What’s New in Aumni: December 2024
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Release Notes 🚀
KPI X-ray
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- Analyze projections and actuals in one click. View trends in performance and see variance in projections and actuals across your selection of company performance metrics.
- Quickly and easily access KPI notes. Hover over any data point to open a snapshot and view submitted company notes for additional context.
- Flexible filters. Filter charts by quarter, year, actuals or projections, and variable percentage change to get a clear view of KPI trends.
KPI Collection Dashboard
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Track company responses in one dashboard. Know the KPI collection status for each portfolio company, including submitter name, title, and email. Quickly identify which companies with information rights have provide KPIs across collection time periods.
Supplemental Documents
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Store any company document. Now add board decks, pitch decks, by-laws, cap tables and more to supplemental documents inside any company document tab. Drop and categorize files in a structured portfolio context and save all related documents in one place.
Market Insights: Secondaries
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Analyze venture secondary market trends. View secondary market transaction volume and frequency of premium, par, and discounted prices.
Market Insights: Time between rounds
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Understand fundraising cycles in today’s environment. The dashboard aggregates data points from deals to show trends in months between rounds filterable by valuation, median, and average.
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This material is not the product of J.P. Morgan’s Research Department. It is not a research report and is not intended as such. This material is provided for informational purposes only and is subject to change without notice. It is not intended as research, a recommendation, advice, offer or solicitation to buy or sell any financial product or service, or to be used in any way for evaluating the merits of participating in any transaction. Please consult your own advisors regarding legal, tax, accounting or any other aspects including suitability implications, for your particular circumstances or transactions. J.P. Morgan and its third-party suppliers disclaim any responsibility or liability whatsoever for the quality, fitness for a particular purpose, non-infringement, accuracy, currency or completeness of the information herein, and for any reliance on, or use of this material in any way. Any information or analysis in this material purporting to convey, summarize, or otherwise rely on data may be based on a sample or normalized set thereof. This material is provided on a confidential basis and may not be reproduced, redistributed or transmitted, in whole or in part, without the prior written consent of J.P. Morgan. Any unauthorized use is strictly prohibited. Any product names, company names and logos mentioned or included herein are trademarks or registered trademarks of their respective owners.
Aumni, Inc. (“Aumni”) is a wholly-owned subsidiary of JPMorgan Chase & Co. Access to the Aumni platform is subject to execution of an applicable platform agreement and order form and access will be granted by J.P. Morgan in its sole discretion. J.P. Morgan is the global brand name for JPMorgan Chase & Co. and its subsidiaries and affiliates worldwide. Aumni does not provide any accounting, regulatory, tax, insurance, investment, or legal advice. The recipient of any information provided by Aumni must make an independent assessment of any legal, credit, tax, insurance, regulatory and accounting issues with its own professional advisors in the context of its particular circumstances. Aumni is neither a broker-dealer nor a member of any exchanges or self-regulatory organizations.
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