CLIENT SPOTLIGHT

Aumni

We caught up with Aumni to learn more about them…

Tell us about your company. What problem are you trying to solve?

Aumni empowers alternative investors with its proprietary technologies and processes to extract data directly from closing documents, auditing terms for accuracy and identifying potential business and legal risks.

How did your company get started?

The two co-founders, Tony Lewis and Kelsey Chase, first met as colleagues at Wilson Sonsini Goodrich & Rosati six years ago. They worked together on several transactions and eventually began brainstorming entrepreneurial opportunities related to legal and financial technology, including launching Aumni to address private capital market pain points.

Why is your team well positioned to solve the problem you’re tackling?

Having managed large deal teams of attorneys and legal and administrative staff at the world’s largest law firms, Tony and Kelsey are well-equipped to identify talent, grow the team, motivate a healthy company culture and drive the success of the business. Our primary strengths include placing high value on client service and success, maintaining excellent relationships with our investors and advisors, as well as project management and execution to deliver world-class products and customer service.

What’s the biggest lesson you’ve learned along the way?

For years I observed the rollercoaster of emotions experienced by young startups as their outside counsel, but my perspective was from the sidelines. It wasn’t until I nurtured my own technology enterprise that I truly empathized with entrepreneurs around the true grit and an unrelenting commitment to excellence required to succeed.

What resources do you rely on to help your company grow?

Angel and venture investors, amazing talent and culture, and industry-leading business advisors and mentors. Also, we’re very proudly growing Aumni out of Salt Lake City, UT!

www.aumni.fund

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