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Power BI Reporting for Aumni: Gain Deeper Insights into Venture Capital & Investment Data
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Aumni to Power BI

Power BI Reporting for Aumni: Gain Deeper Insights into Venture Capital & Investment Data

Can Also be connected to 

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Tableau

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Fabric

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Azure

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms Aumni investment analytics into interactive reports, enabling venture capital firms to track portfolio performance, monitor deal terms, and optimise fund management. By integrating Aumni with Power BI, organisations achieve real-time visibility into valuation trends, capital allocation, and investment risk. Custom dashboards and automated reporting help investors make data-driven decisions, streamline due diligence, and maximise returns

KEY FEATURES

  • Portfolio & Deal Tracking – Monitor investment performance, funding rounds, and exit trends to optimise portfolio strategy

  • Capital Allocation & Risk Insights – Analyse valuation changes, term sheets, and financial exposure for informed decision-making

  • Cross-Platform Data Integration – Combine Aumni data with financial, CRM, and analytics tools for a unified investment intelligence view

  • Automated Reports & Alerts – Set up scheduled reporting and notifications to track key investment metrics and portfolio updates

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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