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AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

AIM - Alternative Investment Management

AIM - Alternative Investment Management

Solutions for: Fund Managers | Endowment managers ∣ Pension fund managers ∣ Institutional investors ∣ Family offices

AIM Key Features & Benefits

CRM systems are designed to track customers and forecast sales activity. AIM by Application Experts transforms the market's leading CRM platform, Salesforce.com, into a complete front office solution specifically designed for Fund Managers and Institutional Investors.

Using AIM means better communication with limited partners and attracting and retaining more in the future. It means a deeper understanding of all the investments in your universe, your pipeline, and your portfolio. And it means more time spent investing and fundraising, and less time hunting for information and preparing for meetings.

Contact us to learn more about AIM.

Contact and Interaction Management

Store information on each contact and organizations with whom you communicate
Record details of every meeting, call, and email exchanged
Schedule follow up tasks and receive reminders
Centralize institutional knowledge

Investing

Track your pipeline of prospective investments from beginning to end
Record details from each step of the due diligence process
Increase deal flow in a scalable manner
Ensure due diligence steps are performed accurately and on time
Demonstrate a thorough and regimented process to auditors and investors

Fundraising

Store information on prospective investors in your universe
Gain visibility into each stage of your fundraising pipeline
Automate generation and distribution of numbered PPMs and track with optional secure Data Room
Consolidates Limited Partner contacts and communication preferences

Portfolio Management

Simplifies ongoing portfolio monitoring, analysis and reporting
Improves transparency, consistency, and compliance

AIM Screencasts:

Organize Investment Opportunities

Organize Investment Opportunities

Track Fundraising in Real Time
Across Your Organization

Track Fundraising in Real Time
Across Your Organization

Securely Share Documents
with the Click of a Button

Securely Share Documents
with the Click of a Button

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