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Valuation intelligence for the middle market
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About

Built by people who had to spread the numbers.

TagniFi was started in a garage, not inside a data company. Every dataset we publish exists because someone needed it for a valuation and could not get it at a price a middle-market firm could justify.

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Why we exist

The data was never the hard part. The access was.

Public filings are free. Turning eleven thousand of them into a consistent, comparable dataset is not — and for years the only firms that could afford the result were the ones large enough to negotiate an enterprise contract.

We built the normalization once, priced it per seat, published the price, and pointed it at the workflows valuation and advisory teams actually run: comps, transactions, industry multiples, cost of capital, and the spreadsheet the model already lives in.

Coverage today
Public companies11,000+
M&A transactions140,000+
Industry reports1,200+
Closed-end funds500+
History back to2007
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Where we have been

Ten years of building the dataset one valuation problem at a time.

2015

TagniFi launches with Excel add-in

Founded to give middle-market valuation firms filing-grade fundamentals without an enterprise contract.

2016

TagniFi Search

Search and export comp lists for your valuations.

2019

M&A transactions go live

Disclosed deal terms and multiples, filterable by TEV band and sector, join the platform.

2020

Quarterly economic updates

Comprehensive business condition updates to satisfy Revenue Ruling 59-60.

2021

Private equity database

A searchable database of private equity firms, family offices, funds, and portfolio companies.

2022

Closed-end funds

Marketability inputs and depository comps round out the datasets a valuation actually needs.

2023

Banks and thrifts

Call reports and UBPR data for banks and thrifts.

2024

Corporate bonds and yield curves

Historical corporate bond pricing and aggregate yield curves by rating and tenor.

2025

Industry research library

Quarterly industry reports and economic updates give appraisers a citable measurement date.

2026

TagniFi Spread

Securely spread private company financials and load them instantly into your Excel models.

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Leadership

Two founders — one who wrote the reports, one who builds the pipeline behind them.

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Chad Sandstedt

Co-founder and CEO

Spent a career investing in the private markets before deciding the data problem was worth solving directly.

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Dave Bettin

Co-founder and CTO

Builds the pipeline that turns filings into a normalized dataset, and the add-in that puts it in your model.

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Our Partners

The data partners and standards bodies behind the platform

We combine our own normalized filings with trusted third-party data, and we support the professional organizations our customers rely on.

Data partners

QuoteMediaFactSetSQXCEF Advisors

Organizations we support

ASAAICPAXBRL US

Get in touch

Questions about coverage or a specific valuation? An analyst answers, not a queue.

[email protected][email protected]1-800-TagniFiTampa, Florida