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September 17, 2024

What's new in Aumni: September 2024

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Release notes

What’s New 🚀

- Company KPI Analytics: Visualize, benchmark and report on aggregated company performance data.

- Updated Round Modeling and Post-Deal Waterfalls: Exportable post-deal exit waterfalls and simplified round modeling.

- Last Call: Market Insights trial closes September 30.

Company KPI Analytics

Deep dive into top performers and at-risk companies.

Generate company-level reports, identify your biggest movers, and analyze company KPI trends.

- All metrics reporting: Analyze and benchmark standardized company performance data across your portfolio in one customizable view.

- Biggest movers: Quickly identify which companies are making the biggest jumps in performance quarter-over-quarter.

- Company trends: Visualize PortCo performance trends. Compare actuals with projections, monitor company health, and export for reporting needs.

Updated Round Modeling and Post-Deal Waterfalls

Take scenario modeling to the next level with updates that power modeling next rounds with estimated capitalization and seamlessly produce an exit waterfall after a follow-on round.

- Forecast distributions based on a next-round model: Export an exit waterfall using post-deal capitalization data following a modeled next round.

- Model rounds with estimated capitalization: Model a new round, including the conversion of convertibles, using an estimated capital stack based on market averages for different stages.

Last Call

Market Insights trial closes September 30

Two more weeks of complimentary Market Insights access!

After an open trial period, market insights is transitioning to a subscription-based offering. Reach out to your Aumni account team for a demo and further updates!

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC.

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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