TagniFi
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A1
Valuation intelligence for the middle market
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F
1

Per user. Per year.
No surprises.

Users
Billed annually in advance. Add more users anytime at the prorated fee.
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Pro

The full dataset and the Excel add-in for a working analyst.

$4,990/ yr
  • ·Public comps, transactions and funds
  • ·Industry research library
  • ·Excel add-in
  • ·Unlimited exports
  • ·Filing trail on every figure
Power

Spread, PowerComps and shared layouts for a practice.

$7,490/ yr
  • ·Everything in Pro
  • ·Spread with AI mapping
  • ·PowerComps exhibit builder
  • ·Shared My Layouts
  • ·Saved screens & alerts
Enterprise

API access, SSO and review controls across the firm.

Custom
  • ·Everything in Power
  • ·HTTP API keys
  • ·SSO and user provisioning
  • ·Review & approval trail
  • ·Priority data support
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Every plan includes the Excel add-in, unlimited exports and the full filing trail. No per-report or per-pull fees.
4

Compare plans

See what's included in each plan.

Pro
Power
Enterprise
Data
PowerComps
—
✓
✓
Public Companies
✓
✓
✓
Economic and Industry Data
✓
✓
✓
Analyst Estimates and Recommendations
✓
✓
✓
M&A Transactions
✓
✓
✓
Executive Profiles and Compensation
✓
✓
✓
Closed-End Mutual Funds
✓
✓
✓
Corporate Bond Data
✓
✓
✓
Footnotes and As-Reported Data
✓
✓
✓
Private Companies
✓
✓
✓
Private Equity Firms
✓
✓
✓
M&A Advisors (Financial and Legal)
✓
✓
✓
FDIC Banks
✓
✓
✓
Search
Public Company Searches
✓
✓
✓
Saved Lists
✓
✓
✓
Economic and Industry Data Searches
✓
✓
✓
M&A Transaction Searches
✓
✓
✓
CSV Exports
✓
✓
✓
Private Company Searches
✓
✓
✓
Private Equity Firm Searches
✓
✓
✓
M&A Advisor Searches
✓
✓
✓
People Searches
✓
✓
✓
Decision Maker Email Lookup
✓
✓
✓
Email Alerts
✓
✓
✓
Spread
Custom Layouts
—
✓
✓
PDF and Excel Uploads
—
✓
✓
U.S. Tax Returns (1065, 1120, 1120-S)
—
✓
✓
Team Access Control
—
✓
✓
Excel Integration
—
✓
✓
File Uploads
—
250
✓
Excel
Excel Add-In
✓
✓
✓
Model Library
✓
✓
✓
Function Builder
✓
✓
✓
Save As Values
✓
✓
✓
Convert From Values
✓
✓
✓
Claude Function Skill
✓
✓
✓
Research
Industry Research Reports
✓
✓
✓
Quarterly Economic Updates
✓
✓
✓
Integrations
API Access
—
—
✓
CRM Integrations
—
—
✓
Single Sign On
—
—
✓
Support
TagniFi University
✓
✓
✓
Live Training
✓
✓
✓
Email Support
✓
✓
✓
Phone Support
✓
✓
✓
Capital IQ Model Migration
✓
✓
✓
All plans billed annually.
5

Questions

What firms ask before they subscribe.

Billing, seats, trials, and what each plan includes.

Pricing & PlansWhat is included on Pro, Power and Enterprise.TagniFi UniversityGuided video courses for analysts.

Still unanswered? An analyst replies within one business day.

How is TagniFi priced?

TagniFi is billed annually per user. Each plan has a base price that covers the first user plus a per-seat fee for each additional user — Pro starts at $4,990 per year and Power at $7,490 per year, and Enterprise is custom-quoted.