Portfolio peace of mind
Key Features and Benefits
Eliminate data silos by centralizing data and documents all in one platform. Get a holistic view of each transaction and monitor changes in valuations, ownership, warrant expiration, and more over time.
Reclaim your time in audit prep by offloading document review and data management to Aumni. Bulk-download your documents and easily share them with your auditor, or add your audit teams to your account so they can self-serve information.
Use Aumni data to populate the Excel workbooks and models you use everyday. Aumni offers multi-format data downloading to meet your needs and supports one-click reporting in application.
Get instant access to precise transaction data, company performance metrics, and waterfall modeling tools to power and defend valuation workflows.