TagniFi Launches TagniFi Spread, an AI-Powered Tool for Spreading Private Company Financials into Excel

Spread securely maps uploaded financial statements to your preferred layouts, cutting manual data entry for valuation, lending, and investment teams.

TAMPA, Fla., Nov. 4, 2026 /PRNewswire/ -- 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.

Spread 5 years of financials in 5 minutes.

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.

Every private company, one function away in Excel

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.

Key capabilities

• Custom layouts. Define the line items, groupings, and structure your firm uses, and apply them consistently across every company you spread.
• AI mapping. Upload income statements, balance sheets, and cash flow statements; AI maps each line item to your layout.
• Tax return support. Spread business tax returns, including Forms 1065, 1120, and 1120-S, into the same layouts you use for financial statements.
• Excel integration. Pull spread financials straight into your Excel models, without copying, pasting, or reformatting.
• Secure by design. Private company financials are encrypted throughout upload, processing, and delivery.

"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."

— Chad Sandstedt, Co-Founder and CEO, TagniFi

TagniFi Spread joins TagniFi's existing data on public companies, comps, deals, and closed-end funds, giving valuation professionals a single workspace for both public market data and the private company financials they spread themselves.

TagniFi Spread is available now. To learn more or request access, visit tagnifi.com/spread.

About TagniFi

TagniFi is the valuation intelligence platform for the middle market. TagniFi provides financial data and workflow tools for public and private companies, comparable companies, deals, and closed-end funds, delivered through its web platform and Excel add-in. Learn more at tagnifi.com.

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SOURCE TagniFi