# Aumni

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/aumni

- Industry: Software
- Headquarters: Cottonwood Heights, US
- Website: www.aumni.fund
- Total disclosed funding: $73M
- Latest round: Series B (Aug 26, 2021)
- Investors on record: 20

## About

Aumni Inc. is a US-based company specializing in investment portfolio software that helps venture capital investors manage their investments through data-driven insights and reporting tools.Founded in 2018 in Cottonwood Heights, US, Aumni Inc. provides software solutions for venture capital investors to enhance their portfolio management. The company has completed a total of 8 deals, with the most recent being a SECONDARY BUYOUT on March 22, 2023, where JP Morgan Asset Management acquired Aumni for USD 232.00 mn. The firm was co-founded by Kelsey Chase and Tony Lewis, with Tony Lewis currently serving as CEO.Aumni's core product offerings revolve around a comprehensive investment portfolio software designed for venture capital investors. The platform integrates private market data sourced directly from legal deal documents, allowing users to monitor critical aspects such as capitalization, valuations, shareholder rights, and performance metrics over time. By providing standardized and customizable reporting capabilities, Aumni enables general partners (GPs) and limited partners (LPs) to generate actionable reports, streamlining data-driven decision-making processes. The platform serves financial institutions, venture capital firms, and private equity investors, facilitating their ability to benchmark investment terms against a vast database of 600,000 transactions, operating globally across North America, Europe, and Asia.Aumni generates revenue through subscription-based models tailored for its institutional client base, including venture capital firms, fund administrators, and legal teams. The firm structures its transactions primarily as B2B partnerships, providing access to its platform for a fixed periodic fee associated with the use of Aumni's flagship software, which encompasses features such as scenario modeling, KPI monitoring, and detailed reporting capabilities. Clients subscribe to packages that cater to their specific needs, ensuring access to comprehensive market insights and performance benchmarks, which helps maintain strong customer relationships while delivering consistent value through innovative solutions.Following the latest deal on March 22, 2023, Aumni plans to utilize the funding from JP Morgan Asset Management to develop new features and enhance its platform. The company is targeting expansion into additional geographical markets, specifically aiming at increasing its presence in Europe and Asia by the end of 2024. This strategic growth initiative aligns with Aumni's commitment to providing advanced portfolio management solutions to a broader client base.

## Funding rounds

- Series B, Aug 26, 2021, $60M — Invesco, SVB Capital, Pelion Venture Partners, JP Morgan Asset Management, Vanderbilt University, Kickstart, Prelude Capital, Citadel LLC, DLA Piper, Next Frontier Capital, WndrCo, Kera Capital Partners, First Trust Capital Management
- Series A, Oct 15, 2020, $3M — DLA Piper, Orrick, Donnelley Financial LLC
- Series A, Jan 28, 2020, $10M — SVB Capital, Kickstart, Moneta Ventures, Service Provider Capital, Next Frontier Capital, Blackhorn Ventures, Quiet Ventures, Prelude Capital
- Series A, Dec 20, 2019 — SVB Capital, Kickstart, Moneta Ventures, Service Provider Capital, Next Frontier Capital, Blackhorn Ventures, Quiet Capital, Prelude Capital
- Seed, Mar 20, 2019 — SVB Capital, Moneta Ventures, Next Frontier Capital, Quiet Capital
- Seed, Nov 19, 2018 — SVB Capital, Moneta Ventures, Next Frontier Capital, Quiet Capital

## Investors

- SVB Capital (https://capitalatlas.ai/funds/svb-capital) — Seed, Series A, Series B
- Moneta Ventures (https://capitalatlas.ai/funds/moneta-ventures) — Seed, Series A
- Next Frontier Capital (https://capitalatlas.ai/funds/next-frontier-capital) — Seed, Series A, Series B
- Quiet Capital (https://capitalatlas.ai/funds/quiet-capital) — Seed, Series A
- Kickstart (https://capitalatlas.ai/funds/kickstart) — Series A, Series B
- Service Provider Capital (https://capitalatlas.ai/funds/service-provider-capital) — Series A
- Blackhorn Ventures (https://capitalatlas.ai/funds/blackhorn-ventures) — Series A
- Prelude Capital — Series A, Series B
- Quiet Ventures (https://capitalatlas.ai/funds/quiet-ventures) — Series A
- DLA Piper — Series A, Series B
- Orrick (https://capitalatlas.ai/funds/orrick) — Series A
- Donnelley Financial LLC — Series A
- Invesco (https://capitalatlas.ai/funds/invesco) — Series B
- Pelion Venture Partners (https://capitalatlas.ai/funds/pelion-venture-partners) — Series B
- JP Morgan Asset Management (https://capitalatlas.ai/funds/jp-morgan-asset-management) — Series B
- Vanderbilt University — Series B
- Citadel LLC — Series B
- WndrCo (https://capitalatlas.ai/funds/wndrco) — Series B
- Kera Capital Partners — Series B
- First Trust Capital Management — Series B