TagniFi vs. PitchBook

Built for valuation, not deal sourcing.

PitchBook is a private-capital database built for deal sourcing and investor research, priced for the enterprise. TagniFi covers the datasets valuation and deal teams actually use — public comps, transaction multiples, private company financials, industry reports — in Excel, with an audit trail, at a price you can defend.

Keep your models — migration included

Annual cost, 1 analyst

$4,990

TagniFi Pro, published pricing

Contract term

1 year

No multi-year lock-in required

Time to first comp set

Same day

Self-serve trial, no implementation

Side by side

The things that decide a valuation workflow.

TagniFiPitchBook

U.S. public & private company financialsAs-reported, point-in-time, tagged to the filingPrivate-market focus; public data less transparent

M&A transaction multiples140,000+ deals, filter by size, industry and structureIncluded, VC/PE deal focus

Private equity firms & portfolio companiesSearchable by operating keyword, not just SIC/NAICSCore strength — deep PE/VC coverage

Industry reports & quarterly economic updates1,200+ reports, quarterly updatesNot a core deliverable

Closed-end funds500+ funds, with discountsNot offered

FDIC bank call reportsIncluded on every planNot offered

Economic data & interest ratesIncluded on every planNot offered

Excel add-in with live functionsIncluded — plus Save As Values & Convert From ValuesAdd-in available; limited functionality

Spreading private financials with AIIncluded on the Power planNot offered

Audit trail to the sourceRight-click any cell back to the SEC filingPublic data not point-in-time

International coverageU.S. and North America focusGlobal private-market coverage

Published per-seat pricingListed on the pricing pageQuote-based; reported $20k–$70k

Based on publicly available information and customer-reported experience as of 2026. PitchBook packaging, coverage and pricing vary by contract — confirm specifics with PitchBook. PitchBook is a trademark of Morningstar, Inc.; TagniFi is not affiliated with or endorsed by PitchBook or Morningstar.

What it costs over ten years

Annual pricing, held flat. Move the seat count to match your team.

Users

TagniFi ProPublished

$4,990/yr

10-year cost$49,900

TagniFi PowerPublished

$7,490/yr

10-year cost$74,900

PitchBookEstimated

$20,000*/yr

10-year cost$200,000

10-year difference · Pro

$150,100

less than the PitchBook estimate for 1 user

10-year difference · Power

$125,100

less than the PitchBook estimate for 1 user

* PitchBook does not publish pricing; this estimate is interpolated from quotes customers have reported to us ($20,000 for a single-user solopreneur plan, ~$25,000 for two users, scaling to ~$70,000 for ten). Actual quotes are negotiated and vary by entitlement. TagniFi figures are published list pricing. Ten-year totals assume no annual escalation on either side.

Switching

Bring your comps into Excel

TagniFi's add-in pulls live comps, transactions and fundamentals straight into the model — auditable back to the source, with Save As Values and Convert From Values that a PitchBook add-in doesn't offer. Moving over? We help you rebuild your screens and buyer lists so nothing gets left behind.

See how the Excel add-in works →

In Excel with TagniFi

Live valuation functions

Latest LTM revenue

=TAGNIFI("GWW","revenue","LTM")

LTM EBITDA

=TAGNIFI("GWW","ebitda","LTM")

EV / EBITDA multiple

=TAGNIFI("GWW","ev_ebitda","LTM")

Choose TagniFi when

Your work is valuation, transaction advisory, or fairness opinions in the middle market.You need transaction multiples that match your deal and fundamentals you can audit.Excel is where the model lives, and a trail back to the filing matters.You want published per-seat pricing you can budget for and defend.

Stay with PitchBook when

Deal sourcing and private-capital research — VC/PE financings, funds and LPs — are the daily job.You need global, international private-market coverage.Investor and limited-partner relationship data drives your pipeline.Salesforce / CRM integration for deal origination is central to the team.

Plenty of firms run both — TagniFi for the valuation seats, PitchBook for the origination desk.