Portfolio management, simplified
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Managing a venture portfolio is challenging. Data lives in one place, documents in another, and reporting takes longer than it should. Without the right tools and workflows in place, portfolio management can feel unnecessarily difficult.
Aumni was built to solve this.
Take investment terms, for example. Whether it’s liquidation preferences, anti-dilution provisions, or valuation caps, every detail is stored and easy to access. Need to check major ownership percentage and rights for all Series B investments? It's in one platform.
Document management and storage is a central tenant of the platform. Organize, store, and share deal documents, cap tables, and more with your team.
Insights you can actually use
Having data is one thing. Insights are another. Evaluating portfolio company performance and the benchmarking against other companies in the market is nuanced and multifaceted. Are you tracking the right KPIs? Are your investments in line with market trends?
Aumni’s analysis and benchmarking tools provide answers. You can analyze deal terms, compare your portfolio’s metrics against aggregated market benchmarks, and track performance data that matters, such as valuation trends and liquidation preferences.
Thinking about the implications of a down round on your portfolio’s overall value? Aumni provides the data and benchmarks to help assess potential impacts and prepare accordingly.
Aumni can also help you benchmark your portfolio against aggregated market data. For example, you can see how your portfolio’s valuations compare to industry and stage benchmarks or whether your liquidation preferences reflect current trends.
Reporting without the grind
With Aumni, reporting is more streamlined. Say you need to send a quarterly update. Instead of piecing together data from spreadsheets, you can use Aumni’s pre-built templates to generate a professional, polished report in minutes. Customize with specific metrics and share out to LPs and other stakeholders.
Making portfolio management work for you
Portfolio management shouldn’t just be about keeping up with the chaos. It should be a tool for driving better outcomes – whether that’s identifying new opportunities, anticipating risks, or simply making your workflow more efficient.
Connect with us today to learn more about what Aumni can do for you.
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