# Aumni

> Aumni was a B2B investment analytics company that converted executed private-market agreements into structured legal and financial portfolio data, with AI and human review. Founded in 2018 by Tony Lewis and Kelsey Chase and acquired by J.P. Morgan in 2023, it served venture investors and their service providers. Its services were discontinued on March 31, 2026.

- **Founded:** 2018
- **Headquarters:** Salt Lake City, United States
- **Founders:** Anthony (Tony) Lewis (Co-founder and former CEO), Kelsey Chase (Co-founder and former president)
- **Products:** Investment analytics platform, Enhanced Model Term Sheet, Market Insights, Company KPI Monitoring, Independent valuations partnership
- **Notable:** Analyzed more than 100,000 investment transactions by the August 2021 funding announcement., J.P. Morgan reported more than $600 billion in invested capital evaluated across over 17,000 private companies in March 2023., OCA Ventures reported a 30% reduction in valuation-work time in its first quarter using Aumni, in an Aumni-produced 2022 case study.

## Products & services

- **Investment analytics platform** — Extracted, audited and organized executed agreements into financial and legal portfolio records, dashboards and reports.
- **Enhanced Model Term Sheet** — Free NVCA collaboration embedding anonymized deal-term benchmarks in a familiar financing document; first released in 2020 and expanded in 2021.
- **Market Insights** — Private transaction benchmarks covering valuations, ownership, governance and deal terms.
- **Company KPI Monitoring** — Collected portfolio-company operating metrics and contextualized them alongside transaction data.
- **Independent valuations partnership** — Combined Aumni data with PricingDirect valuation expertise for private equity securities.
- **Aumni Venture Workspace** — Added editable transactions, custom rounds and exits, firm-specific tags and integrated portfolio views.

## Achievements

- Analyzed more than 100,000 investment transactions by the August 2021 funding announcement.
- J.P. Morgan reported more than $600 billion in invested capital evaluated across over 17,000 private companies in March 2023.
- OCA Ventures reported a 30% reduction in valuation-work time in its first quarter using Aumni, in an Aumni-produced 2022 case study.
- NVCA’s enhanced term-sheet project made transaction benchmarks available in a free document.

## Latest updates

- **2026-03** — Aumni’s official LinkedIn company description states its services were discontinued as of March 31, 2026.
- **2026-01** — PostSig’s January 7 announcement described Aumni’s sunset schedule: new-document processing ending January 15 and platform access ending March 31.
- **2025-12** — J.P. Morgan confirmed the global discontinuation decision following a review of products and client offerings.
- **2025-10** — Aumni introduced Venture Workspace on October 13, adding firm-entered transactions and custom deal structures.
- **2025-06** — CUSIP Global Services announced private-company identifier collaboration on June 10.

## Links

- Website: https://www.aumni.fund
- LinkedIn: https://www.linkedin.com/company/aumni
- Twitter/X: https://twitter.com/getaumni

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Profile page: https://yespress.io/aumni
Published by YesPress — https://yespress.io
Last updated: 2026-10-25