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Aumni description
Aumni is software designed for venture capital firms and investors to manage their portfolios. It extracts data from investment documents, providing insights into financial performance, legal terms, and market trends. Aumni automates tasks like reporting, due diligence, and scenario modeling, allowing teams to make faster, data-driven decisions. Its key features include portfolio tracking, document management, market benchmarking, and customized reporting.
Who is Aumni best for
Aumni is a portfolio management solution for venture capitalists and investors. It automates data extraction from investment documents, providing insights into performance, legal terms, and market trends. Users praise Aumni's intuitive interface, automated reporting, and helpful customer support. However, some users mention limitations in managing exits and complex transactions. Aumni streamlines workflows, allowing for data-driven decisions.
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Best fit for small to mid-sized venture capital firms.
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Ideal for venture capital and private equity firms.
Aumni features
| Supported Aumni supports generating custom investor reports on company and fund performance. |
| Supported Aumni supports cap table management, including storage, analysis, and integration with financial modeling. |
| Supported Aumni generates reports summarizing portfolio performance and key metrics. |
| Supported Aumni provides detailed holdings analysis via custom reports, transaction data, and securities information. |
| Supported Aumni provides tools to measure and visualize risk associated with investment portfolios. |
| Supported Aumni tracks historical performance data, including key metrics like MOIC. |
Aumni reviews
We've summarised 23 Aumni reviews (Aumni G2 reviews) and summarised the main points below.
- Highly responsive and helpful customer support team consistently praised.
- Acts as a single source of truth for legal documents, improving data accuracy over platforms like Carta.
- Provides valuable insights into portfolio company performance and market trends.
- Automates tasks like reporting and due diligence, freeing up time for analysis.
- User-friendly interface for easy navigation and data visualization.
- Limited functionality for managing exits, impacting data accuracy.
- Aumni can be less valuable for firms with extensive in-house legal and reporting teams.
- Occasional server downtime reported.
- Limited support for complex transactions like optional conversions, splits, or pay-to-play provisions.
- Analytics capabilities could be more robust, requiring data export for advanced analysis.
- Initial implementation can be time-consuming.
Aumni alternatives
IrwinBetter for investor relations management at public companies. Has stronger momentum based on employee growth. More positively reviewed. An Aumni alternative and competitor.Read more
VESTBERRYHas stronger momentum based on employee growth. A better Aumni alternative for those focused on shareholder and deal tracking.Read more
Company WatchBetter fit for enterprise companies needing financial risk management. Focuses on transparent data for credit risk and supply chain decisions. A strong Aumni competitor for finance and risk assessment.Read more
Cake EquityBetter fit for smaller, growing businesses. Focused on ESOP management and simpler equity tracking. A strong Aumni competitor for startups.Read more
Salesforce Sales CloudBetter fit for enterprise businesses. Broader industry applicability. More established and has slower momentum. Users appreciate robust features and integrations but dislike the pricing and complexity.Read more
KoyfinBetter fit for small businesses. Focuses on market analysis for investors of all levels. Offers a free plan and has faster employee growth.Read more
Aumni FAQ
What is Aumni and what does Aumni do?
Aumni is a portfolio management solution for venture capitalists and investors. It automates data extraction from investment documents, providing insights into performance, legal terms, and market trends. Aumni streamlines workflows like reporting and due diligence, enabling data-driven decisions.
How does Aumni integrate with other tools?
Aumni integrates with various data sources, though specific integrations are not publicly listed. It's designed to act as a central hub, consolidating information and streamlining workflows, rather than directly integrating with other tools. However, users can export data for further analysis in other platforms.
What the main competitors of Aumni?
Aumni's main competitors include Irwin, Vestberry, and Cake Equity. These platforms offer similar functionalities, such as portfolio management, reporting, and data insights for investors and venture capital firms. Other alternatives like Company Watch, Salesforce Sales Cloud, and Koyfin offer broader financial analysis and CRM tools.
Is Aumni legit?
Yes, Aumni is a legitimate software solution for venture capital firms and investors. It helps manage portfolios, automate tasks, and provides data-driven insights. Users praise its helpful customer support and valuable insights. However, some have noted limitations in managing exits and complex transactions.
How much does Aumni cost?
Aumni does not publicly disclose its pricing. Contact their sales team to obtain a customized quote based on your specific needs and the product features you're interested in.
Is Aumni customer service good?
Aumni's customer service receives overwhelmingly positive feedback. Users consistently praise the team's responsiveness, helpfulness, and proactive communication. They are lauded for their thoroughness and willingness to go the extra mile to address customer needs.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.