Verified User in Investment Management
UI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
"A wonderful time with Aumni"
5/5
What do you like best about Aumni?

Aumni's customer service was incredible. The team was competent, quick to respond, and very thorough. The product was also extremely full featured and well thought out. We became fans after the first ten minutes! Review collected by and hosted on G2.com.

What do you dislike about Aumni?

I honestly don't have any. It's been a really great experience and I just hope it stays this way! Review collected by and hosted on G2.com.

LI
Lauren I.
Mid-Market (51-1000 emp.)
"Great customer service and lots of potential for future analytics"
5/5
What do you like best about Aumni?

THe best part about Aumni is the detailed review of closing documents. The Audit log report alerts me to any issues with the closing documents and any missing pieces to deal docs. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

While the accuracy of the deal docs is paramount, I wish there was a feature to have the Fund-known Schedule of investments presented side by side with Aumni-known investments to easily see gaps where we need more documentation. Review collected by and hosted on G2.com.

FK
Fahad K.
Senior Relationship Manager
Enterprise (> 1000 emp.)
"Great Automated Investment Platform which provides Investment Intelligence"
4.5/5
What do you like best about Aumni?

One of the best Deal data tracking tools whicb offers auditing and tracking of legal data across workflows.

Offers Financial And Investment data tools which regards to venture capital business Review collected by and hosted on G2.com.

What do you dislike about Aumni?

Investment Intelligence is not AI based, it is intuitive and largely depends on expertise of the user, hence one cannot expect the software tool to deliver a right response in terms of investment and financial planning Review collected by and hosted on G2.com.

Sakshi H.
SH
Sakshi H.
Finance and Administration Coordinator
Mid-Market (51-1000 emp.)
"Revolutionizing Investment management"
4.5/5
What do you like best about Aumni?

Automation feature helps to solve the problem of manual data entry problem.

This platform enables users to take better analytics which helps to take better investment decisions. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

Initial implementation and set-up are a little challenging and time-consuming which could be avoided by a better onboarding plan.

Data security is another issue and it could be dependent on data senstivity. Review collected by and hosted on G2.com.

Max Wesley M.
MM
Max Wesley M.
Principal
Small-Business (50 or fewer emp.)
"Table stakes for VC tech stack"
5/5
What do you like best about Aumni?

The team - they're all over it, constantly in communication and constantly hopping on calls to walk us through new features (which come often). Aumni is a great and very helpful product, and our team has no doubt that every VC will need access to Aumni in the future in order to keep up with the market. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

We are early in our portfolio building, so we have less info to plug into the system. This isn't necessarily a true negative, I just know it'll be way MORE useful once we have 8-10 portfolio companies vs the current 4. Review collected by and hosted on G2.com.

Shivam M.
SM
Shivam M.
Chief Strategy Officer
Small-Business (50 or fewer emp.)
"AI generated financial insights"
3/5
What do you like best about Aumni?

Aumni helps in cross-functional integration for the user, and with the help of AI it helps in financial decision-making and makes it easier for the user to compare, Analyze and Evaluate the solution. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

There are some features which Aumni lacks but they are always coming up with the new features to get ahead in the market. Review collected by and hosted on G2.com.

Grace C.
GC
Grace C.
Small-Business (50 or fewer emp.)
"Operations Manager"
5/5
What do you like best about Aumni?

I trust the data more than any other platform. We've also had a very positive customer experience from onboarding to tackling any ongoing issues. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

There are certain things the platform does not support, such as exits, that make the data not 100% accurate. Review collected by and hosted on G2.com.

Trent M. W.
TW
Trent M. W.
Chief Financial Officer
Small-Business (50 or fewer emp.)
"Great for certain things, though still has room to improve."
4/5
What do you like best about Aumni?

Huge help in maintaining an audit log of our portfolio of investments. It's valuable to us to have a single spot that shows what legal docs we have and to know that Aumni has legal experts who review. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

Usefulness of metrics on the platform need further accuracy and refinements as compared to our companies' competition and the market. Review collected by and hosted on G2.com.

Verified User in Investment Banking
UI
Verified User in Investment Banking
Small-Business (50 or fewer emp.)
"Aumni as a tool in a VC Fund"
4.5/5
What do you like best about Aumni?

I really like that I can create reports selecting specifically the features I need. Also, I had a great experience with the onboarding session. The team has been really present looking to solve our needs. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

It would be very useful a LP reporting product. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Powerhouse for Venture Deals"
5/5
What do you like best about Aumni?

Aumni helps keep our deal data organized and accessible for all of our team members. We're able to use it as a single source of truth for multiple groups including our investor, finance, accounting, and operations teams. Review collected by and hosted on G2.com.

What do you dislike about Aumni?

The usefulness of Aumni is highly dependent on your internal tech stack. It might not be right for some firms that have full in-house teams who do the logging / reporting that Aumni provides. That said, it can supercharge those teams if you use it well. Review collected by and hosted on G2.com.