Using the Aumni Plugin for Excel

Skip ahead:

  1. Overview
  2. Logging in
  3. Understanding data with Formula Builder
  4. Using formulas
  5. Running the Capitalization template
  6. Loading a Dataset
  7. Refreshing data in Aumni Plugin 
  8. Frequently Asked Questions

Aumni Plugin for Excel lets you access your Aumni data directly in Excel so you can create and update templates, reports, models, and formulas with the data you care about—all in real time with no manual data entry required.

In this guide, you’ll discover Aumni Plugin functionality and how the Plugin can support and streamline your everyday workflows.

System requirements:

  • Excel 2019 or later on Mac
  • Excel on Mac (Microsoft 365)
  • Excel on Windows (Microsoft 365)

Overview

Aumni Plugin has three key features that make it easy to create and update your spreadsheets with the Aumni data you care about:

  • Formula Builder: Add any of Aumni’s 300+ data points to a single cell or build custom formulas to derive new values. Create dynamic cell references using an Aumni data identifier and automatically update cells throughout a worksheet.   
  • Datasets: Load any of the 5 Aumni Report datasets (Portfolio Companies, Securities Held, Transaction Ledger, Equity Financings, Co-Investors) into new or existing spreadsheets as a static data pull.
  • Plugin Capitalization Template: Select a company and load a table of the underlying capitalization and liq pref data for that investment. Reference this table when building your waterfall and valuation models.

Additionally, Aumni provides pre-built Excel templates loaded with Plugin formulas to help you get started. 

Logging in 

Once installed, click the Aumni icon in your menu bar.

Log in using your Aumni platform credentials. Click Continue

Screenshot 2024-04-24 at 3.01.42 PM.png

 

Understanding data with Formula Builder

Overview

With Formula Builder, you can insert any of Aumni’s 300+ data points into a single cell. 

Each Aumni datapoint has an underlying formula that includes a Data Item and Identifier in its syntax, which helps to specify the datapoint in question and locate it within the Aumni database. 

Depending on the Data Item selected, different data sources–or Identifierswill populate in a list that you must then select from, like portfolio company name, equity financing name, transaction type, co-investor fund, and more. In this way, Aumni Plugin data works similarly to Aumni Reports. 

Sometimes, multiple identifiers are used to specify a Data Item; you can see the string of Identifiers and Data Items in the Aumni formula syntax. 

The syntax of the Aumni formula is =AUMNI(id, fieldname).

Aumni formulas will automatically refresh the data every time a spreadsheet is reopened. 

Using formulas

To refine your list of available data points in Formula Builder, click the filter dropdown and select a Report-specific dataset. 

Screenshot 2024-04-04 at 12.23.50 PM.png

Select a cell. Then, from the Data Item area, scroll or keyword search for a data point.

Screenshot 2024-04-04 at 12.24.08 PM.png

Once you select a data point, a list of Identifiers will appear in the area below. Different identifiers will appear depending on the data point selected. Note that Aumni database IDs are included in parentheses. Click Insert Formula

Data will automatically populate in the selected cell. You can nest this formula within another Excel function to create custom values. 

Screen Recording 2024-04-24 at 04.30.53 PM.gif

Or, create cell references using the same Identifier to update data for other Data Items, like with the provided Excel templates. 

Screen Recording 2024-04-24 at 03.57.49 PM.gif

Aumni formula data will automatically update every time you close and reopen a workbook.

Running the Capitalization Template

Plugin Templates pre-format your Aumni data to support key workflows. Data in templates is static and must be reloaded to be refreshed. 

The Capitalization template combines your Aumni data from the Capitalization and Liq Pref tabs in your Company Pages into a single table that’s easy to reference. 

Open a new sheet. From Templates, select a Portfolio Company from the dropdown and then Select a Template.

Screenshot 2024-04-04 at 1.36.08 PM.png

Click on Load Data

Your ownership and liquidation preferences will be generated, and organized by equity class. 

Loading a Dataset

Datasets allow you to import an entire Aumni Report dataset as a static pull. From the Dataset dropdown choose from the following: Portfolio Companies, Equity Financings, Securities Held, Transaction Ledger, and Co-Investors.

Load DataOnce populated, you can use spreadsheet functions to reference the data you care about, or load data into a sheet to keep track of your Portfolio information from a single point in time. 

In order to refresh data, you have to re-select the dataset and click Load Data to refresh information. 

Refreshing data in Aumni Plugin

When using Formula Builder, data will refresh each time you log into the Plugin.

Aumni Datasets and the Plugin Capitalization templates are static data pulls. To refresh information,  click Load Data to update your sheet and account for any changes.

Frequently Asked Questions

1. I inserted data from the formula builder and I know the data is different in Aumni. Why is the new value not updated in my Excel workbook?
Your login to Aumni Plugin may not be active or valid. Log out and log back in again with your Aumni user login. You may also need to refresh the workbook by clicking on Reload from the informational (I) menu found in the plugin.

2. Custom functions added from Formula Builder are not working in Excel Web.
Formula builder is not supported for Excel Web. We advise you use Excel Desktop App if you wish to create a report with Aumni formulas.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful