Aumni

When is it enough to rely on your latest post-money #valuation (PMV)—and when should you consider markups, exit waterfalls, or a full valuation? Understanding the pros, cons, and key considerations for each approach can support informed portfolio decisions. Read the full blog for practical guidance: https://lnkd.in/ey7___e7 #VentureCapital #Valuations #PortfolioManagement

Annual audits don’t have to be daunting. Industry experts have shared practical strategies to streamline the process: - Prioritize proactive communication to prevent roadblocks and align expectations early.  - Leverage self-service platforms to give auditors direct access to #data and reduce back-and-forth.  - Address #valuation challenges upfront by identifying risk areas and preparing for in-depth analysis.  - Stay ahead of regulatory changes as #compliance requirements evolve for RIAs and SEC oversight increases. Discover more expert insights and actionable tips for a smoother audit season. Read the blog: https://lnkd.in/esC5yui3 #VentureCapital #PrivateEquity #Audit

Qualified small business stock (QSBS) offers major #tax benefits, but common mistakes can jeopardize eligibility for venture-backed companies. Top pitfalls to avoid: - Tracking the wrong numbers: #Valuation isn’t what matters for QSBS qualification. - Poor record-keeping: Missing or inaccurate documents can undermine claims. - Assuming QSBS applies: Certain business models and transactions may disqualify investments. Read the detailed list and learn how to protect QSBS status: https://lnkd.in/e73Q_ky3 #VentureCapital #QSBS #FundManagement

Aumni is proud to be a gold sponsor of the 2025 National Venture Capital Association Strategic Operations & Policy Summit, November 4-5 in Washington, D.C. This 1.5 day event brings together senior operations professionals in #venture capital for best practices, technical sessions, professional development, and timely policy discussions. Connect with peers, deepen your expertise, and earn CPE credit hours. Secure your spot today: https://lnkd.in/eBZGG-yA Learn how Aumni supports VC operations: https://lnkd.in/gk5DeV5e #NVCA #SOPs #VC #VentureCapital

409A and ASC 820 are both essential valuation standards for VC-backed companies—but they serve different purposes. 409A valuations help ensure tax #compliance and set a baseline for employee equity, while ASC 820 focuses on fair value measurement for financial #reporting and investor transparency. Understanding the differences is key for accurate reporting and strategic decision-making. Read the blog: https://lnkd.in/eSWq3nrd #VentureCapital #Valuations #PrivateMarkets

🚀 Venture Workspace is live! This launch marks a major step forward in how firms can manage and interact with their portfolio data. We’ve introduced a suite of new updates designed to make workflows faster, more flexible, and more customizable—built with input from our customers. Interested in a walkthrough? Explore Aumni Venture Workspace today: https://lnkd.in/eh4fwJhc #VentureCapital #PortfolioManagement #VentureWorkspace

In this month's newsletter, explore new KPI features, audit preparation resources, and guidance on valuation standards. 

Year-end audit season is approaching—are you ready? Aumni’s Audit Preparation Checklist helps finance and reporting teams stay organized, streamline document collection, and maintain compliance throughout the audit process. It uncovers:  - How to efficiently collect and organize investment documents - Steps for accurate cap table and ownership updates - Best practices for gathering KPIs and financial statements - Guidance on reviewing #valuation policies and generating in-house or independent valuations Stay proactive and make audit season seamless. Download the checklist: https://lnkd.in/eAKuZKdK #VentureCapital #Audit #FundManagement J.P. Morgan

The ability to capture data in real-time and make immediate adjustments to performance metrics is crucial for accurate tracking and informed decision-making. Explore how our latest feature release helps investors have more control and flexibility over their #KPIs: https://lnkd.in/eenAyVyj Learn more about our KPI solutions: https://lnkd.in/e6E-9cvU J.P. Morgan #VentureKPIs #VC #PortfolioMonitoring

Navigating the venture landscape means keeping pace with rapid change and understanding what the latest #data reveals. Join us for a webinar, presented in partnership with Venture5, as we break down Aumni’s Q2 2025 Venture Beacon Report—powered by insights from 80,000+ deal data points. You’ll learn: - Why Seed rounds are becoming the new Series A—and how this shift impacts fundraising timelines and strategy - What’s really happening with #AI funding trends and where new opportunities are emerging - What’s driving the secondary market revival and how sophisticated founders are planning for liquidity earlier than ever 🗓️Wednesday, September 17 ⏰12:00 PM - 1:00 PM EST Register now: https://luma.com/59vw19pj #VentureBeacon #VentureCapital #PrivateMarkets