TagniFi

Start by wiring TagniFi into the tools you already use. Connect the Excel add-in, point it at your models, and pull live fields into cells with simple formulas—revenue by segment, unit economics, or benchmark rates. Build a segment dashboard in minutes: define business units, tag your data, and watch trends roll up by product line, region, or channel. Set filters for currency, fiscal calendar, and consolidation rules. Pin key views—gross margin by segment, backlog conversion, and cash burn per unit—to a weekly check-in sheet so your team can review the same numbers every Monday.

Next, map your near-term cash position with driver-based forecasting. Start with collections, disbursements, and payroll cadences; then layer in seasonality, pipeline probability, and vendor terms. Add scenarios—base, downside, and stretch—with toggles for growth, pricing, and hiring. Sync KPIs directly into the model to monitor sales efficiency, payback, and working-capital turns. Use performance analytics to surface the inputs that move your forecast most, and run a quick risk check for covenant capacity and runway. When assumptions change, refresh the model, export a one-pager, and send it to stakeholders with your notes on variances and corrective actions.

For market work, open the TagniFi Console and run a precise search: build a peer set by revenue band, industry code, and geography; add filters for profitability or growth; include both public and private names. Save the list, export clean identifiers, and push comps to Excel with a click. Fetch valuation multiples, transaction benchmarks, and yield curves without hunting across sources. Need context for an investment memo? Pull deal histories, investor profiles, and advisor rosters, then stitch together a compact market map. Track interest rates and closed-end fund discounts to calibrate discount rates and cost of capital, and drop time-series charts into your deck.

Different teams can move fast with the same data spine. Advisors assemble pitch materials with fresh comps and transaction precedents. Corporate finance teams produce board packs that reconcile divisional performance, forecast updates, and risks—no manual paste work. Investors screen pipelines, run early-stage diligence, and monitor portfolio KPIs against plan. Nonprofits plan grants and programs with clear cash windows and outcome metrics. Every workflow is repeatable: saved searches, templated models, and auditable formula links keep your process consistent from project to project.