Streamline your audit season
Transform audit challenges into opportunities for efficiency and compliance.
Audit season can be stressful for venture capital firms—missing documents, unclear ownership structures, and time-consuming auditor requests slow down the process.
Aumni’s platform structures and organizes venture financing and fund documents, updates capitalization details for clear visibility into ownership structures, and grants auditors access to streamline the audit process.
Document management for VC firms
Efficiently store, share, and manage all your VC documents with scalable infrastructure to reconcile, organize, and access investment documents.
Identify and recognize document gaps
Spot document inconsistencies, gaps, and non-compliant formatting before data extraction, and proactively shore up record-keeping with automated file collection.
View documents in investment context
View deal docs and record by portfolio company, referencing source language through hyperlinked data points and shared co-investor closing sets.
Effortless document sharing and management
Drag and drop portfolio files for review, then bulk download organized deal documents in a single zip folder for easy sharing.
Audit resources
Explore ways to simplify your audit process, strengthen reporting, and optimize workflows.
Navigating the annual audit with ease
Proactive communication, technology adoption, and early planning can simplify audits for venture firms. Industry experts share strategies for meeting compliance requirements and tackling valuation challenges with confidence.
Audit preparation checklist
Streamline year-end audits with organized documentation, clear valuation policies, and robust portfolio data. Learn best practices for investment schedules, KPI tracking, and auditor collaboration for a seamless audit.
Data-driven audit preparation
Audit season is an opportunity to evaluate practices and improve reporting. Data-driven audits have evolved into a strategic function, with technology and structured processes playing a pivotal role.
5 steps to a painless audit
Efficient audit preparation relies on organized document controls and streamlined workflows. Tools for document review, bulk downloads, collaboration, and supplemental reporting can simplify audits for finance teams.
CASE STUDY
Aumni + Floodgate
About the firm
Floodgate is a venture capital firm focusing on early-stage (pre-seed and seed) technology company investing.
Investment focus: B2B, B2C, financial technology, healthcare, SaaS, and technology sectors.
AUM: $600M
Year founded: 2006
Firm size
Established
Region
North America
Roles
Investment team, Operations team
Floodgate needed to upgrade document controls and audit processes while integrating seamlessly with existing workflows. Implementing Aumni brought efficiencies in data and document management, ensuring audit readiness.
