DOCUMENT MANAGEMENT

Enhance document controls and processes

Document infrastructure for complex portfolios. Reconcile, organize, and access your investment documents at scale.
AUMNI AUDIT & LOST DOCS
Identify and reconcile document gaps

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.

CROSS-POLLINATION & HYPERLINKING  
View documents in investment context

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.

DOCUMENT UPLOAD & CUSTOM DOWNLOAD
Effortless document sharing and management

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.

Helpful Resources

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Oct 16
Audit Preparation Checklist
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Oct 2
5 Steps to a Painless Audit with Aumni
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Floodgate
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Oct 18
How Floodgate saved 20+ hours in audit prep using Aumni
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How It Works

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