Introducing Aumni Venture Workspace
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Since its founding, Aumni has been the trusted source for structured, document-backed investment data. Now, Aumni is taking a major step towards a more flexible Venture Workspace designed for firm workflows.
Document-backed data is the core of Aumni, but firms require more than reference data: they need a workspace that supports internal workflows, assumptions, and strategic perspectives. Aumni Venture Workspace introduces a suite of platform enhancements that allow for firm-insights to be layered on top of the trusted foundation of legal documentation.
You can watch the product overview here.
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Transaction management
Seamlessly input and modify purchase and sales transactions directly in the platform. This capability ensures portfolio record accuracy reflect internal documentation, draft transactions, and evolving deal structures without dependency on external systems.
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Custom deal structuring
Create and manage rounds and exits independent of legal documents. Track comprehensive deal information including transaction dates, counter parties, structure details, and notes all within a unified interface.
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Customize and track
Add and manage firm-specific tags across portfolio companies. This functionality enables segmentation, thematic analysis, and organization that aligns with firm terminology and strategy.
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United portfolio and company views
Take advantage of enhanced portfolio and company pages where sourced data and firm inputs coexist within a single workspace. This integration provides comprehensive portfolio visibility while maintaining data integrity and auditability.
Operational impact and strategic value
Workspace addresses the real challenges facing venture teams today:
- Process optimization: Eliminates the reliance on fragmented data sources and manual reconciliation processes
- Expedited reporting: Streamlines audit preparation, valuation processes, and stakeholder communications through centralized data management
- Organizational scalability: Enables lean teams to manage expanded portfolio scope through enhanced operational efficiency
- Strategic alignment: Provides unified visibility that connects factual portfolio data with strategic investment narratives
Interested in learning more?
This release marks a fundamental shift in how Aumni helps you better manage your venture portfolio. To learn more about Venture Workspace updates and how Aumni can streamline your venture portfolio management workflows, contact us for a personalized walk through.
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