Founder preferred shares nearly doubled in venture deals—from 6% in 2023 to 11% in H1 2025. Why now? Longer exit timelines and more experienced founders are changing the game. Our recent webinar with Fenwick & West explored: - Tax optimization strategies founders are using - How founder preferred shares reshape board dynamics and investor negotiations - Legal considerations that can make or break the structure Read the full recap: https://lnkd.in/d3pqqTkR #VentureBeacon #PrivateMarkets #VentureCapital
About us
Aumni, a J.P. Morgan company, is a leading venture workspace for managing data and portfolios. Venture firms, Corporate VCs, fund admins, and law firms all rely on Aumni to analyze accurate private market data, manage their venture documents, monitor portfolios, report on portfolio company performance, and more. www.aumni.fund/about
- Website
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https://www.aumni.fund/about
External link for Aumni
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- Salt Lake City, Utah
- Type
- Public Company
Locations
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Primary
Get directions
Salt Lake City, Utah 84121, US
Employees at Aumni
Updates
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Audit season doesn’t have to be stressful. Learn how finance and operations teams are streamlining document management, improving collaboration with service providers, and saving hours on audit prep. Read the blog for practical strategies and a step-by-step guide to a painless audit: https://lnkd.in/eZ7X38fW #VentureCapital #Audit #PortfolioManagement
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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
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What do over 80,000 data points from tens of thousands of venture transactions reveal about today’s private markets? Gain perspectives from experts at Aumni and Fenwick & West as they unpack the latest data and trends from the Venture Beacon Report, including insights on founder terms, investor rights, secondary market liquidity, and early-stage deal structures. Key topics include: - The rise of founder preferred stock and its impact on liquidity planning and board dynamics - What’s important for investors in both secondary transactions and primary financings - Emerging structures in secondary transactions as founders seek liquidity ahead of traditional exits - And more… Watch the full webinar on demand: https://lnkd.in/e7dTm5an #VentureBeacon #PrivateMarkets #VentureCapital
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Post-Series A bridge convertibles—SAFEs and notes issued by Series A companies—continue to play an elevated role in today’s #fundraising market. Key insights from our latest analysis include: - Fluctuation in post-Series A convertibles: Their share grew from 8% in Q3 2021 to a new peak of 19% in Q3 2025, remaining well above five-year lows. - Broader market dynamics: Series B deal sizes and #valuations have rebounded from the lows of 2022-2024, but deal frequency remains flat and below pre-pandemic levels. The continued use of bridge convertibles reflects how companies and investors are balancing speed, flexibility, and valuation certainty in a shifting market. Explore the data: https://lnkd.in/eJ9Z6F53 #VentureCapital #DataInsights #VCDeals
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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
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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
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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
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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
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