
Aumni, a J.P. Morgan company, is a leading venture capital portfolio management platform that provides data, analytics, and workflow solutions for venture firms, corporate VCs, fund administrators, law firms, and limited partners. The platform extracts and structures private market data from legal deal documents to offer accurate insights on valuations, capitalization, shareholder rights, and portfolio company KPIs. It enables scenario modeling, benchmarking against market data, and streamlined reporting for GPs and LPs. Aumni differentiates itself with highly accurate data, comprehensive portfolio management tools, and strong customer service, serving top venture capital firms globally. The platform supports investment teams, finance, operations, legal teams, and service providers with a unified digital portfolio and advanced analytics to drive data-driven investment decisions and operational efficiency.

Aumni, a J.P. Morgan company, is a leading venture capital portfolio management platform that provides data, analytics, and workflow solutions for venture firms, corporate VCs, fund administrators, law firms, and limited partners. The platform extracts and structures private market data from legal deal documents to offer accurate insights on valuations, capitalization, shareholder rights, and portfolio company KPIs. It enables scenario modeling, benchmarking against market data, and streamlined reporting for GPs and LPs. Aumni differentiates itself with highly accurate data, comprehensive portfolio management tools, and strong customer service, serving top venture capital firms globally. The platform supports investment teams, finance, operations, legal teams, and service providers with a unified digital portfolio and advanced analytics to drive data-driven investment decisions and operational efficiency.
Product: Investment analytics and portfolio management platform for private capital that extracts data from legal deal documents
Acquisition: Acquired by J.P. Morgan (announced March 22, 2023)
Founders: Anthony (Tony) Lewis and Kelsey Chase
HQ: Salt Lake City, Utah
Total funding (pre-acquisition): USD 63,000,000 (four rounds; latest Series B Aug 26, 2021)
Private capital markets data, portfolio management, and investment analytics
2018
Financial software / Investment analytics
10000000.00
Series A announced January 28, 2020
50000000.00
Series B announced August 26, 2021
“A strategic lead investment and subsequent acquisition by J.P. Morgan indicates strategic partnership and integration with a major financial institution”