Uplevel document controls and processes

Aumni alerts you to document inconsistencies, gaps, and non-compliant formatting before data extraction, so you can proactively shore up record-keeping. Benefit from our document collection services that obtain files from portfolio companies on your behalf.

View deal docs and other records by portfolio company and reference source language through hyperlinked data points. Get instant access to closing sets from rounds you didn’t participate in, shared from your co-investors.

Onboard your portfolio by simply dragging-and-dropping files into the platform for review. Once processed, you can bulk download deal documents to a single, organized zip folder shareable with your team and service providers.