Structure, track, and report company KPIs
Automate KPI collection and extraction to complete reporting, portfolio management, and company performance workflows.
EXPLORE RESOURCES
What KPIs do venture firms care about across stages?
Revenue, cash-on-hand, burn rate, and other metrics are well known and commonly requested. But how do these metrics change as companies mature through stages?
Extract data from investor updates: See how in this Tearsheet
Extract KPIs from shared documents with no effort from you or your founders.
What to consider in the quarterly KPI collection process
Striking the right balance between the two approaches is paramount to ensure a positive PortCo experience and excellent KPI data.
Structure data
and documents
A single solution for KPIs and financial documents through a no-lift collection and extraction experience. Select target metrics for your portfolio companies across stage and industry and we do the rest.
Built for the company experience
No login experience for portfolio companies with a streamlined intake form and forwardable links provided by Aumni. Easily send investor updates for extraction to limit portfolio company asks.
Monitor portfolio performance
Visualize projections v. actuals in pre-bulit dashboards, view customizable reports, see company and portfolio level views, access source documents for each data point, and export to where you work.
Better
together
Combine portfolio company KPIs with legal and investment details for a complete view of company performance, investment, and legal data.
Find out why 350+ firms trust Aumni to manage their VC portfolios
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