Common uses for Custom Fields

Skip ahead to:

  1. Portco Report: Transparent tracking of ESG investments within your portfolio
  2. Portco Report: Customizing reports for your fund admin requirements
  3. Transaction Ledger Report: Adding more context to your transactions

 

What is Custom Fields?

Custom Fields let you augment your Aumni data with other information you care about within the Portfolio Companies, Transaction Ledger, and Funds Reports.

Now you can eliminate the need to toggle between spreadsheets or merge data across various sources by centralizing all your proprietary information into one digital report for seamless, efficient portfolio data management and investment decision-making. To learn more about how to create and use Custom Fields, watch the tutorial or read the how-to guide. 

In this article, discover some of the key ways Aumni customers use Custom Fields to empower their existing workflows.

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From Portfolio Companies Report:

Transparent tracking of ESG investments within your portfolio

It has become increasingly important for fund managers to diligence investments based on ESG criteria, compliance, and other KPIs for internal reporting to LPs and various stakeholders. Aumni customers use Custom Fields to do just that. 

  • By creating a new Custom Fields column, you can easily track the ESG investments in your portfolio. Start by creating a “Multiple Select” property type and adding “Environmental,” “Social,” and “Governance” as potential values. Now you can easily select these categories for future investments on a recurring basis. 
  • Additionally, you can track ESG ratings for investments as a “Numerical” property field or as a grade with the “Select” property type. Our users also create a new “Text” Custom Fields column and copy-paste specific ESG provisions from their investor side letters to easily manage any ESG expectations.
  • Once all of your ESG information is inputted by portfolio company, easily filter for particular provisions for quick reporting. Create and save reports for all companies with Environmental initiatives or filter for any company supporting minority representation in their leadership team.  

Customizing reports for your fund admin requirements

Every fund administrator has slightly different requirements, making it impossible for fund managers to standardize their reporting workflows at the industry level. Our customers solve this by adding Custom Fields to their Portfolio Companies Reports in Aumni. The result is a bespoke, yet comprehensive investment record augmented with all the essential data for fund admin operations, available to be rerun and refreshed at any point.

  • For example, Aumni users use multiple “Text” Custom Fields to: input documentation on meetings or calls with underlying investments, copy-paste share links to a portfolio company’s annual financial statements, and track any regulatory requirements on a per investment basis. 
  • You can export your Report as a .csv to be shared with your Fund Admin, or you can onboard them to your Aumni account free of charge so they can access and edit Reports directly in the platform. 

Integrating your Aumni data with your CRM or other third-party application

As the private capital market continues to accelerate to new heights, it’s more important than ever to innovate your workflows to stay competitive. But it’s difficult to have visibility across your internal systems, making it even more challenging to analyze your data for actionable insights. Adopting data-driven processes and technology is necessary to outcompete your peers and the market, and you need easy, reliable access to meaningful metrics in your digital ecosystem. With Aumni, you can integrate your portfolio’s validated economic, financial, and legal information with other applications to finally unlock the true value of your data, straight from your CRM or relationship management platform.

  • Our customers create a "Text" or "Number" Custom Field and then copy-paste their investments’ respective CRM unique IDs into the column before Saving and Export custom Reports to a .csv in one click.
  • You can work with your CRM administrator to seamlessly map those data fields to your CRM instance using whatever importing functionality they provide. Now you can access Aumni-audited data straight from your CRM.

To follow the step-by-step guide, read this article to learn more.

From Transaction Ledger Report:

Adding more context to your transactions

Aumni customers input various Custom Fields data points to add the context they need to every transaction for enhanced reporting, audit prep, and portfolio monitoring.

  • Start by adding either a “Text” or “Select” Custom Field to input how a deal was sourced, such as by cold outreach or co-investor introduction.
  • Create a “Percent” field with the as-of date included in the column header to easily monitor performance and calculate alpha at a certain point in time.
  • Or add a “Notes” section as a “Text” property type to include other relevant and time-sensitive investment details, such as marking what a portfolio company’s ARR was at the time of a transaction to account for any changes in growth over time. The result is a comprehensive transaction record, easily referencable for streamlined legal, financial, and investment operations. 

From the Funds Report

Track fund investment metrics across your portfolio 

By recording key fund metrics like MOIC in the Funds Report, institutional investors can easily compare their fund investments against the rest of their Aumni Portfolio in a single view. 

 

  • Begin by selecting 'New Custom Field' from the Report Builder, and choosing 'Multiple' as the property type from the dropdown. Input 'MOIC' into the field name. For ease of use, freeze the Fund Name column by dragging and dropping that column name to the top of the area at the top of the page. 
  • Input values directly, or copy-paste from Excel directly into your new Custom Field column. 
  • By tracking MOIC or similar in Aumni, you can easily compare fund metrics across your portfolio, while maintaining a holistic view of investment gains, performance, and more. 

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