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What is Tactyc by Carta?

Tactyc, created by Carta, functions as an analytics platform specifically designed for analyzing portfolios and capitalization tables, helping investors assess their investments in the private market. It provides valuable tools such as scenario modeling, portfolio forecasting, and detailed investment analysis, which allow venture capital firms and other investors to better understand potential returns along with the risks involved in their portfolios. Additionally, Tactyc integrates data from Carta's capitalization table, which improves insights into ownership structures and valuations of portfolio companies. This seamless integration not only enhances the user experience but also supports more informed decision-making based on solid analytics. As a result, Tactyc stands out as a vital resource for investors looking to navigate the complexities of their investment landscapes effectively.

What is Aumni?

Enhance your insight into the private capital markets using the most advanced investment data available. Aumni offers instant access to reliable financial and legal insights sourced from your signed agreements, meticulously validated by venture experts and augmented with cutting-edge AI analytics. The platform has performed an unmatched analysis of private capital investment data. Numerous investment firms often collaborate with multiple co-investors at the same time. With Aumni, you can quickly engage with this powerful network of both past and present investors, equipping you to optimize your investment strategy. In just a few clicks, you can generate significant fund-level performance metrics and effortlessly compile equity financing summaries for each asset in your portfolio. Aumni simplifies access to comprehensive portfolio analytics with a single click, allowing you to choose key data points to share and create institutional-quality reports tailored for limited partners of various sizes, thus enhancing the effectiveness of your investment communications. This robust functionality positions Aumni as a vital tool for those looking to excel in the dynamic realm of private capital investing, giving you a competitive edge that can lead to greater success.

Media

Media

Integrations Supported

5X
Axis LMS
Carta

Integrations Supported

5X
Axis LMS
Carta

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

tactyc.io

Company Facts

Organization Name

Aumni

Company Location

United States

Company Website

www.aumni.fund

Categories and Features

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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