Aumni is the VC industry's first plug & play portfolio intelligence platform and the solution that top VC firms use for a competitive edge and operational efficiency. Aumni audits, analyzes, and visualizes the key data trapped in VC deal documents to augment venture investment teams with the tools for better strategic decisions and improved daily operations.An investor's legal, economic, and control interests fundamentally inform and influence every action that an investor can take. Aumni extracts and utilizes hundreds of data points from the underlying deal documents to track critical insights such as key investment rights, portfolio performance, and emerging investment patterns. The Aumni platform is for forward-thinking venture investment teams that seek a solution to the challenges of unlocking and structuring the untapped expanse of data in their portfolio.

Capshare is a web-based, centralized repository that holds firm's equity data. Our equity and shareholder management system was designed with the Venture Capital/Private Equity community in mind. Private companies benefit with graphical and tabular tools for running waterfall analyses, breakpoints, and round modeling. Capshare software allows the user to manage all historical and current equity transactions and secondary transactions. Share all aspects of the cap table with investors, shareholders, accountants, and lawyers. Provide your shareholders with access to a customized account portal. Receive proactive alerts regarding ISO $100k limits and Rule 701. As an SEC-registered transfer agent, we can issue and hold your electronic certificates and warrants

Venture Services/ Equity Capital MarketsServicing the Venture Community by providing Distribution Management Services; Equity distributions to LPs, ability to custody Private and Public Equities/Warrants, Fund-level block trades of Liquid, Illiquid, and Privately held positions, Equity Trading-Domestic & International; BTIG employs over 150 sales traders worldwide in some of the most heavily traded markets in the world, offering clients access to over 65 countries, 24 hours a day, 7 days a week. Our international traders are unparalleled when it comes to protecting order confidentiality and maintaining client anonymity.In addition, BTIG offers Capital Introduction, Commission Management, Corporate Finance, Electronic Trading, Equity Derivatives, Global Portfolio & ETF Trading, Fixed Income, Futures & Commodities, Foreign Exchange, Outsource Trading, Prime Brokerage, Strategy & Analytic ResourcesBTIG has the expertise and global resources to effectively source natural liquidity and execute discrete equity block and program trades in virtually any market. We are adept at executing even the most sensitive trades with minimal market impact, maintaining the confidentiality and anonymity of our clients at all times. From the simplest trade to the most complex, we are committed to providing our clients with "best execution" trades that are efficient, cost effective and discreet.US Offices; San Francisco, Atlanta, Boston, Chicago, Dallas, Los Angeles, New York, Purchase, Red Bank, International; London, Hong Kong, Singapore, Sydney. We employ experts in local platforms and technology, as well as in settlements, compliance and global risk.

Equity Capital Markets/ Venture Services Group

Venture distribution management for Venture Capital firms and their Limited Partners. Manage all aspects of complicated events including restricted stock settlement, rules and regulations.