Aumni

San Francisco, United States Founded: 2018 • Age: 8 yrs Acquired By J P Morgan
Data and analytics solutions for deal documents are provided online.
Annual revenue - Latest available
Total funding $66.7M 4 rounds
Employees 136 Tracked headcount
Investors 21 Known backers
Products 5 Services tracked
Competitors 9 Brand Intelligence

About Aumni

Aumni is a company based in San Francisco (United States) founded in 2018 by Anthony Lewis and Kelsey Chase was acquired by J P Morgan in March 2023. Aumni has raised $66.7 million across 4 funding rounds from investors including Kickstarter, SVB and J P Morgan. The company has 136 employees as of December 31, 2023. Aumni offers products and services including Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring. Aumni operates in a competitive market with competitors including Tegus, Second Measure, Visible Alpha, Bipsync and Portrait Analytics, among others.

  • Headquarter San Francisco, United States
  • Employees 136 as on 31 Dec, 2023
  • Founders Anthony Lewis, Kelsey Chase
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Aumni, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $66.7 M (USD)

    in 4 rounds

  • Latest Funding Round
    $50 M (USD), Series B

    Aug 26, 2021

  • Investors
    Kickstarter

    & 20 more

  • Employee Count
    136

    as on Dec 31, 2023

  • Acquired by
    J P Morgan

    (Mar 22, 2023)

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Products & Services of Aumni

Aumni offers a comprehensive portfolio of products and services, including Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring.

Product name locked
Category locked
Primary

Tool to track and monitor venture portfolio data.

Product name locked
Category locked
Locked

System for storing and sharing VC legal documents.

Product name locked
Category locked
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Features for modeling scenarios and comparing market data.

Product name locked
Category locked
Locked

Platform to generate custom reports on investments.

Product name locked
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Service to collect and track portfolio company KPIs.

People of Aumni

Headcount 50-200
Employee Profiles 44
Employee Profiles
People
Anthony Lewis
Founder / CEO
People
Geo Aguas
Director - Admin Operations
People
Michael Sears
Head, Revenue & Operations
People
Ben Tobin
Head of Sales

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Funding Insights of Aumni

Aumni has successfully raised a total of $66.7M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $50 million completed in August 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Aumni

Aumni has secured backing from 21 investors, including institutional and venture fund investors. Prominent investors backing the company include Kickstarter, SVB and J P Morgan.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
US focused early-stage VC firm
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Venture capital investments are provided to technology-driven startups.
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-
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Investor details for Aumni

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
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Verified entity values are shown only after access is granted.

Investments & Acquisitions by Aumni

Investments
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Investment portfolio details for Aumni

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Aumni

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Detailed financials for Aumni

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  • Profit trends
  • Statement rows
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Aumni Comparisons

Aumni Primary company
Description
Data and analytics solutions for deal documents are provided...
Location
San Francisco, United States
Founded Year
2018
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
136
As of 2023
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Peer comparison for Aumni

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

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Competitors of Aumni

Aumni operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tegus, Second Measure, Visible Alpha, Bipsync and Portrait Analytics, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Intelligence platform is offered to institutional investors and companies.
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Credit card transaction data is analyzed for real-time economic trends.
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Financial datasets and insights are supplied to institutional investors.
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Research management software is provided for institutional investors.
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Venture capital firm focused on AI sectors
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Detailed competitors of Aumni

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Latest news on Aumni

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Complete news archive for Aumni

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Aumni

Aumni was founded in 2018.

Aumni is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Anthony Lewis is the current CEO of Aumni. They have also founded this company.

Aumni is a funded company, having raised a total of $66.7M across 4 funding rounds to date.

As of Dec 31, 2023, the latest employee count at Aumni is 136.

Aumni was founded in 2018 in San Francisco, United States, as an online platform focused on data and analytics for the investment sector. Deal document data is audited, analyzed, and visualized through its tools, supporting risk identification and fund reporting. Services include reporting and analytics for deal metrics, investment auditing, and due diligence, primarily serving private equity and venture capital firms.

Aumni's top competitors include Second Measure, Tegus and Bipsync.

Aumni offers Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring.

Aumni has 21 investors. Key investors include Kickstarter, SVB, J P Morgan, Prelude Therapeutics, and Citadel Securities.

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