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.
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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
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Aumni, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Tool to track and monitor venture portfolio data.

System for storing and sharing VC legal documents.

Features for modeling scenarios and comparing market data.

Platform to generate custom reports on investments.

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.

  • Total Funding
  • Total Rounds 4
  • Last Round Series B — $50.0M
  • First Round

    (01 Jun 2018)

  • Investors Count 21
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2021 Amount Series B - Aumni Valuation J P Morgan
Oct, 2020 Amount Series A - Aumni Valuation DFIN , DLA Piper
Jan, 2020 Amount Series A - Aumni Valuation SVB
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
US focused early-stage VC firm
Founded Year Domain Location
Venture capital investments are provided to technology-driven startups.
Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Aumni

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Aumni

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Aumni Comparisons

Employees
+
Add Comparison
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Intelligence platform is offered to institutional investors and companies.
domain founded_year HQ Location
Credit card transaction data is analyzed for real-time economic trends.
domain founded_year HQ Location
Financial datasets and insights are supplied to institutional investors.
domain founded_year HQ Location
Research management software is provided for institutional investors.
domain founded_year HQ Location
Venture capital firm focused on AI sectors
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Aumni

Frequently Asked Questions about Aumni

When was Aumni founded?

Aumni was founded in 2018.

Where is Aumni located?

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

Who is the current CEO of Aumni?

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

Is Aumni a funded company?

Aumni is a funded company, having raised a total of $66.7M across 4 funding rounds to date. The company's 1st funding round was a Series A of $10M, raised on Jun 01, 2018.

How many employees does Aumni have?

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

What does Aumni do?

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.

Who are the top competitors of Aumni?

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

What products or services does Aumni offer?

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

Who are Aumni's investors?

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

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