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TagniFi Unveils TagniFi Spread

The Game-Changer in Financial Data Management

On November 4, 2026, TagniFi, a leading valuation intelligence platform catering to the middle market, announced the introduction of TagniFi Spread, a cutting-edge AI-powered tool designed to transform the tedious task of spreading private company financials into Excel. TagniFi Spread allows analysts to seamlessly consolidate and organize financial data, drastically reducing the time spent on manual data entry.

The Challenge of Financial Spreading

In the world of finance, spreading private company financials has long been regarded as one of the most labor-intensive aspects of valuation, lending, and deal-related tasks. Financial statements often arrive in various inconsistent formats, and line items vary from one company to another. Consequently, analysts frequently find themselves spending excessive hours re-entering figures into templates that their firms utilize. This traditional approach not only consumes valuable resources but can also introduce errors, further complicating the analysis process.

The Power of TagniFi Spread

TagniFi Spread revolutionizes this outdated manual process by employing advanced AI capabilities, allowing firms to define their preferred format once and then letting AI handle the mapping of financial statements. This innovative solution ensures that analysts can upload income statements, balance sheets, and cash flow statements, which are then automatically matched to the specified layout without needing to manually re-key information.

Key Features Include:

• - Custom Layouts: Users can outline the specific line items, groupings, and structures they prefer for financial statements, ensuring consistency across all spreads.
• - AI Mapping: The tool intelligently maps uploaded financial statements to the user's desired layout, saving hours of manual work.
• - Tax Return Support: TagniFi Spread accommodates business tax returns, such as Forms 1065, 1120, and 1120-S, allowing firms to maintain a unified layout for tax and financial statements.
• - Excel Integration: Analysts can easily import spread financials directly into their Excel models, eliminating the tedious processes of copying, pasting, or reformatting.
• - Secure Data Handling: The platform ensures that private company financial data is encrypted throughout every stage, from upload to processing and delivery.

An Analyst’s Perspective

Chad Sandstedt, Co-Founder and CEO of TagniFi, emphasized the simplicity and efficiency that TagniFi Spread brings to financial analysis: “Every firm that works with private companies has its own way of looking at the numbers, and analysts have spent far too many hours re-keying financial statements to fit that format. TagniFi Spread lets teams define their layout once, then lets AI do the mapping, so the data lands in Excel structured the way they already work. Analysts spend less time on data entry and more time on analysis.”

Bridging Public and Private Company Data

TagniFi Spread complements TagniFi's existing suite of data offerings, which includes access to public company information, comparable companies, deals, and closed-end funds. This all-in-one workspace is geared towards providing valuation professionals with a comprehensive overview of public market data alongside the private company financials they are tasked with managing.

Final Thoughts

Currently available for use, TagniFi Spread represents a significant leap forward in streamlining financial analysis processes for firms working with private companies. This innovative tool not only enhances productivity but also empowers analysts to redirect their focus toward more strategic activities, positioning firms to make better-informed valuations and decisions.

To learn more about TagniFi Spread or to request access, visit tagnifi.com/spread.

About TagniFi

TagniFi is dedicated to offering valuation intelligence solutions tailored for the middle market, providing powerful financial data and workflow tools for both public and private entities. Their intuitive platform integrates seamlessly with Excel, helping financial professionals efficiently manage and analyze vital data.