at Financial Technnology Year
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Aumni Analytics from Aumni
Investment data analysis, term benchmarking, portfolio company valuation tracking, deal term extraction, compliance monitoring, investment committee reporting, and scenario modeling. Uses AI to analyze legal documents and extract valuation-relevant data.
Product analysis by function
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
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Valuation Methodologies Support
(9 Yes /9 Known /13 Possible features)
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DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Aumni supports tracking and modeling of discounted cash flows even with limited historical data, as implied by use cases on scenario modeling and portfolio company valuation tracking. | |
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Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Term benchmarking and peer analytics in Aumni imply comparable company analysis capabilities. | |
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Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
Deal term extraction, precedent transaction analytics, and historical legal document analysis suggest support for precedent transactions analysis. | |
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Venture Capital Method Supports the VCM commonly used in VC investment committees. |
No information available | |
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Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
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Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
Aumni enables compliance and risk monitoring per deal, indicating some use of risk factor summation for adjustment. | |
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First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
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Custom Model Builder Allows users to create or adapt bespoke valuation models. |
No information available | |
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Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
The platform supports scenario modeling and outcome comparison, implying simultaneous computation and review of multiple valuations. | |
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Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Explicit scenario modeling support for bullish, base, and bearish cases. | |
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Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
Valuation and IC reporting in regulated environments suggests that key assumptions and rationales are tracked for audit. | |
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Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
Aumni connects to legal and market data sources for dynamic analytics. | |
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Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Investment committee reporting implies export options to PDF or Excel formats. |
Usability & Collaboration
(3 Yes /3 Known /10 Possible features)
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User Role Management Granular permissions for different user types (analysts, partners, observers). |
Supports multi-level user access (deal teams/partners/analysts). | |
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Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
. | No information available |
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In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
The platform enables in-app commentary and annotation on deals (notes on data entries/assumptions). | |
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Version Control Tracks changes to models and inputs for transparency and rollback. |
. | No information available |
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Document Upload & Storage Enables sharing of supporting documents within the platform. |
. | No information available |
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Audit Trail Tracks who did what and when inside the platform. |
Compliance and audit trail necessary for PE/VC workflow tools, and referenced in platform documentation. | |
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Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
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Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
. | No information available |
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Dashboard Customization Users can modify data displays according to their preferences. |
. | No information available |
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Notification System Automated alerts for major edits, comments, or required actions. |
No information available |
Data Security & Compliance
(2 Yes /2 Known /10 Possible features)
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End-to-end Encryption Data is encrypted at rest and in transit. |
No information available | |
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Multi-factor Authentication Enhances access control through additional login security. |
No information available | |
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Single Sign-On (SSO) Supports SSO across multiple internal systems. |
. | No information available |
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SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
. | No information available |
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Permissioned Data Access Controls and audits on who can access specific sensitive data. |
Granular access control for deal and data objects described in compliance features. | |
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Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
. | No information available |
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GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
Aumni is used by EU and global funds and advertises data privacy compliance. | |
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Regular Security Audits Routine reviews and penetration tests for data security. |
. | No information available |
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Data Backup Frequency How often automated backups are taken to safeguard data. |
. | No information available |
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Data Retention Periods Configurable retention windows for sensitive documents and records. |
. | No information available |
Integration Capabilities
(2 Yes /2 Known /10 Possible features)
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API Availability Open APIs for programmatic access to platform data and functions. |
API available for portfolio and deal data programmatic access (integration with other systems possible). | |
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CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
CRM integration, including Salesforce, is advertised in product collateral. | |
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Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
No information available | |
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Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
No information available | |
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Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
. | No information available |
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BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
. | No information available |
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SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
. | No information available |
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Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
. | No information available |
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Email Integration Can sync analyses and comments with email workflows. |
. | No information available |
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Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
. | No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Custom Report Builder Users can build and save personalized reports. |
Aumni enables custom reporting and dashboard creation for analytics and IC reporting. | |
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Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Core dashboard feature is a summary of portfolio and deal valuation metrics. | |
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Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer/term benchmarking and analytics are part of the Aumni solution. | |
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Time Series Tracking Track how key valuation inputs and outputs change over time. |
Tracks valuation changes over time for a company or portfolio. | |
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Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Graphical benchmarking and visual dashboards demonstrated in product screenshots. | |
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Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Export of analytic outputs to PDF, Excel, and PowerPoint is supported. | |
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Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
. | No information available |
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Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Custom KPI tracking is supported (users can set tracking for various deal terms/outcomes). | |
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Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics are a key value proposition for institutional VC funds. | |
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Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
. | No information available |
Data Input & Management
(4 Yes /4 Known /10 Possible features)
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Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Aumni supports importing portfolio data sets from Excel/CSV formats. | |
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Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
. | No information available |
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Template Library Reusable templates for common model types and investment scenarios. |
. | No information available |
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Dynamic Input Forms Easily adapts input fields for the data needed. |
. | No information available |
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Data History & Audit Tracks all changes to data records for transparency. |
. | No information available |
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Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
. | No information available |
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Data Import Speed Speed at which external data can be fully processed. |
. | No information available |
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Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Handles numeric, date, text, and document data types per deal. | |
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Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
AI-powered commentary and user-added notes on extracted term-sheet values suggest per-field annotation. | |
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Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
The compliance case tracking and audit trail suggest logging of data issues and their resolution. |
Performance & Scalability
(1 Yes /1 Known /10 Possible features)
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Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
. | No information available |
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Model Calculation Speed Time required to process typical valuation models. |
. | No information available |
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Scalable Storage Capacity Total available storage that can be scaled with needs. |
. | No information available |
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99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
SLA-backed 99.9% uptime is declared for enterprise clients. | |
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Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
. | No information available |
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Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
. | No information available |
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Auto-scaling Infrastructure System auto-scales compute resources with demand. |
. | No information available |
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Mobile Device Compatibility Optimized for use on tablets and smartphones. |
. | No information available |
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Custom Performance Reporting Tracks and reports key system performance metrics. |
. | No information available |
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API Rate Limits Defines how many API requests can be processed within a specific period. |
. | No information available |
User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)
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Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Focus on user-friendly design as a selling point; screenshots and testimonials highlight UI/UX. | |
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Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Dashboard panels and reporting modules can be arranged by users per preference. | |
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Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
. | No information available |
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Multi-language Support User interface available in multiple languages. |
. | No information available |
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Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
. | No information available |
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Advanced Search Functionality Fast, granular search/filter across all platform content. |
Advanced search and filtering across legal documents, deals, and analytics are demonstrated. | |
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Helpdesk and Support Chat Instant access to customer support from within the platform. |
In-app chat support is available for customers. | |
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User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
Platform provides a feedback form for user suggestions and bug reporting. | |
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Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
. | No information available |
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Documentation Portal Comprehensive product knowledge base accessible 24/7. |
. | No information available |
Customization & Flexibility
(5 Yes /5 Known /10 Possible features)
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Custom Field Creation Create and add new fields specific to firm preferences. |
Custom field creation in reporting and data import modules. | |
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Workflow Automation Automate approval, follow-up, or data-collection tasks. |
Workflow engine supports custom task assignment and approval paths. | |
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Custom Branding Add firm’s logo, color palette, and terminology. |
Enterprise edition supports client branding. | |
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Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
Approval workflow customization is supported at the fund/family level. | |
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Custom Model Templates Develop and deploy in-house model templates. |
. | No information available |
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Custom Alerts/Notifications Set up triggers based on defined data or process events. |
. | No information available |
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Scripting or Macro Support Enable user-generated automation or calculation scripts. |
. | No information available |
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Field-level Permissions Control viewing and editing rights for specific data fields. |
. | No information available |
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Plug-in/Extension Marketplace Easily add extra features from a curated library. |
. | No information available |
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Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Flexible configuration of stage definitions in the deal pipeline. |
Support & Training
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
24/7 support commitment for institutional clients. | |
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Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
Enterprise and onboarding clients have dedicated account managers. | |
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On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
. | No information available |
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Product Updates & Release Notes Timely communication about product changes and improvements. |
. | No information available |
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Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Publicly available help center and documentation. | |
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Community Forum Peer-to-peer Q&A and sharing of best practices. |
. | No information available |
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In-app Guided Assistance Step-by-step instructions available directly within the platform. |
. | No information available |
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Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
. | No information available |
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Regular Webinars Scheduled sessions on advanced and new product features. |
. | No information available |
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Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
. | No information available |
Cost & Commercial Terms
(3 Yes /3 Known /10 Possible features)
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Transparent Pricing Clear, up-front pricing with no hidden fees. |
Transparent pricing structure referenced on the main website. | |
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Free Trial Availability Allows prospective customers to test capabilities before committing. |
Free trial or pilot programs offered to prospective customers. | |
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Per-user Pricing Options Flexibility to pay per user as team size changes. |
Per-user pricing plans are mentioned in their pricing FAQ. | |
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Volume Discounting Tiered pricing based on user count or data storage. |
. | No information available |
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Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
. | No information available |
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Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
. | No information available |
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Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
. | No information available |
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Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
. | No information available |
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Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
. | No information available |
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Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
. | No information available |
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