TagniFi
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A1
Valuation intelligence for the middle market
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The data goes where the model lives.

Live TAGNIFI() functions keep every figure current — or locked to your valuation date — with a right-click trail back to the filing.

Requires Microsoft 365 · 7-day trial, no card required
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Refreshes on open, on filing update, or on demand. Ranges pull a whole comp set into a block of cells in one call.

CELL FORMULA

=TAGNIFI("tagnifi.metrics.evtoebitda","GWW","date","0")

RETURNS

17.4x

SOURCE

W.W. Grainger · calculated daily from filings and market data

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Model Library

Start from a model, not a blank sheet

Comp sets, DCFs, precedent transaction exhibits and cost-of-capital builds already wired to TagniFi functions. Open one, change the ticker, and the whole workbook repopulates.

ModelCategoryUpdated
Comparable Company AnalysisValuationAug 2026
Discounted Cash FlowValuationAug 2026
WACC Build-UpCost of CapitalJul 2026
Precedent TransactionsValuationJul 2026
Bank Peer AnalysisDepositoriesJun 2026
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TagniFi Function Builder
Public Companies › Fundamentals
Revenue
Period:TTM
Relative Period:0
=TAGNIFI("tagnifi.fundamentals.value","GWW","Revenue","TTM","fiscal_year","fiscal_quarter","vintage_date","industry_template","0","reference_date")

Function Builder

No syntax to memorize

Pick the data category, the dataset, the tag and the period from menus in the task pane. The builder writes the function, and every argument is searchable — so a new analyst is productive on day one.

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Right-Click To Audit

Every cell answers "where did this come from?"

Right-click any TagniFi cell to see the as-reported figure, the normalization applied, and a link to the exact filing page. Reviewers audit inside the workbook instead of emailing the analyst.

B
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Revenue
17,200
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EBITDA
3,110
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EV/EBITDA
17.4x
TagniFi
View Source Filing
Show As-Reported Value
Show Adjustments
Save As Value
Convert From Value
Refresh Cell

Adjusted EBITDA · 10-K FY2025, page 62 · stock comp added back

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Migration Report — Comps_Q3.xlsx1,284 of 1,301 mapped
Capital IQ FormulaTagniFi FormulaStatus
=CIQ("GWW","IQ_TOTAL_REV")=TAGNIFI("tagnifi.fundamentals.value","GWW","Revenue","TTM","fiscal_year","fiscal_quarter","vintage_date","industry_template","0","reference_date")Mapped
=CIQ("GWW","IQ_EBITDA")=TAGNIFI("tagnifi.metrics.ebitda","GWW","date","0")Mapped
=CIQ("GWW","IQ_TEV_EBITDA")=TAGNIFI("tagnifi.metrics.evtoebitda","GWW","date","0")Mapped
=CIQ("GWW","IQ_EST_EPS_FY1")— review requiredFlagged

Capital IQ Model Migration

Keep the models. Change the data source.

Point the add-in at an existing Capital IQ workbook and it rewrites every =CIQ() call as its TagniFi equivalent — formats, links and formulas intact. Anything without a clean match is flagged rather than guessed.

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Claude Skill

Describe the model. Claude writes the functions.

Install the TagniFi skill in Claude and ask for the analysis in plain language. It returns correct TagniFi syntax — tickers, tags, periods and ranges — ready to paste into the workbook.

Install the skill →

Download the file, then upload it to Claude under Skills in Settings.

"Build me a comp table for these industrial distributors with TTM revenue, EBITDA and EV/EBITDA as of my valuation date in B1."

=TAGNIFI("tagnifi.profiles.company_name",$A3)

=TAGNIFI("tagnifi.fundamentals.value",$A3,"Revenue","TTM","fiscal_year","fiscal_quarter",$B$1,"industry_template","0","reference_date")

=TAGNIFI("tagnifi.metrics.ebitda",$A3,$B$1,"relative_period")

=TAGNIFI("tagnifi.metrics.evtoebitda",$A3,$B$1,"relative_period")

→ copy down for each ticker in column A

Claude

Put live, traceable data in your next model.

Install the add-in and try it free for 7 days.

7 days · No card required
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Questions

Set up in minutes, and every figure traces back to a filing.

What valuation teams ask about the add-in before rolling it out to the practice.

Excel DocumentationFunctions, the Function Builder and setup.TagniFi UniversityGuided video courses for analysts.

Still unanswered? An analyst replies within one business day.

Which versions of Excel are supported?

The add-in runs in Excel for Windows and Mac on Microsoft 365. It installs from the ribbon in a couple of minutes and keeps itself updated — there is nothing for IT to package or push.