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Aumni

Fintech · Salt Lake City, United States · Founded 2018

Aumni operates as an investment analytics platform tailored for the private capital markets, originating from the legal sector expertise of its founders. Established in 2018 by former corporate attorneys Tony Lewis and Kelsey Chase, the company aimed to address the data opacity prevalent in venture capital. Their backgrounds at firms like DLA Piper and Wilson Sonsini provided a direct view of the challenges investors faced in extracting actionable insights from dense legal agreements, which became the foundational problem Aumni sought to solve. The firm's core business revolves around a software-as-a-service (SaaS) model, generating revenue through annual subscriptions. Pricing is typically based on factors such as assets under management and the number of portfolio companies being tracked. Aumni serves a diverse client base that includes venture capital firms, family offices, university endowments, and corporate venture arms. The platform's primary function is to ingest, structure, and analyze vast amounts of data from legal and financial documents related to venture investments. By combining artificial intelligence with human expertise for verification, Aumni transforms unstructured deal data into a standardized, analyzable format. The platform delivers a centralized dashboard offering features for portfolio monitoring, reporting, and market benchmarking. Clients can track key investment rights, monitor portfolio performance, and model future financing rounds and exit scenarios. A significant benefit is the simplification of audit preparation and compliance by centralizing documents and providing secure access for auditors. The service allows investors to benchmark their deal terms against anonymized market data, drawing from a substantial database of transactions. This capability helps users negotiate more effectively and align their strategies with broader market trends. A key milestone in Aumni's history was its acquisition by J.P. Morgan, which was announced in March 2023. J.P. Morgan had previously been a strategic investor, leading the company's $50 million Series B funding round in 2021. The acquisition integrated Aumni into J.P. Morgan's growing suite of digital solutions for the private markets, alongside offerings like Capital Connect and Global Shares, with the goal of creating a comprehensive ecosystem for private companies and their investors. Headquartered in Salt Lake City, Utah, Aumni continues to operate and serve its client base as part of the larger financial institution. Keywords: venture capital analytics, private market data, investment portfolio management, deal data analysis, financial analytics software, legal tech, portfolio monitoring, VC data platform, exit waterfall modeling, venture finance, LP reporting, GP reporting, market benchmarking, investment due diligence, cap table analytics, private equity data, startup investment tracking, Aumni, Tony Lewis, Kelsey Chase