The #1 platform for venture investors

Monitor and manage your venture portfolio

documents

insights

workflows

reporting

KPIs

Trusted by the world's leading firms in venture capital

All your portfolio data in one place

TRANSACTION & KPI DATA
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Drive excellence in portfolio monitoring and management

Gain a more complete view of venture deals with the most accurate private market data sourced straight from legal deal documents, including from co-investors in common portfolio companies. Monitor precise capitalization, valuations, shareholder rights, and performance across time.

  • Unlock performance history for diligence and guidance.
  • Inform investment. Coach for performance.
PORTFOLIO REPORTING
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Create actionable reports with ease

Actionable reports are as easy as one click and include all your key financial and legal details from any investment in your portfolio.

Standardized or customized, Aumni's reporting capabilities enable institutional-caliber reporting quality for GPs and LPs of all sizes.

MARKET INSIGHTS & BENCHMARKING
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Benchmark terms against the market

600,000 transactions to benchmark your terms. Empower term sheet creation and negotiations with objective private market data.

Real-time market data that you can filter and benchmark term-by-term.

SCENARIO MODElLING
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Model future rounds

Accelerate deal scenario modeling and simplify exit waterfalls.

Evaluate portfolio impact with speed and confidence.

Export pro forma cap tables to Excel with built-in formulas that you can use for deeper analysis.

Features for your entire firm

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Accelerate and centralize investment team workflows.
Compare your venture portfolio to market with advanced industry benchmarks. Model future rounds and exit scenarios. Offload the collection of quarterly KPIs and financial documents.
Monitor portfolio data & valuations.
Answer questions about your portfolio's economic and legaldeal terms.
Eliminate audit inefficiencies.
View and download closing sets, structured financing and valuation data in one place.
Generate LP & GP reports.
Create and export custom reports that aggregate company, transaction, securities held, and co-investor data.
Aumni Platform Screenshot
Compare your full portfolio to market with advanced industry benchmarks.
View and export your fund and company data for streamlined internal reporting.
Do diligence on new fund investment opportunities and LPA terms with real data.
Auto-generate models to calculate potential dilution and liquidation impact.
Aumni platform screenshot
Leverage Aumni's vast co-investor data. View or download closing sets for any or all portfolio investments
View and export client LPA and company data to supplement fund admin reporting
Offload the collection of cap tables, financials, reporting packages to Aumni
Access all of your clients' fund data and underlying company deal data organized in one, intuitive digital portfolio
Aumni Platform Screenshot

Stats that speak for themselves

9 of 10

customers agree Aumni is significantly more effective than all previously used solutions

98%

of customers agree that Aumni saves significant time compared to previously used solutions

93%

of customers agree that Aumni is significantly easier to use than competitive alternatives

Why customers love us

Our relentless focus on customer input guides Aumni's product roadmap

We constantly ask, listen, observe, and invite feedback.  We love when customers want to partner and collaborate with our product teams to provide fresh ideas and feedback for features that help accelerate and simplify data-driven decisions.

We make things easy with a single "pane of glass" to view all your portfolio data

The Aumni platform houses all your portfolio data, from legal and economic terms from deal docs, to structured transaction and KPI performance data.

Our customer support is legendary

We are here to make you the heroes. Many of our CSMs transitioned as practicing venture attorneys. We know this space as well as anyone and are committed to giving all our customers world-class experiences.

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
Featured resources

Thought leadership

webinar
blog
Jun 27
KPIs: To collect or extract? How venture firms can optimize for portfolio company experience
customer video
case study
report
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webinar
blog
customer video
case study
report
Mar 27
NEW Year End 2023 Aumni Venture Beacon
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Jun 27
webinar
blog
May 23
Valuations and momentum in 2024
customer video
case study
report
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Security and trust are our top priority.
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Aumni meets or exceeds standards for security, availability, and confidentiality.

ISO/IEC 27001:2013
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