Feature release notes: Plugin use case template library; Market Insights
Get started with the new Excel plugin template library for reporting and investment tracking workflows
Exit waterfall
- Access a pre-built scenarios exit waterfall within the Excel plugin to model returns
Investment memo
- Generate a customizable company snapshot with relevant investment history details, your fund's ownership, and key co‑investors
LP report
- Jumpstart quarterly and annual LP reporting with a pre-built template highlighting top 5 investments and performance
SOI
- Populate an investment tracker with all of your fund's currently held securities
Create your own templates with new formulas
- Add new securities and transactions to custom templates and dynamically populate all fields with Aumni data
Valuations, liquidity preferences, markups and more...
Use data to advise your portfolio companies
- Help portcos with specific use cases like right sizing their option pool for longer raise cycles
Update your LPs on market conditions
- Justify your decision-making and highlight adjustments made based on market risk with granular trend data
Increase protections on investments and adjust term sheets accordingly
- Monitor market down round trends, evaluate your risk and optimize your term sheets to mitigate
Take advantage of a limited time offer for Aumni Market Insights! Trial ends September 30.
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