge, TagniFi’s intelligent alerts keep you in the loop—without flooding your inbox with noise.
9. Flexible API and Integration Options
TagniFi’s robust and developer-friendly API enables seamless integration of company, financial, and transaction data into custom dashboards and internal systems. Whether you’re building proprietary tools or enhancing CRM workflows, TagniFi fits directly into your infrastructure—no IT headaches required.
8. Increased CSV Download Limits (Without the Gatekeeping)
PitchBook users often hit frustrating download caps or require additional licenses for broader exports. With TagniFi, you get generous CSV export limits and the flexibility to pull the data you need—when you need it. Whether you’re assembling a buyer list or building a custom comp set, you won’t be blocked by arbitrary restrictions.
7. Private Market Coverage Built for the Middle Market
TagniFi specializes in the lower and middle market, where most M&A advisors operate. Its data includes thousands of private companies with financials, ownership, and transaction insights that are often overlooked by legacy platforms focused on VC and enterprise segments.
6. Flat, Transparent Pricing With No Surprises
No seat-based pricing. No surprise upgrade charges. No hidden fees for data exports. TagniFi offers simple, transparent pricing that scales with your team—not your invoice. Many firms report substantial cost savings after switching from PitchBook.
5. Traceable, Auditable Data Sources
Every data point in TagniFi is linked back to a verifiable source like an SEC filing, press release, or regulatory record. This transparency gives M&A advisors confidence and credibility in their models, pitchbooks, and due diligence work.
4. Seamless Excel Integration With the TagniFi Add-In
With the powerful TagniFi Excel add-in, users can pull real-time financials, comps, transactions, and market data directly into spreadsheets. This keeps models live, auditable, and customizable—without toggling between platforms or copying/pasting stale data.
3. Lightning-Fast Search and Workflow Efficiency
TagniFi is engineered for speed and precision. Users routinely report faster searches, cleaner filtering, and a smoother user experience compared to PitchBook. Whether you’re identifying targets, screening comps, or pulling a quick buyer list, TagniFi gets it done—fast.
2. Transaction-Level Comps That Actually Match Your Deals
TagniFi’s transaction database is built for precision. Filter by deal size, industry keywords, multiples, and deal structure to find real, relevant comps that match your current mandate. Unlike PitchBook’s generalized multiples, TagniFi’s data is purpose-built for valuation work.
1. Portfolio Company Keyword Searches to Uncover Ideal Financial Buyers
TagniFi empowers advisors to identify the right financial buyers by searching private equity portfolio companies using targeted industry and operational keywords, not just SIC or NAICS codes. This allows you to discover PE firms with experience in niche verticals, accelerating buyer outreach and improving close rates.