Getting started with your Portfolio

Skip ahead to:

  1. Filtering by fund
  2. Viewing your Portfolio
  3. Using Search Portfolio
  4. Understanding an Investment Summary: For direct investments

  5. Understanding an Investment Summary: For fund positions

  6. Filtering by Audit Log Status 

  7. Go to an Investment Page

 

Once your organization has completed summarization, you’ll see your investment data populate in your Aumni Portfolio. Your Portfolio is a comprehensive catalog of all of your investment data—organized respectively by the portfolio company or fund —so it’s quick and simple to source the information you need when you need it.

After you log in, you’ll automatically land in the Portfolio list view. You can then filter, search, and toggle between different views to instantly refine your Portfolio however you wish. No more pushing paper, scouring your email or Excel, or pinging your colleagues for the data you need—with Aumni, it’s now at your fingertips.

Filtering by fund

Filtering by fund enables you to sort your digital portfolio by an investment vehicle to narrow your focus in Aumni.  

Click the dropdown on the top left of your side navigation panel and select the investment entities of interest. Your portfolio list view, tile view, and search results will automatically update based on your selection.

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Viewing your Portfolio

After logging in, you’ll automatically see your Portfolio in the list view, which allows you to scroll through a list of investments and pull up their respective summaries.

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Toggle between this view and tile view from the top right of your screen to see your investments organized by logo.

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Once you click a logo, you can pull up the investment summary. This view is particularly helpful for internal presentations.

If you hold direct investments and fund positions, you can toggle between the 'Portfolio Companies', 'Funds, and 'All' tabs to customize your view. 

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Using Search Portfolio  

Search Portfolio allows you to keyword search for an investment across a single vehicle or your entire portfolio within Aumni. Available from the landing page, Aumni’s search functionality makes it easy to locate a specific portfolio company and its respective Summary without combing through worksheets, cloud storage, or your inbox in order to find the high-level insight you need. 

To use Search Portfolio, click on the bar at the top of the page and start typing a portfolio company or fund name.

Note: Your search is narrowed based on which of the funds you’ve selected from the dropdown.

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Understanding an Investment Summary 

For direct investments

Use Search Portfolio or simply scroll down your alphabetized Investment List to find and select an investment, and quickly access high-level information via the Summary page, like:

  1. Outstanding Audit Log Items, which allows you click ‘Show Details’ to get more context on which documents have passed or are pending Audit. 
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  2. High-level economics including round details, entry transaction specifics, and valuation estimates. 
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  3. Board members, including the lead investor, the controlling fund, and the seats you control.
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  4. Company details, such as industry, founded year, and state of notice.

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For fund positions

A fund's Investment Summary features high-level information about the commitment, including:

  • Management company
  • Fund sector, as known as asset class
  • Ticket size

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Filtering by Audit Log Status 

You can monitor your outstanding Audit Log Items directly from your Portfolio, and filter your Portfolio by Audit Status to scope down to specific investments.

By clicking the dropdown and selecting ‘In Progress,’ you can discover which investments are still in the Audit process so you can expertly triage your Audit Log Action Items or easily account for any missing data. 

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Go to an Investment Page

To learn more about each investment, click ‘Company Page’ or 'Fund Page' to access granular data subpages organized respectively by deal terms and LPA terms. Check out our guide to learn more about the venture data coverage.   

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