Aumni
Acquired12 known investors
Aumni is an investment analytics platform for venture capital investors, acquired by J.P. Morgan Chase in March 2023.
Also known as Aumni, Inc.
Founders & leadership
Investors · 12
Also in the syndicate · 2
Company profile
researched Aug 2026Aumni is an investment analytics company serving private capital markets. Its cloud-based platform extracts, audits and tracks investment data points directly from executed definitive investment agreements, converting deal terms buried in legal documents into structured datasets that describe investors' economic positions and legal rights. The platform provides portfolio monitoring, venture document management, and market analytics and reporting on portfolio company performance for venture firms and other private market investors.
Founded in 2018 and headquartered in Salt Lake City, Utah, Aumni raised seed and Series A financing before being acquired by J.P. Morgan Chase in March 2023. Under J.P. Morgan, Aumni operated globally with teams in the United States, United Kingdom, India and the Philippines. In December 2025, following an internal review of the bank's product portfolio, J.P. Morgan announced that Aumni's services would be discontinued worldwide.
Founding story
The company was started in 2018 by Anthony Lewis and Kelsey Chase, attorneys whose experience at firms including Latham & Watkins, Wilson Sonsini and DLA Piper exposed them to the difficulty of accessing investment data locked inside complex legal agreements. They set out to structure and standardize that transaction data so investors could see their economic positions and legal rights without manual review of documents.
Business model
Software-as-a-Service platform sold to venture capital firms and private market investors, providing automated investment data extraction, portfolio monitoring and analytics. Following the 2023 acquisition it operated as an analytics offering within J.P. Morgan Chase.
Latest developments
In December 2025, J.P. Morgan announced the global discontinuation of Aumni's services following a review of its product portfolio, affecting staff in the US, UK, India and the Philippines; approximately 250 Philippine roles, about 1% of the bank's local workforce, were impacted, with the bank saying it was coordinating with affected employees on redeployment while continuing to invest in relationships with venture capital firms and portfolio companies.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Positioned as an automated investment analytics provider for the venture community; alternative platforms cited include Carta, PitchBook, Nasdaq Private Market and Addepar.
Rather than relying on investor-reported or manually entered figures, the platform sources data directly from executed financing agreements, aiming to produce a complete and error-free record of portfolio terms.
Technology
A proprietary data analytics engine, described as using robotic process automation and data analytics, that extracts, audits and tracks thousands of investment data points from definitive investment agreements and normalizes them into a structured dataset covering the legal and economic terms of growth-stage private market transactions.
Go-to-market
Venture capital firms and other private market investors managing portfolios of private company investments.
Geography
Headquartered in Salt Lake City, Utah, with operations under J.P. Morgan spanning the United States, United Kingdom, India and the Philippines.
History
Aumni was founded in 2018 by Anthony Lewis and Kelsey Chase. It raised a seed round in 2018 with participation from Next Frontier Capital and Quiet Ventures, followed by a $10 million Series A in January 2020 led by SVB Financial Group with participation from Moneta Ventures, Next Frontier Capital, Quiet Ventures, Kickstart Seed Fund, Blackhorn Ventures, Prelude and Service Provider Capital, which funded expansion of the core product. J.P. Morgan Chase acquired the company in March 2023. In December 2025, J.P. Morgan said it would discontinue Aumni's services globally, affecting operations in the United States, United Kingdom, India and the Philippines, including roughly 250 roles in the Philippines.
Compiled by commissioned research from 6 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 4
launches, deals, and filingsJ.P. Morgan announced it would discontinue Aumni's services globally, covering operations in the United States, United Kingdom, India and the Philippines, following an internal review of its product portfolio. About 250 roles in the Philippines, roughly 1% of the bank's local workforce, were affected, with the bank exploring internal redeployment.
J.P. Morgan Chase acquired Aumni to strengthen its investment analytics capabilities for the venture capital segment.
Series A round used to expand adoption of the core product offering, with participation from existing and new investors.
$10M source ↗
Seed financing raised in 2018 with participation from Next Frontier Capital and Quiet Ventures.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 6
primary sources listed
- What is Brief History of Aumni Company? – businessmodelcanvastemplate.combusinessmodelcanvastemplate.com · web
6 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Aumni do?
- Aumni is an investment analytics platform for venture capital investors, acquired by J.P. Morgan Chase in March 2023.
- Who founded Aumni?
- Aumni was founded by Kelsey C..
- Who are Aumni's investors?
- Aumni's investors include Blackhorn Ventures, First Trust Capital Partners, Kickstart, LegalTech, Manhattan Venture Partners, Moneta Ventures, Next Frontier Capital, Sapphire Partners and 2 more.