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Welcome to
TagniFi University.

TagniFi University offers videos to help you learn how to get the most from TagniFi. The bite-sized videos make it easy to learn how finance and investment professionals are leveraging TagniFi to get more done.

  • How-To Videos
  • Excel Model Library
  • Searching the TagniFi Console
  • Copying Tickers Into Excel
  • Building Custom Excel Functions
  • Converting Models To/From Values
Request a Demo

Why valuation teams are making the switch to TagniFi.

TagniFi's advanced financial data technology offers an affordable, all-in-one solution that makes the business valuation process more profitable.


Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run a guideline public company method.


Search for public and private M&A deals with the TagniFi Console. Run your transaction comps within seconds by pasting the Deal ID into your Excel model.


Calculate forward multiples for your guideline public company method as of your valuation date. Estimates are available for revenue, EBITDA and EPS.

Rob SchlegalHoulihan Valuation Advisors

We've relied on TagniFi for over 15 years in our business valuation practice. Spreadsheet-oriented, the software allows for easy selection of guideline public companies through screens, and quickly populates public information on a date of value with a variety of multiples and ratios for analysis. This tool is ideal for small- to mid-size valuation practices, especially at the license fee compared to alternatives.

Gary TrugmanTrugman Valuation

TagniFi is one of the best products of its kind as it is cost-effective, easy-to-use, and accurate. If our staff had to perform these tasks manually, I would need many more people. Our template is populated with the necessary data needed to perform in-depth analysis with the click of a button and it could not be easier to use. Not to mention that the folks at TagniFi have been great to work with.

Keith PinkertonColes Reinstein

TagniFi has helped us incorporate guideline pubic comps, M&A transaction comps, and now closed-end fund data into our valuation processes. The data quality is superb, the interface is intuitive, and the support is excellent. If you are looking for a financial data platform to make your valuation team more productive, TagniFi is the way to go.

Brett CooperRivero, Gordimer & Company

TagniFi has completely transformed the way I use financial data in Excel. I have my spreadsheet setup where all I need to do is input my ticker symbols and valuation date to run a new analysis. In less time than it takes to get a cup of coffee my work is done. I highly recommend TagniFi to anyone working with public company data.

Scott SaltzmanSaltzman LLC

I highly recommend TagniFi for all valuation firms, whether you prepare numerous or a few market approach valuations during the year. I have evaluated numerous software similar to TagniFi over the years. I have found errors with some of their data models or others require annual fees that are not cost beneficial.

Rosanne AumillerApplied Business Strategy

We need the highest quality financial data in our models. We use TagniFi for our business valuations and litigation support analyses. TagniFi's data quality has exceeded our expectations at every level. Also, their customer support is top notch. If you are making decisions based on financial data, you should definitely consider TagniFi.

Business Valuation Made Easier from Start to Finish

In addition to all of the public company and deal data, TagniFi has the extra tools you need to make your business valuation process more efficient.


Search and analyze historical discounts, yields, leverage, and more for closed-end mutual funds as of your historical valuation date.


Calculate historical beta and volatility as of your valuation date automatically. Simply enter the tickers and valuation date in Excel and TagniFi does the rest.


Automate the interest rates and economic data in your valuation report using the TagniFi Excel plugin. Choose from over 200,000 time series available.


Designed exclusively for BV professionals, the Quarterly Economic Update provides timely economic data and commentary to satisfy Revenue Ruling 59-60.


Easily search for keywords and phrases in the acquirer footnote disclosures for every M&A transaction in the TagniFi Deals dataset to find matching transactions.


Need additional comps? Easily find and analyze the competitors for any of the public companies covered by TagniFi with one click to view their profile.

TagniFi Console

TagniFi Console is for searching and analyzing companies, deals and more. Easily take your analysis to Excel by copying tickers and deal IDs with one click.

TagniFi Excel Plugin

The TagniFi Excel plugin streamlines your guideline public company method. Simply enter your ticker symbols and valuation date to run your report with valuation multiples, growth rates, ratios and more calculated automatically.

Schedule A Demo.

See how the TagniFi platform is helping innovative business valuation teams with better data. The demo will cover the following topics:

  • Excel Plugin Features
  • Excel Models for Business Valuation
  • Searching for Companies and Deals

    How We Compare.

    Looking to make the switch from another data vendor? See how TagniFi stacks up in a side-by-side comparison.

    TagniFi Vs. PitchBook

    See how TagniFi and PitchBook compare in terms of data quality, transparency and cost.

    Compare with PitchBook

    TagniFi Vs. Capital IQ

    See how TagniFi and Capital IQ compare in terms of coverage, Excel plugins, audit capabilities and more.

    Compare with Capital IQ

    TagniFi Vs. Bloomberg

    See how TagniFi and Bloomberg compare in terms of data quality, point-in-time capability and more.

    Compare with Bloomberg