Aumni Reviews & Product Details

Aumni provides a single source of truth for all our investments and is based on the underlying financing documents. We now have more precise and readily available data as it relates to reviewing and analyzing our investment portfolio. We've been able to replace the spreadsheet previously used to track invests which was highly erorr prone and suffered from version control issues. We are also able to track, inspect and visualize aspects of financing terms that were previously burried in legal documents. Review collected by and hosted on G2.com.

Aumni is great for equity financings/investments, but does not provide the same level of detail and information when it comes to convertible notes or SAFEs. For example, it isn't possible to track track valuation caps or total funds raised for SAFEs and convertibles notes. Also, the reporting and analytics functionality/capabilities could be improved. They feel a bit basic and can bit limited in the ways in which you can create visualizations. The analytics component doesn't suppor the ability to do math. It is really just a visualizer of data. To do more advanced analytics, you have to download the data to excel. Review collected by and hosted on G2.com.

Great tool for portfolio investment visibility - you can see all of your investments (and the details down to board, liq pref, etc.) in one place. I love that they all tie back to legal documents, so you can trust what you're seeing.

I also frequently use their benchmarking tools to understand how our term sheets measure up to market, as well as their co-investor analysis to present to our LPs. Review collected by and hosted on G2.com.

It's a lift to get it implemented - but the process is still helpful because it essentially acts as an audit. Review collected by and hosted on G2.com.

I originally picked Aumni up for the data repository/completeness review capabilities and have been pleasantly surprised by the things that they have added to the platform over time. The system is easy to use and my customer success team has provided a very high level of support. Review collected by and hosted on G2.com.

Implementation was a little slow, but that was mostly on my end. No matter how quickly they ingest documents I feel that I'll be the consistent bottleneck. It would be great if there was a better way, via email or otherwise, for me to get documents over to them without having to log into the system. Review collected by and hosted on G2.com.

The team is amazing - they are always prepared for our calls. They are super responsive and if they are not able to provide a answer in the moment, they will always circle back will little to no follow up by me. Review collected by and hosted on G2.com.

When there are missing docs - being able to respond directly in aumni as opposed to needing to document there then send a follow up email to the team is a bit duplicative. Review collected by and hosted on G2.com.

Aumni allows us to upload detailed transaction data into a web based platform. Aumni's team summarizes key terms and they become available for all our finance, investment and audit teams. Review collected by and hosted on G2.com.

There are some limitations on the type of transactions that the platform supports. For plain vanilla equity transactions is great, but it suffers with some optional conversions, splits or pay to play provisions. Review collected by and hosted on G2.com.

The biggest upsiside is understanding our fully diluted positions across our portco. Review collected by and hosted on G2.com.

There are features that could help emerging managers that are yet to be developed (signal metrics / lead indicators). Review collected by and hosted on G2.com.

Aumni is an excellent tool to turn static legal documents in dynamic and usable data. Extracting tens, if not hundreds, of data points into a flexible digital format is key. Review collected by and hosted on G2.com.

To make Aumni most useful, firms need to gather and submit a large number of documents. The process can be cumbersome (at no fault of Aumni). It can be challenging to keep Aumni up to date with the latest docs. Review collected by and hosted on G2.com.

Aumni has become our single source of truth for all legal documents. For the most up to date information on portfolio companies, I go to Aumni. Review collected by and hosted on G2.com.

There have only been a few instances where documents have not been in the right place, however, upon reaching out to our Aumni support team, docs have been uploaded and stored in the right place. Review collected by and hosted on G2.com.

Aumni has offered a very good customer service. The team has worked with me to improve the value of Aumni and helped me to resolve the issue. For managing our investment and gathering the data Aumni helped me a lot. Review collected by and hosted on G2.com.

Well I have used Aumni and I think these guys needs to add some new features but, as per my experience Aumni is a new company, they are now providing a wide range of features as they are growing so features are coming one by one. Review collected by and hosted on G2.com.

Aumni has excellent customer service. The team is super responsive and has worked with me to make Aumni more valuable for my needs. Aumni has also been a great solution for us to keep track of our investments and to provide information for our annual investor reports. Review collected by and hosted on G2.com.

Aumni is still a new company so they don't offer a robust amount of features but they are always building. They have been rolling out new features fairly regularly. Review collected by and hosted on G2.com.