Full migration in 7 days • Price match guarantee • Best-in-class portfolio management • Full migration in 7 days • Price match guarantee • Best-in-class portfolio management • Full migration in 7 days • Price match guarantee • Best-in-class portfolio management •
Seamless transition for Aumni Customers
Seamless transition for Aumni Customers
We've got you covered.
We've got you covered.
Migration
Priority Migration
Priority Migration
Fully-managed migration before 15th Jan. We understand your urgency and we're working the holidays.
Fully-managed migration before 15th Jan. We understand your urgency and we're working the holidays.
Offering
Best-in-class Portfolio Monitoring
Best-in-class Portfolio Monitoring
PortfolioIQ will be a great fit if your needs revolve around data collection, document extraction and KPI tracking.
PortfolioIQ will be a great fit if your needs revolve around data collection, document extraction and KPI tracking.
We're not a great fit if legal docs and valuation services are key requirements.
We're not a great fit if legal docs and valuation services are key requirements.
Portfolio Management
Portfolio Management
Investment Tracking
At par
+ Full portfolio tracking
+ Ownership, NAVs by Fund & Company
+ Valuation history, investment notes
Investment Tracking
Data collection
Best in class
+ Customizable requests
+ Auto-reminders
+ Centralized tracking
Data collection
Document management
Best in class
+ Single click upload or forward
+ Every document mapped to company / fund
+ Every document mapped to a fund FY
Document management
Document extraction
Best in class
+ 100% accuracy
+ Metric standardization
+ Human-in-the-loop
+ Qualitative insights
Document extraction
KPI monitoring & analysis
Best in class
+ Customizable dashboards
+ Time shifts and advanced analytics
KPI monitoring & analysis
Reporting
Best in class
+ Customizable reports on demand
+ Add qualitative commentary to reports
Reporting
Transaction Management
Transaction Management
Legal document extraction
Not available
Legal document extraction
Equity modelling
Not available
Equity modelling
Valuation
Valuation
ASC 820 valuation services
Not available
ASC 820 valuation services
Market benchmarking
Not available
Market benchmarking
At par
Available
Not Available
Pricing
Guaranteed Price Match
Guaranteed
Price Match
We guarantee a price match to your Aumni contract. In most cases, we'll be able to lower your total cost.
We guarantee a price match to your Aumni contract. In most cases, we'll be able to lower your total cost.
Battle-tested by the Best
8B+ AUM multi-strategy fund
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
Battle-tested by the Best