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 error-prone and suffered from version control issues. We are also able to track, inspect and visualize aspects of financing terms that were previously buried 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 valuation caps or total funds raised for SAFEs and convertible notes. Also, the reporting and analytics functionality/capabilities could be improved. They feel a bit basic and can be limited in the ways in which you can create visualizations. The analytics component doesn't support 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.