FOR finance teams

Portfolio peace of mind

Collect, organize, and store the portfolio data you need to succeed.

Key Features and Benefits

AUMNI PORTFOLIO & notifications
One digital portfolio, all of your data

Eliminate data silos by centralizing data and documents all in one platform. Get a holistic view of each transaction and monitor changes in valuations, ownership, warrant expiration, and more over time.

AUDIT LOG & DOCUMENTS
Make audit prep painless

Reclaim your time in audit prep by offloading document review and data management to Aumni. Bulk-download your documents and easily share them with your auditor, or add your audit teams to your account so they can self-serve information.

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ReportS & aumni Plugin
Power the spreadsheets you live in

Use Aumni data to populate the Excel workbooks and models you use everyday. Aumni offers multi-format data downloading to meet your needs and supports one-click reporting in application.

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KPI SOLUTIONS & AUMNI SCENARIOS
Simplify valuation workflows

Get instant access to precise transaction data, company performance metrics, and waterfall modeling tools to power and defend valuation workflows.

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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

webinar
blog
customer video
case study
report
Tear Sheet
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Product
Jun 27
Aumni Plugin for Excel
webinar
blog
customer video
case study
report
Tear Sheet
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Product
Jun 26
Venture Solutions Tear Sheet
webinar
blog
customer video
case study
report
Nov 6
Streamlining Valuation Case Study
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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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