Portfolio Monitoring Company Aumni Shuts Down — Best Aumni Replacement Tools for 2026

The End of an Era: J.P. Morgan Shuts Down Aumni

It’s official: J.P. Morgan is discontinuing Aumni’s services globally. After being acquired by the banking giant in March 2023, Aumni, the platform that promised to turn Stock Purchase Agreements, and closing doc PDFs into actionable data, is winding down. J.P. Morgan announced the move last month, with operations in the US, UK, India, and the Philippines set to cease in Q1 2026.

This is a pretty quick turnaround, leaving a significant gap in the tech stack for venture capital firms that relied on Aumni for tracking their portfolio. Aumni occupied a unique niche in the portfolio monitoring space. While most portfolio monitoring tools focus on collecting company performance KPIs and financial statements, Aumni specialized in parsing of deal documents and deal terms. They were the only provider tracking the "nitty-gritty" legal terms—like liquidation preferences, drag-along rights, and voting thresholds—that your first-year analyst always messed up.

With Aumni disappearing, many CFOs are left asking: What are the best Aumni alternatives we should use now?

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Aumni Doesn't have a like-for-like Replacement, but Portfolio Monitoring is Closest.

Most portfolio monitoring products focus on company performance data (ARR, Revenue, Burn, Runway) while Aumni focused on legal terms.

Aumni achieved this through a massive, specialized operation in the Philippines where teams manually parsed thousands of pages of deal docs. There is currently no other platform that has perfectly replicated legal term extraction at scale like Aumni did.

While full-service fund admins like Carta or AngelList can take over some of this, let’s be real: for large-scale, institutional venture firms, moving your entire fund admin function just to get deal-term tracking isn't a realistic option.

The best strategy today is to lean into modern portfolio monitoring solutions. Precise deal terms are nice to track, certainly, but company performance, valuations, fund performance, and cost-basis tracking are much more important data points for firms to structure. You can always refer to the Stock Purchase Agreement if you really want to know if you have drag-along rights.

I would also bet that these portfolio monitoring solutions offer deal terms in the near future.

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Best Aumni Alternatives: Top Replacement Tools for 2026

1. Standard Metrics

Best for: Established venture capital firms monitoring their portfolio.

• Tool Overview: Standard Metrics is the clear market leader for firms looking for a "system of record." They excel at automating the collection of KPIs and financial statements directly from portfolio companies. Their platform layers in benchmarking and AI-driven analysis to turn raw data into institutional-grade reporting.
• The Parsing Gap: Standard Metrics managed service for document parsing is currently the most sophisticated alternative. While historically focused on financials, their AI document extraction has made massive strides in the last year with a majority of documents being parsed by human in the loop AI now. While deal docs aren't currently parsed by Standard Metrics, they're adding cap table parsing soon with deal docs expected to follow. If you need a proactive partner to replace Aumni's "managed service" feel, this is it.

2. Tactyc (by Carta)

Best for: Finance teams who want to model out their funds.

• Tool Overview: Tactyc is a powerhouse for fund construction and forecasting. It is built to help GPs understand how current deal terms affect future fund outcomes. It handles complex waterfalls, reserve planning, and probabilistic exit scenarios with ease.
• The Parsing Gap: Unlike Aumni, Tactyc won’t parse the documents for you automatically. You’ll need to input the deal terms yourself or sync them from Carta’s cap table data. However, once that data is in, the modeling capabilities far exceed what Aumni ever offered.

3. Chronograph

Best for: PE firms with internal analyst teams who prefer to own the data entry.

• Tool Overview: Chronograph is a heavy-hitter in the private equity and late-stage world. They are excellent at storing investment data and providing a centralized "warehouse" for your fund's information.
• The Parsing Gap: Do not expect them to review your deal docs. Chronograph's parsing is almost entirely based on mapping data in constant formats. They are a better fit if you have a team of analysts you'd rather have parse the data internally than rely on the software vendor to do it for you.

4. Visible

Best for: Venture firms on a budget.

• Tool Overview: Visible is a streamlined, founder-friendly platform that prioritizes ease of use and automated data collection. It’s excellent for sending out "Requests" to founders and centralizing updates and basic KPIs in a clean, visual dashboard.
• The Parsing Gap: Visible is a "high-level" monitoring tool. It doesn't track deep-level legal rights like drag-alongs or specific protective provisions natively. It is, however, the most cost-effective way to ensure you don't lose sight of your portfolio's performance during the transition.

5. One Pager VC

Best for: Investment teams that want to keep up with deals.

• Tool Overview: One Pager VC offers an AI assistant called pulse that tracks key updates from portfolio company investor updates.
• The Parsing Gap: One Pager VC doesn't parse and structure deal terms like Aumni did, but it does track key updates to companies in an easy to digest way for investors. One Pager replaces many of the portfolio monitoring feautres of Amuni, but doesn't have the same level of structured investment data.

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My Verdict

If you are looking for the most robust replacement for your day-to-day operations, Standard Metrics is my top recommendation. In my opinion, they are simply the best product for monitoring an existing portfolio from both a financial and investment data perspective.

However, if your needs are less about the "system of record" and more about active forecasting, Tactyc is great choice for modeling use case.