Aumni Plugin for Excel

With the Aumni Plugin for Excel, you can instantly power your proprietary reports, models, and other spreadsheets with your Aumni data.

Eliminate the need to navigate between Aumni and Excel, reducing tedious data entry, manual error, and time spent on recurring tasks.

With the Aumni Plugin for Excel, you can:

• Supercharge valuation workflows by directly exporting your ownership, economic information, and more to your trusted models.
• Keep existing internal and external reports current with up-to-date data from the latest rounds, sourced from you and your co-investors.
• Build or enhance your existing SOI or Deal Tracker with validated Aumni data.

What's included:

• All Aumni datasets (Portfolio Companies, Equity Financings, Securities Held, Transaction Ledger, and Co-Investors datasets)
• Formula Builder, which lets you populate 300+ individual data points across your portfolio
• A robust capitalization and liquidation preference template
• Excel templates with Plugin formulas included to help you get started

*Requires a subscription to Aumni. Visit https://aumni.fund or contact us at sales@aumni.fund to learn more.