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Better data.
Better valuations.

TagniFi helps SBICs deliver better portfolio valuations at a fraction of the time and cost.

  • Public Comps
  • Transaction Comps
  • Historical Beta and Volatility
  • Interest Rates and Bond Yields
  • Quarterly Economic Updates
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Why SBICs are making the switch to TagniFi.

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


Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run your quarterly public comps.


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 quarterly portfolio valuations. Estimates are available for revenue, EBITDA and EPS on over 4,000 public companies.

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.

SBIC 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 quarterly valuation process more efficient.


Perfect for quarterly and annual SBIC portfolio valuations, the Quarterly Economic Update provides timely economic data and commentary.


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 800,000 time series available.

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 quarterly valuation process. Simply enter your ticker symbols and valuation date to run your report with valuation multiples, growth rates, ratios and more calculated automatically.

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

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TagniFi Vs. Capital IQ

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TagniFi Vs. Bloomberg

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