Aumni

Aumni is an investment analytics platform that combines artificial intelligence (AI) and human expertise to extract and analyze critical deal data from legal agreements. According to the vendor, Aumni provides valuable financial and legal insights for venture funds, family offices, university endowments, corporate venture firms, and private equity firms. The platform is designed to cater to companies of all sizes operating in the private capital markets, ranging from early-stage startups to established institutional investors.

Key Features

Co-Investor Insights: According to the vendor, Aumni allows users to instantly access a network of past and current co-investors, providing valuable insights for investment strategy. Users can identify key co-investors across all transactions and analyze their co-investing frequency and respective portfolio companies.

Fund-Level Performance Analytics: Aumni enables users to develop fund-level performance analytics with just a few clicks, as claimed by the vendor. Users can generate equity financing summaries for each investment in their portfolio, accelerating the next fund raise process. The platform provides macro-level insights into overall fund performance, as well as investments by industry, stage, and type.

Partner Meeting Preparation Automation: The vendor states that Aumni helps automate partner meeting preparation by ensuring every team member has the latest and most accurate investment data at their fingertips. Regardless of firm size, Aumni improves efficiency by providing easy access to investment insights and streamlining the reporting process. Users can generate detailed reports about any investment across any fund, reducing the time spent creating partner meeting reports.

One-Click LP Reporting: According to the vendor, Aumni offers one-click access to deep portfolio analytics, allowing users to select key data points and develop institutional-caliber reporting for LPs of all sizes. Users can generate detailed summary reports of critical economic and legal information for LP meetings with just one click. The platform simplifies the LP reporting process, providing accurate and comprehensive insights into investment performance.

Audit Workload Reduction: The vendor claims that Aumni's Audit Assist feature helps reduce audit workload by over 50%. The platform collects deal documents, organizes the data, and provides auditors with secure access for review. Aumni's team of venture experts ensures the completeness and accuracy of deal documents, saving time and effort during the audit process.

Benchmarking Term Sheet: Aumni's Benchmarking Term Sheet feature allows users to view term-by-term market data in real-time, as stated by the vendor. Users can instantly access market insights for various terms while preparing a draft term sheet using the online guide. The feature is based on the NVCA Model Term Sheet and includes a built-in pro forma calculator to calculate post-money valuation and analyze the effects of options pools or convertible notes.

Data Extraction and Analysis: Aumni combines artificial intelligence and human expertise to extract and analyze unstructured legal and financial data from deal documents, according to the vendor. The platform's proprietary analytics platform derives and analyzes thousands of data points found in closing documents, ensuring accurate and in-depth information. Aumni's easy-to-use interface aims to deliver impeccable data, empowering users to make data-driven investment decisions.

Security and Trust: According to the vendor, Aumni prioritizes data integrity and confidentiality by triple-checking every document for accuracy and completeness. The platform follows strict access control policies and authentication processes to ensure data confidentiality. Aumni maintains a strong security culture, with regular security awareness training for employees and adherence to security best practices.

Data Visualization: Aumni offers powerful data visualization capabilities, presenting investment data in clear and intuitive dashboards, as claimed by the vendor. Users can explore and analyze data using interactive charts, graphs, and tables. This feature enhances data-driven decision-making by providing visual representations of complex information.

Deal Term Benchmarking: Aumni's platform includes a benchmarking term sheet that allows users to compare their investment deals against market trends, according to the vendor. Users can evaluate factors such as the amount raised, post-money valuation, and deal terms against industry benchmarks. This feature provides valuable insights for negotiating and structuring investment deals.