Chad Sandstedt

Evaluator
DISC Type : dsc

Co-Founder and CEO at TagniFi

Greater Tampa Bay Area, United States

Overview

Chad Sandstedt is the Co-Founder and CEO of TagniFi, a financial data platform serving middle-market firms. An entrepreneur with a background in private equity, he focuses on the intersection of finance and technology. He holds a BSBA from the University of Nebraska at Omaha.

Outside of his entrepreneurial ventures, Chad enjoys professional conferences in interesting locations. He recently planned to take up salsa dancing with his wife while attending an event in Puerto Rico, showcasing a willingness to try new things.

Unique fact: He founded AnalystForum, the worlds largest online community for CFA candidates, over a single summer weekend.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Middle-Market Data
His company, TagniFi, is dedicated to providing affordable, high-quality financial data specifically for middle-market professionals, a segment he believes is underserved by legacy providers.
M&A Deal Comps
He recently launched PowerComps, a database of private company transaction comps, to solve the challenge of finding valuation multiples for private deals in the middle market.
Fintech Entrepreneurship
He has a history of building companies at the intersection of finance and technology, having founded TagniFi, AnalystForum, and FetchXL to address market data gaps.

Media Appearances

Chad has no verified media appearances

Work History

4-2013
Co-Founder and CEO at TagniFi
6-1999 - 9-2025
Founder at AnalystForum
4-2005 - 3-2015
Co-Founder at FetchXL
Co-Founder and Director at West Partners
Associate at McCarthy Capital

Education

1995 - 1998
BSBA from University of Nebraska at Omaha

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Tampa Bay Area, United States Job Level : Leadership Designation : Co-Founder and CEO at TagniFi
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Chad

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Chad take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Chad

Personality Compatibility


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