Track company KPIs

A single solution for KPIs and financial documents through a no-lift collection and extraction experience. Select target metrics for your portfolio companies across stage and industry and we do the rest.

Visualize projections v. actuals in pre-built dashboards, access customizable reports, see company and portfolio level views, access source documents for each data point, and export to where you work.

Inform fundraising, follow-on investments and other critical decisions with the only platform designed to unify ownership, capitalization, and performance data.

No login experience for companies with forwardable links and simple intake forms. Easily email investor updates to Aumni for extraction and limit the asks for founders.