TagniFi, the valuation intelligence platform for the middle market, today announced the launch of TagniFi Spread, an AI-powered spreading tool that securely transforms private company financial statements into custom layouts and delivers them directly into Excel.
Spreading private company financials has long been one of the most time-consuming steps in valuation, credit, and deal work. Statements arrive in inconsistent formats, line items vary from company to company, and analysts spend hours re-keying figures into the templates their firms rely on. TagniFi Spread replaces that manual process with an AI workflow built around your own format.
Excel integration is at the core of TagniFi Spread. Every private company spread is available in Excel through the TagniFi Excel function. Simply change the company ID, and that company’s financials pull into Excel in the selected layout. One model can be reused across an entire portfolio of private companies, with no re-keying, copying, or reformatting.
“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.”
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