Reporting made easy

Build custom reports or utilize pre-built templates to capture and compare securities held, co-investors, transactions and more with a click. Add data fields to any report and easily export to .csv or .xlsx.

Reduce the time spent hunting for stale data and copy-pasting. Create dynamic cell references and refresh information across a report, model, or schedule-of-investments in real-time.

Aggregate Aumni data with other sources you care about via our read-only, RESTful API that programmatically calls 300+ data points to your preferred system. The result is the highest-fidelity data available where and when you want it.