See why Ivy Ventures trusts Aumni as its source of truth.

Challenge: Ivy Ventures initially needed more efficient access to deal doc information to be able to report to a growing group of stakeholders. 

In the early days of Ivy Ventures, managing information and reporting to LPs was relatively simple. Their lean team was able to keep track of deals and recall terms easily and with confidence. However, Ivy’s portfolio continued to grow, and keeping track of terms and data became much more complex. 

“When we had just a handful of investments, if anyone asked me about our percentage of ownership in a company, I could answer immediately with confidence. However, as we grew to ten plus companies, I found myself going through documents spread across multiple databases, which often took hours,” says Max MacAuley, Principal at Ivy Ventures.  “So much of what we do boils down to the terms that we're negotiating and the way that the deals are structured, so a key part of being good stewards for our investors and LPs is being able to quickly and accurately communicate that information.”

“So much of what we do boils down to the terms that we're negotiating and the way that the deals are structured, so a key part of being good stewards for our investors and LPs is being able to quickly and accurately communicate that information.”

With a large group of stakeholders but a small team of four, Ivy Ventures needed a way to store and access deal information more efficiently and effectively in order to support all their corporate partners, investors, and portfolio companies.

MacAuley notes that in larger, more traditional firms, there would often be an analyst or associate whose job would include looking through documents and building databases. “Since we didn’t have that luxury, we wanted to build a tech stack that could function almost as an additional team member to support us as the complexity of our portfolio grows.”

Solution: Aumni's venture platform.

Ivy implemented Aumni to get the investment intelligence, document management, scenario modeling capabilities, and workflow support they needed for their portfolio. A fast implementation meant that the benefits from having complete portfolio data in one platform were quickly realized, making document management, analytics, and reporting tasks feel almost effortless. 

Today, Ivy can upload and store every deal document in Aumni with a few clicks, and automatically set up and generate standardized reports with confidence in their accuracy. A transaction ledger allows for quick determination of fully diluted ownership percentages and voting rights for every portfolio company. In just one click, Ivy can now share details of any investment across any fund in a clear and concise way, ensuring relationships with stakeholders stay strong.

“Aumni is our information hub for all things that we know to be 100% true and accurate about the investments that we've made,” says MacAuley. “If I have a question about an ownership percentage or a term on a deal, I know I can turn to Aumni and find information that is factual and based on legal documentation.”

“Aumni is our information hub for all things that we know to be true and accurate about the investments that we've made.” - Max MacAuley, Principal at Ivy Ventures

The Ivy team often uses Aumni’s company page feature, which gives a quick one-page view of any given investment. 

MacAuley also highlights Aumni’s reporting and analytics functions. The reporting tool provides clients with access to Aumni data in both Excel and Google sheets while Market Insights unlocks exclusive benchmarks. “We often use these when going through end-of-year reporting and preparing for presentations back to our corporate partners and investors.” 

The results: Having a single source for accurate portfolio data, analytics, and reporting led stronger stakeholder engagement helping move funds forward. 

“With Aumni, we have a single source of truth,” says McAuley. “It’s been invaluable -- doubling our efficiency and having one place where we can go to see all the vetted legal documents of our entire portfolio, and then to be able to quickly refer back to the specifics of each investment with a click... it's incredible.”

“With Aumni, we have a single source of truth. It makes us better at our jobs.” - Max MacAuley, Principal at Ivy Ventures

Ivy recently made an investment that involved a trigger in increased equity based on timing of additional funding. “It was something that we were not actively tracking. Had we not had Aumni to refer back to, it would have been easy to overlook that detail. Aumni ultimately allowed us to remember that we had access to increased equity as part of that deal,” said McAuley. “Being on top of such things, and then being able to communicate this type of information back to our stakeholders in a timely manner, not only makes us look good, but makes us better at our jobs.” 

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