FOR SERVICE PROVIDERS

Elevate the client experience

Differentiate your offering to clients with a data platform purpose-built for venture.
CRVGoodwater
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Key Features and Benefits

AUMNI PORTFOLIO
One digital portfolio for all of your client data

Standardize operations with a platform that structures and stores the most critical data points for every venture deal, for every client.  

Aumni for fund admins
Stay prepared for audit season

Our team identifies gaps so you can control and correct investment documents and data with the utmost confidence and speed ahead of audit season. Self-serve information and collaborate with your clients on audit-related tasks in Aumni.

Aumni for Fund Admins
Reporting - every transaction, every fund

Track terms, obligations, and requirements across all funds with ease. Use Aumni to run detailed reports at the deal, company, or fund level, and quickly export and share information to meet client inquiries efficiently.

Aumni for OUTSIDE Law Firms
Access exclusive industry benchmarks derived from legal documents

Unlock benchmarks and industry insights based on anonymized data aggregated from over 600,000 legal documents. Know what’s market in real time and compare live deals to a single verified data source.

I recommend Aumni to pretty much every venture firm that I come in contact with, especially if they express challenges or concerns related to portfolio management, cap table management, or document management.

Les Craig
Partner at Next Frontier

I think there is huge potential for a lot of firms, including ourselves to invest more in the tech stack, automate the back office and put analytics in the hands of the investment team to make better decisions.

Breton Birkhofer
Principal at Prologis Ventures

Helpful Resources

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customer video
case study
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Report
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Data Insights
Sep 27
NEW First Half 2024 Aumni Venture Beacon
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customer video
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Tear Sheet
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Product
Jun 26
Venture Solutions Tear Sheet
webinar
blog
customer video
case study
report
Report
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Data Insights
Jun 26
Market Insights for Law Firms
INTERESTED IN LEARNING MORE?
Better venture software is waiting
Let us show you how you can use Aumni to up-level your venture capital data, analytics, insights, workflows, and outcomes.
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