The recent discontinuation of services by a specialised platform – a situation many firms are experiencing following the Aumni shutdown announcement – is a stressful event. However, it’s a necessary trigger for every Venture Capital team to evaluate a fundamental question: Is our operational technology built for stability, or for surprise?

For the entire VC team, from the Analyst to the General Partner, the goal is simple: ensure the transition is a seamless operational upgrade. Here are the five most effective, client-tested tips for achieving that goal.

1. Stop replacing features; start eliminating operational risk

When a specialist tool disappears, the first impulse is to find a like-for-like replacement for that one function – say, just legal document parsing. Our experience shows this is a mistake. The problem wasn’t the feature; it was relying on an incomplete platform that left your fund exposed in the first place.

What works: Our most successful clients use this moment to move to a single source of truth solution, which covers all portfolio management needs: from initial deal terms to LP reporting, compliance, and benchmarking. This unifies the data so no single point of failure can disrupt the whole team.

2. Demand a proven method for data transformation

The biggest operational fear inside any VC team is data migration. There is a deep, common fear of spending weeks manually cleaning and re-entering sensitive historical data.

What works:  a vendor that treats the migration as an operational upgrade. This means transforming complex historical structures (like specialized legal rights or complex cap table history) into a new, reportable, and auditable format. At Vestberry, a dedicated onboarding team handles this transformation end-to-end.

Another team benefit is that your finance team gets an auditable trail immediately, and your investment team gets clean, usable data for modeling right away.

3. Assess the platform’s long-term commitment and stability

A venture fund operates on a 10-year horizon. Relying on a tool that shutters halfway through is a costly risk. You need a stable operational backbone that will last.

What works: Look beyond marketing claims. Ask vendors about their roadmap commitment, their financial stability, and their product velocity. Our clients appreciate knowing that Vestberry is focused on continuous evolution that supports their growth, ensuring they never have to manage platform risk again.

4. Align the entire team on forward-looking strategy

A successful platform switch requires consensus on what the new system should do for the firm. The focus must shift from simply reporting history to enabling strategic agility.

What Works: The new system must drive decision-making. We encourage firms to stress-test the platform’s scenario modeling – can it help the Investment Team confidently model follow-on capital needs? Unified tools mean the GP and the Analyst are always viewing the same KPI.

5. Prioritize automated compliance over manual auditing

The finance team’s biggest operational burden is ensuring compliance stability during reporting cycles. When a system is incomplete or fragmented, teams are forced back into manual reconciliation – a process that is slow, error-prone, and risky.

What Works: We consistently see that a platform that automates the link between legal documentation, valuation data, and LP reporting reduces audit risk dramatically. The goal is to move beyond manual checks to a system where the audit trail is generated automatically. This frees up the finance team to focus on value creation, not just error mitigation.

Switching vendors is a technical transition and an opportunity to remove single-point risk across your entire firm. By aligning your whole team on these five tested principles, you ensure your platform is built for growth, continuity, and success.

Reach out to our team to discover how Vestberry can help you.