How Can AIM Users Get the Most out of Dreamforce?

Posted on Tue, Sep 30, 2014 @ 08:59AM

By Jeff Vahrenwald, App-X Salesforce’s annual Dreamforce event is part Salesforce user conference and part 4-day Salesforce commercial. This year’s event, coming up in October, promises to be the biggest yet. Of course, they promise that every year. Dreamforce may be too general to be really relevant to AIM users and you may find that...

Read More

App-X Named to B Corp Best for Workers List

Posted on Fri, Sep 19, 2014 @ 02:55PM

By Kevin Kelly, App-X App-X is proud to announce that this week we were named an honoree on the B Corp Best for Workers list. With our inclusion on this list, we join a variety of other B Corps who earned an employee impact score in the top 10% of all Certified B Corporations on the B Impact...

Read More

We have recently become big fans of a new Salesforce data collection tool called Form Assembly, which lets you easily create online web forms that can be embedded on your website and that allow users to submit data–in the form of funds, deals, metrics, documents, or any other data–directly into Salesforce. In this webinar, we...

Read More

Data Security Best Practices for AIM Users

Posted on Mon, Sep 8, 2014 @ 02:41PM
Read More

By Jill Montera, App-X We have recently become big fans of a new Salesforce data collection tool called Form Assembly, which lets you easily create online web forms that can be embedded on your website and that allow users to submit data–in the form of funds, deals, metrics, documents, or any other data–directly into Salesforce. We’ve...

Read More

App-X Named to the 2014 Inc. 5000

Posted on Fri, Aug 22, 2014 @ 02:50PM

By Kevin Kelly, App-X This week, App-X was listed on Inc. Magazine’s annual rankings of the fastest-growing privately held companies in the U.S. You can read all about App-X’s nomination to the list on the Inc. website or on the Boulder Daily Camera. For this week’s blog post, we sat down with App-X CEO to...

Read More

Rethinking the Data Room: This is Not a Feature War

Posted on Thu, Aug 14, 2014 @ 04:12PM

By Jeff Williams, App-X In the last year or so that we’ve been building out our new ShareSecure Data Room, we’ve found it tempting to just look at other data rooms or portal solutions in the market and simply copy all the features they have. I think its a natural instinct for software developers to...

Read More

By Ben Hendershot, App-X   When Salesforce rolled out its new Salesforce1 app earlier this year, they touted it as a revolutionary app that had everything you need. The app is great and represents a huge leap forward in mobile computing on the Salesforce platform. We hosted a webinar entitled Using AIM with Salesforce App...

Read More

Tips for Avoiding Duplicate Data Hell

Posted on Fri, Aug 1, 2014 @ 09:53AM

By Jeff Vahrenwald, App-X Duplicate data. It’s an inherent part of databases, whether you’re using AIM for fund management or any other fund management CRM system. And as we like to say on this blog every once in a while, the success or failure of any CRM system can be based on the quality of...

Read More

Webinar Recap: New Salesforce Features for Summer '14

Posted on Thu, Jul 24, 2014 @ 11:34AM

As you may have noticed, there are a number of new features popping up in Salesforce and our fund management software, AIM, lately. All Salesforce users will see some upgrades to the mobile Salesforce 1 app, Salesforce for Outlook, Chatter, and a number of other things. As discussed in our previous blog introducing our webinar,...

Read More

By Jeff Vahrenwald, App-X New Director of Sales and Marketing John Peterson joined the team at App-X this month. I sat down with John to discuss the current state of alternative asset management software, his thoughts on the future of the industry, and why he chose to come to work for us. What are your...

Read More
Read More

Established in 1999, Crosslink Capital is a technology-focused, San Francisco-based investment firm whose investments range from early stage private companies to well-established public corporations. When they initially started using Salesforce, Crosslink brought in a Salesforce consultant to customize the software for their business. Almost immediately, confusion arose about how best to store data in Salesforce...

Read More

Fund Management Software Warning Signs

Posted on Fri, Jun 27, 2014 @ 09:57AM

By Jill Montera, App-X Okay, one last time on my soapbox and I promise I’ll give it a rest for a while. So we’ve talked about the initial stages of a fund management software implementation and how to ensure that goes smoothly. And we’ve talked about the middle stages and steps you can take during...

Read More

By Jill Montera, App-X A few weeks ago on this blog, I talked about some of the most important things to keep in mind during the initial phases of your fund management software implementation. As I mentioned, the initial stage can be the most daunting and crucial step in making your software successful, but there...

Read More

The Case for Feature-rich Data Rooms

Posted on Fri, Jun 13, 2014 @ 12:08PM

By Jeff Williams, App-X Normally on our blog we like to offer up our expertise or at least share some fund management software tips and tricks. Today though, we’re just going to brag about a new feature for our ShareSecure data room. Those of you who are dedicated ShareSecure users might notice a new button...

Read More

Based in Boulder, Colorado, Techstars provides seed funding, intensive mentorship, and access to a network of mentors and alumni in exchange for equity in high-tech startups. Techstars is widely considered to be among the top startup accelerators in the world and companies participating in the Techstars program average $1.5M in outside venture capital raised. Until...

Read More

A Better Way to Manage Your Passwords

Posted on Fri, Jun 6, 2014 @ 01:52PM

By Jeff Vahrenwald, App-X It wasn’t too long ago that the only passwords I needed to remember were for Hotmail and my bank. But now it seems that every few days I visit a site that requires me to create a login and either sign in with Google or Facebook or else create a new...

Read More

By Jill Montera, App-X In part one on Keeping it Simple and Providing the “Why” here, we discussed last week the first couple of months using a new fund management software system are probably the most daunting but also probably the most important time to take measures to ensure your software investment is worthwhile. In...

Read More

By Jill Montera, App-X You’ve decided on a fund management software provider, put months of research into it, and you’ve got the software implemented. But at this point there’s no guarantee of success even if you’ve done everything right up to this point. The first couple of months that you’re using a new system are...

Read More

Webinar Recap: AIM and Google Apps Fully Integrated

Posted on Tue, May 6, 2014 @ 02:18PM

Thanks to those of you who were able to join us for today’s webinar co-hosted by Cirrus Insight. You can download the slides from the presentation here and watch a recording of the webinar below.If you’re interested in learning more about Cirrus, contact us or you can get a 14-day free trial of Cirrus Insight which...

Read More

What's New with Salesforce for Outlook

Posted on Mon, May 5, 2014 @ 03:38PM

By James Kroeker, App-X We’ve been talking a lot about integrating fund management software with Gmail lately, but we’re also big fans of Outlook and there are a lot of good things going on with the Salesforce for Outlook connector these days. If you haven’t used the Outlook connector in the past few months or...

Read More

Client Webinar 5/6: AIM and Google Apps Fully Integrated

Posted on Wed, Apr 30, 2014 @ 02:21PM
Read More

  Morehead Capital is a Raleigh-based investment partnership focused primarily on the restaurant and technology industries. Historically, database management had been a headache for the team at Morehead. Our challenge was working with Moreheads’s complex legacy system and industry-specific requirements. The solution, a custom-built functionality that provides simplicity while facilitating data in and out of...

Read More

Broomfield, CO (PRWEB) April 21, 2014 Application Experts (http://www.app-x.com), a provider of cloud-based private equity software solutions, announced today the release of two new products, AIM Investor Correspondence and ShareSecure that integrates with Fund Management Software AIM. Both products were developed with the help of client feedback and both address what App-X sees as gaps in the market...

Read More

By Jeff Williams, App-X If you’re a data room user or if you’ve shopped the data room market recently, you can probably list off two or three of the big legacy data room providers that have been around for years and make up a large part of that market. If you’ve ever priced out some of...

Read More

Webinar Recap: Using AIM with the Salesforce 1 App

Posted on Fri, Apr 4, 2014 @ 02:30PM

Judging by today’s attendance, the Salesforce 1 app and how to use it with AIM is a popular topic among AIM users. You can watch the webinar in its entirety below. In it, we cover the features of the Salesforce 1 app, some of the benefits and drawbacks of using the app with AIM, how...

Read More

By Ben Hendershot, App-X A few weeks ago, I posted an article on this blog about the new Salesforce 1 app, billing it as the Salesforce “mobile app we’ve all been waiting for.” You can read the entire post here. Well, we got quite a bit of response to that post, both from clients who...

Read More

By Ryley Giard, App-X In our Tips & Tricks videos we’ve covered merging both accounts and contacts within AIM to eliminate duplicate data from your system. For a refresher on either merging accounts or merging contacts, click the links below. How to Merge Contacts in AIM How to Merge Accounts in AIM But a couple...

Read More

Will Sauer is a Technology Consultant focused on the Alternative Investment space. Recently we had a chance to chat with Will to get his opinions on the current state of data management for fund managers. This is part 2 of the 2-part series. Will can be contacted at will@heueso.com. At what point does it make...

Read More

Will Sauer is a Technology Consultant focused on the Alternative Investment space. Recently we had a chance to chat with Will to get his opinions on the current state of data management for fund managers. This is part 1 of a 2-part series. Will can be contacted at will@heueso.com. In what area is the need...

Read More

A Fund Management Software FAQ Guide

Posted on Thu, Feb 27, 2014 @ 02:23PM

For this week’s blog post, we thought each team member would answer some of the most commonly asked questions we get from our clients and prospects. From Jill Montera, Project Manager: “What best practices are other firms using?” Answer: A lot of the best practices we recommend are specific to just one or two clients,...

Read More

The Mobile App for AIM We've All Been Waiting For

Posted on Thu, Feb 13, 2014 @ 02:15PM

By Ben Hendershot, App-X Salesforce has recently released its new Salesforce 1 app for mobile devices and although it may not be “the ultimate business app” as they tout in their marketing, it does represent a significant leap forward in mobile access for Salesforce users and AIM users alike. If you accessed AIM from a...

Read More

Webinar Recap: State & Country Picklists in AIM

Posted on Thu, Feb 6, 2014 @ 01:48PM

As we discussed in our webinar “New State and Country Picklists in AIM”, Salesforce recently released its State and Country Picklists functionality which lets you use standard picklists for states and countries. If you are like us, your state and country fields have values that aren’t very uniform. For addresses in the United States, for...

Read More

By Jason Viado, App-X Salesforce recently released its “State and Country Picklists” functionality which lets you use standard picklists for states and countries. If you are like us, your state and country fields have values that aren’t very uniform. For addresses in the United States, for example, the “country” field may have “US,” “USA,” “U.S.A.,”...

Read More

AIM Fund Management Software vs. Hiring a Consultant

Posted on Thu, Jan 16, 2014 @ 10:53AM

By Jason Viado, App-X There are many differences to consider when choosing between using a fund management software like AIM and hiring a consultant to build or customize software for you. Implementation Process - Our implementation processes is continually refined and is based on best practices from hundreds of client implementations. We understand your business...

Read More

Customizing Salesforce for Fund Managers Using AIM

Posted on Tue, Jan 7, 2014 @ 02:42PM

By Kevin Kelly, App-X Salesforce provides many viable solutions for fund managers wishing to streamline fundraising, improve portfolio management and garner a competitive edge among competition. Because Salesforce offers out-of-the-box, industry-specific and customizable solutions, deciding which solution is best-fitted for a fund manager’s situation can be challenging. Taking a holistic look at each solution possibility,...

Read More

Fund Manager Software Implementation

Posted on Fri, Jan 3, 2014 @ 11:14AM

By Ben Hendershot, App-X In the conclusion to our three part series, we discuss the main difference between our fund management software AIM and the fund management software provided by a Salesforce consultant is the difference in implementation approach. At App-X, our implementation process is continually refined and based on best practices from dozens of...

Read More

AIM Fund Management Software vs. the Consultant

Posted on Mon, Dec 23, 2013 @ 01:23PM

In our last blog titled, “A Sure Sign That You Need Fund Management Software” we discussed why your company needs a fund management software to manage your fundraising and investing deals. Now that you know why you need something to help you manage your investments, we thought it would be equally important to discuss why...

Read More

A Sure Sign That You Need Fund Management Software

Posted on Thu, Dec 12, 2013 @ 02:29PM

By Ben Hendershot, App-X Of all the symptoms of organizations that need a new fund management software system, perhaps the most common is that they currently manage all of their fundraising and investing in Excel spreadsheets. Excel is a great way to analyze data and is fairly robust in creating reports, but for performing functions...

Read More

Migrating Data Into Fund Management Software

Posted on Fri, Dec 6, 2013 @ 02:45PM

By Jason Viado, App-X Using a fund management software tool such as AIM is a great way to consolidate all your data into one easy location. So in order to migrate your data into a fund manager software, you first need to consider is the source of the existing data. Many of our clients come...

Read More

Migrating Documents to Content in Salesforce.com

Posted on Mon, Nov 25, 2013 @ 10:26AM

By Jason Viado, App-X Here are a few basic instructions on migrating documents and attachments to content in Salesforce.com. Our fund management software experts compiled their knowledge of AIM and Salesforce into an easy to understand conversion document. Note: there is a 5,000 file per day limit on Content submissions. Convert the Org to Use...

Read More

Originally posted on PRWeb November 22, 2013 Broomfield, CO– Application Experts (http://www.app-x.com), a provider of cloud-based fund management software, released today a progress review of the past 12 months, and its business outlook for 2014 on fund management software. List of achievements include the release of two new products, ShareSecure and Investor Correspondence, new customer...

Read More

By Jason Viado, App-X Looking for the right fund management software to fit your needs can seem like a daunting task. Here’s a few tips on what to look in terms of support from you Fund Management Software team. Look for in-house support. Ask, if the support is outsourced or handled in-house. With outsourced support,...

Read More

Managing “Big Data” With AIM Fund Management Software

Posted on Mon, Nov 18, 2013 @ 10:16AM

By Jeff Williams, App-X I remember the first time I heard the now ubiquitous term ‘big data’ – it was 2009 and Bryce Roberts (@bryce) of OATV was explaining to me why OATV had invested in what is still today one of my favorite companies: TripIt. In short the investment thesis was actually around data...

Read More

Customizing Salesforce for Private Equity Fund Management

Posted on Wed, Nov 13, 2013 @ 09:12AM

By Jason Viado, App-X The Salesforce platform can be an invaluable tool for private equity fund managers seeking to streamline fundraising , more effectively manage their portfolios, and gain a competitive advantage over competing funds through the use of  fund management software. Much of the functionality and workflows that savvy private equity fund managers demand...

Read More

By Matt Grinder, App-X Its Salesforce new release time again and over the next few months, Salesforce users will start seeing the new features in the Winter ’14 release. Winter ’14 will include the usual changes to Salesforce’s modules Sales Cloud, Service Cloud, Data.com, and more, but for AIM users, making sense of how the...

Read More

By Ben Hendershot, App-X This seems to be a recurring and almost existential question in the fund management software industry these days–whether the value of any piece of software comes from the features and functionality in the software itself, or whether the value comes from the experts who implement the software. Unfortunately, the answer isn’t...

Read More

By Matt Grinder, App-X As you can tell from our previous blog posts we take clean data very seriously. Take for instance our blog on Data Hoarding or Taking Out the Data Trash for Fund Management Software. As we’ve said in the past, good data is key to getting the most out of your fund...

Read More

By Jeff Williams, App-X In the coming weeks, App-X will proudly be announcing two new products: 1) AIM Investor Correspondence and 2) ShareSecure (an all-new data room product that will replace AIM Portal). Both products were developed as the result of the combination of two things: suggestions from our clients (you!) and what we feel...

Read More

By Jeff Williams, App-X Its been almost a year since we published our “Automate Monday Morning Reports” document and its probably worth mentioning a few things that have happened in the world of AIM, fund management software, reporting since then. As always, AIM reports are a great way to reduce the amount of time your...

Read More

Recap: 8/20/13 Extreme Outlook Integration

Posted on Tue, Aug 20, 2013 @ 01:50AM

In this webinar, App-X’er Rick Wills takes 20 minutes or so to demonstrate the LinkPoint/Outlook integration and explain how you can get the tool for your organization. If you’re interested in setting up Linkpoint please follow these easy steps: Visit Linkpoint’s website here. Complete the form to download the Linkpoint trial. (You can buy it later...

Read More

By Ben Hendershot, App-X So not everyone on your team agrees about how badly you need a software system to track your deal pipeline or your fundraising efforts? Well, honestly not every firm needs fund management software but we feel a majority of them can certainly benefit from it. So, sometimes the issue many partners...

Read More

By Jill Montera, App-X As we often say to our clients (and on this blog), the success any organization has with new fund management software is directly related to the buy-in that organization gets from users throughout the firm. Here at App-X, we’ve been fortunate to have a pretty high success rate with new organizations...

Read More

Integrating Gmail with AIM Fund Management Software

Posted on Fri, Jul 12, 2013 @ 11:17AM

By Rick Wills, App-X Integrating your email with AIM is a big time-saver and something that a lot of our clients cite as a requirement when they sign on with us. Admittedly, it seems most of our clients use Outlook for email but for firms like us who use Google Apps, there’s a new version...

Read More

By James Kroeker, App-X I’ve found that one of the least-known and under-utilized pieces of functionality in AIM has actually been around almost as long as AIM itself. Its called the “touch” button and it is designed to mark certain interactions as more important or significant than others. For example, if you have a meeting...

Read More

By Rick Wills, App-X Moving your organization from an Excel-based deal log and fundraising log and Outlook-based CRM to a software private equity or venture capital CRM system is a big project. Certainly we’ve made a living out of guiding clients through this process that can include everything from setup, to change management, to training....

Read More

Thanks to those who joined our webinar this morning on taking AIM on the road. And just in case you missed it, we recorded it. Video recording of the webinar: Slide deck from the webinar is here. If you’d like to install MapAnything, you can find more information here on their AppExchange listing. And if...

Read More

Are You Data Hoarding in Your Private Equity Software?

Posted on Thu, Jun 6, 2013 @ 02:45PM

By James Kroeker, App-X This is to all the hoarders out there. You know who you are. I’m not talking about people who hoard old newspapers or cereal boxes. I’m talking about data hoarders–CRM or private equity investing software users who insist on keeping every piece of information they ever find associated with an account...

Read More

This week App-X and the AIM product development team successfully sent its first ever live capital call correspondence from its fund management software, AIM, using the new Investor Correspondence functionality. Says Jeff Williams, Product Manager for AIM, “Investor Correspondence is something we’ve been working very hard on over the last few months so sending a...

Read More

Good Customer Support--Ready, Willing, and Available

Posted on Fri, May 17, 2013 @ 11:23AM

By James Kroeker, App-X Maybe its because I spend my days supporting our customers, but I’ve become increasingly aware of poor customer service now when I see it outside of work and I’m amazed at how prevalent it is and even how easy it would be to fix. Recently I was at a retail outlet...

Read More

Thanks to all who joined our webinar on De-duping Account and Contact Information in AIM. We hope you found it informative. For anyone who missed it, all you need to get caught up is below. Video recording of the webinar: Slide deck from the webinar is here. If you have any questions or if you’d...

Read More

AIM Fund Management Software and Summer Trips

Posted on Mon, May 13, 2013 @ 12:09PM

By Beth Busenhart, App-X With the summer vacation season almost upon us, I thought I’d take a few lines of the blog to talk about how AIM fund management software can help make your summer trip more enjoyable. Unfortunately, AIM won’t apply sunscreen for you and it won’t tell you how to avoid lines at...

Read More

By Kevin Kelly, App-X Its hard to believe that we’ve just surpassed the 1000 user milestone. Back in 2007 when AIM was coming into being, I think we all saw a huge future for fund management software and for App-X and it’s very rewarding to see a lot of those aspirations and goals come to...

Read More

By Jill Montera, App-X Next month App-X will be rolling out a new webinar series aimed at making our clients as effective with our AIM solution as possible. With AIM, a portfolio management software, it’s important for users to stay sharp on the skills that are related to the system and continue to figure out...

Read More

By Ben Hendershot, App-X Regardless of how you’re currently running your Monday morning meetings, there are a few steps that your organization is probably going through each meeting when not using a fund management software program. First, you’re accessing data from wherever it is that your organization stores it. Then you are disseminating that information...

Read More

By James Kroeker, App-X This blog post has nothing to do with spring cleaning since I believe in cleanliness as a year-round pursuit, but specifically as it relates to data in your fund management software (CRM), a clean database can unclutter your life, make you more efficient, and even save your firm some cash. We’re...

Read More

When CRM Doesn't Work for Fund Management

Posted on Mon, Apr 8, 2013 @ 11:20AM

By Kevin Kelly, App-X It’s a scenario we encounter a lot.  A fund manager brings on a CRM system to manage their fundraising or investing, they had heard that this system does everything, that it will solve all of their problems as soon as they turn it on, and 6 months after implementation it sits...

Read More

By Jeff Williams, App-X Last week we talked about how hosting your annual meetings can be made easier and less time consuming through the use of fund management software. This week, I’d like to discuss some of the ways that annual meeting attendees can use software to get more out of the annual meetings they...

Read More

Using a Centralized CRM Before its Too Late

Posted on Wed, Mar 27, 2013 @ 09:10AM

By Jason Viado, App-X I used to mow my lawn with a weedwacker. It was a small lawn and I couldn’t really afford a lawn mower. But the weedwacker served its purpose just fine and in the end it really didn’t take much more time to cut the grass in my parking-spot-size lawn with a...

Read More

Don’t let your annual meeting tie you down. Learn how the right fund management software can save you time, so that you can focus on your business. It’s your annual meeting. The time of year when you get all of your investors together to feed them full of information on how your company has been...

Read More

By Jeff Williams, App-X Its your annual meeting. The time of year when you get all of your investors together to feed them full of information (and food and booze). And to most it’s a necessary evil that requires months of preparation and some serious time away from your core business activities. For fund managers...

Read More

Your team is bound to amass a library of documents during both the fundraising and due diligence processes. Storing these documents in an organized manner is critical to efficiency and there are now a variety of services available to help you store these documents in the cloud rather than on a local shared drive. With...

Read More

To accommodate the increased reporting requirements and reduce the extra administrative work of managing their growing portfolio, Plexus Capital implements AIM by Application Experts to help ramp up deal flow, increase efficiency, and facilitate information sharing between team members. AIM by Application Experts helps Plexus track deal flow, institutionalizes due diligence, and provides real time...

Read More

Databases and Crock Pots--The App-X Way

Posted on Thu, Feb 14, 2013 @ 10:11AM

By Jason Viado, App-X Here at App-X, we definitely have a tendency to geek out to database theory and fund management technology more than most. If you’ve read our blog, you find that it’s full of stuff that would put many people to sleep, but we find this stuff fascinating and we enjoy keeping you...

Read More

Salesforce Touch–a version of Salesforce that’s designed specifically for touchscreen mobile devices–is now updated for 2013 and has some updates for AIM users. The Spring ’13 release still doesn’t have all of the functionality of the full browser version of AIM but the Touch interface is now a viable option for AIM users as it...

Read More

Our own Jeff Williams was featured in PE Manager Magazine this month discussing data management and how fund managers can make use of technology in his article “Private Fund Manager 2.0.” Jeff writes “I’m willing to bet that in looking through the investment opportunities you’ve seen over the last 18 months, you probably remember where...

Read More

By Kevin Kelly, App-X In our industry, we certainly encourage fund managers to adopt technology that makes them more efficient and that streamlines their processes. When managers contemplate integrating front office and back office systems, however, efficiency shouldn’t be the only goal and a good case can sometimes be made for looser integration, slightly more...

Read More

Multiple disparate software systems made fund and portfolio management difficult and time consuming for Accion and knowledge sharing was limited. So ACCION implemented AIM and PULSE to streamline their deal pipeline management, manage portfolio tracking, and adopt IRIS reporting standards. Read the case study here.

Read More

Tips & Tricks – Adding a Deal

Posted on Wed, Jan 9, 2013 @ 04:53PM

Rick shows us how to add a deal in the latest version of AIM. Oops, this video shows some new features that aren’t quite ready to be revealed to the world.  Stay tuned for its release sometime soon.

Read More

Harbour Group implemented AIM by Application Experts to organize historical data and then provide efficient and insightful access to that data. AIM provides enhanced reporting functionality that provides the entire team with up-to-the-minute reporting to enable better decision making. Read the case study here.

Read More

The Best of the App-X Blog, 2012

Posted on Thu, Dec 20, 2012 @ 05:08PM

Just in case the world ends tomorrow, we wanted to get the best blog posts of the year posted once more for anyone who missed them the first time.  Stay tuned for more updates from the world of App-X coming (more than likely) in the new year. Mining “Big Data” with Fund Management Software Jeff...

Read More

PULSE and AIM user Accion’s Frontier Investments Group is an early and growth stage impact investing fund focused on catalyzing a new approach to financial inclusion. It invests in innovative technologies and disruptive business models that enhance the efficiency, reach, and scope of products and services for the unbanked. Accion is a global nonprofit organization...

Read More

A Holiday Season Checklist for your Fund Management CRM

Posted on Wed, Nov 21, 2012 @ 10:14AM

By Jason Viado, App-X Since a lot of fund managers see a bit of a lull in activity between Thanksgiving and the new year, now might be a good time to take advantage of that down time to make some improvements to your fund management CRM software. Here’s a holiday checklist that doesn’t involve going...

Read More

How Maps Can Improve your Fund Management Software

Posted on Fri, Nov 16, 2012 @ 04:00PM

By James Kroeker, App-X A number of our clients have been asking recently about incorporating maps into our AIM fund management software. There are a number of 3rd-party mapping solutions available for download in the AppExchange that can map addresses of your accounts (in fact, we’ve reviewed some of them below), but we thought it...

Read More

Mass Email Add-Ons for Your Private Equity CRM System

Posted on Thu, Nov 1, 2012 @ 04:17PM

By Jeff Vahrenwald, App-X When it comes to selecting the right mass email tool to complement your fund management software, the options can be a bit overwhelming. Certainly there is no shortage of options availalbe from simple mass-mail tools to full-blown marketing automation suites. For our clients, we recommend you start by asking yourself a...

Read More

The Pros and Cons of the New Salesforce Outlook Connector

Posted on Tue, Oct 30, 2012 @ 04:55PM

By Rick Wills, App-X This week Salesforce released version 2.02 of Salesforce for Outlook which is designed to integrate Salesforce with Microsoft Outlook and is capable of syncing contacts, tasks, and emails between the two systems. With this new update, users can now view contact details in the new Salesforce Side Panel in Outlook. This...

Read More

By Rick Wills, App-X Integrating Gmail with your private equity CRM–whether you are using Salesforce or a solution like AIM that is built on the Force.com platform–can be a tricky but vitally important part of keeping track of all the conversations you’re having with potential investors, deal sources, or even people within your own office....

Read More

The Many Ways to Access AIM from Mobile Devices

Posted on Mon, Oct 15, 2012 @ 02:43PM

By Jeff Vahrenwald, App-X For most of our clients, Mobile access to AIM fund management software through tablets and smart phones is a must. Since AIM is built on the Force.com platform, we are able to leverage a lot of the new functionality that Salesforce and its partners have introduced that allow users to interact...

Read More

Overcoming "Bad Data" in your Private Equity CRM Software

Posted on Fri, Oct 12, 2012 @ 04:29PM

By James Kroeker, App-X Moving to a CRM solution is a great first step for any Private Equity firm but the utility of having a place to aggregate data can be significantly diminished if the data isn’t reliable. Many managers assume that giving their employees a CRM tool will solve the old problems of storing...

Read More

Chicago-based Trilogy Real Estate Group has engaged with Application Experts to implement AIM fund management CRM. Trilogy will be using AIM to manage their fundraising and deal tracking operations. Trilogy Real Estate Group, LLC is a privately held real estate firm with a mandate to make opportunistic multifamily real estate investments. Over the past eight...

Read More

App-X CEO Kevin Kelly was featured on the Emerging Markets ESG site discussing Impact Investing and his thoughts on how Impact Investing can play a role in emerging markets.  ESG refers to environmental, social, and/or governance issues and Emerging Markets ESG is a consultancy dedicated to the analysis, benchmarking, development, and promotion of reporting on...

Read More

By Ben Hendershot, App-X Because SaaS products are, by definition, hosted remotely and often supported remotely as well, the role of IT in researching and evaluating options is growing increasingly unclear.  Fund managers in the market for new fund management software–or any SaaS offering–will often send a member of their IT team out to evaluate...

Read More

By Jason Viado, App-X When I came across this article recently (http://www.forbes.com/sites/dell/2012/05/08/enterprises-should-implement-change-not-applications-2/), I was tempted to share it, tweet it, thumbs-up it, and anything else I could do to say that I agree with the idea that an IT implementation–or in our case the implementation of fund management software–is less about implementing IT than it...

Read More

Customizing Salesforce for Private Equity Fund Management

Posted on Mon, Jul 23, 2012 @ 08:56PM

The Salesforce platform can be an invaluable tool to private equity fund managers.  But if you’re seeking to streamline fundraising, more effectively manage your portfolio, and gain a competitive advantage over competing funds, deciding exactly how to best leverage the platform can be a complicated process. Learn how to use the Salesforce.com platform to: Differentiate...

Read More

How Many Fund Management Software Systems is Too Many?

Posted on Wed, Jul 11, 2012 @ 09:01PM

By Kevin Kelly, App-X As the options for fund management software increase, so do the number of private equity and venture capital firms that are adopting new software to manage their fundraising and investing.  Also increasing is the number of firms changing their software or moving from one platform to another to make use of...

Read More

FPG Partners implements AIM by Application Experts to provide flexible, customized reporting and worldwide access to team members while they are on the road. The AIM software helps FPG’s fundraising operations gain efficiency and FPG is now able to provide insightful, professional reports to their GPs. Read the case study here.

Read More

App-X recently revamped RCP Advisors’ AIM reporting capabilities to provide more insightful, timelier, and more accurate information. RCP Advisors, LLC is a private equity investment management firm that provides access to lower middle market private equity fund managers through funds-of-funds and through direct co-investments. Read the entire case study here.

Read More

By Jill Montera, App-X It is difficult to understate the significance of executive sponsorship in the implementation of fund administration software.  Without the right people backing the decision and driving the implementation in the right direction, even the best-fitting software system can fall flat and wind up a useless tool in a year. Typically during...

Read More

Changing Expectations for Impact Investors

Posted on Tue, Apr 24, 2012 @ 09:29PM

By Jill Montera, App-X Historically, being a board member for an impact investor or a non-profit has often been an honorary position or perhaps a chance to network with other board members.  Today, with an increasingly limited amount of capital available for investment and the development of technology tools, board members are asking more of...

Read More

By Ben Hendershot, App-X With technology playing an increasingly larger part in fund management, quarterly reporting to LPs, advisory boards, and investment committees has grown more efficient and streamlined for those organizations who have embraced the change.  As a result, LP expectations around reporting have changed and savvy fund managers are spending less time compiling...

Read More

By Jeff Williams, App-X With the current disparity in upper quartile and median private equity returns narrowing, fundraising is getting tougher and savvy fund managers are looking for new ways to differentiate themselves. Leveraging the power of technology can be one such differentiator. Imagine being able to say the following 7 things to your existing...

Read More

By Jason Viado, App-X With spring upon us, we’re all busy trying to avoid doing any actual spring cleaning.  Instead, why not do some clean-up of your existing Fund Management Software?  Here 10 simple ways you can get more out of the system you already have. New dashboards and new reports. It’s always a good...

Read More

How Much Fund Management Software Do You Need?

Posted on Tue, Mar 13, 2012 @ 03:03PM

By Jason Viado, App-X If you’re in the market for a new fund management system, you’ve most likely been presented with so many options and so many different pieces of functionality that learning a new system–and more importantly learning how to make a system improve your business–can seem like a daunting task.  One suggestion?  Simplify....

Read More

By Jason Viado, App-X For Private equity fund managers who need to talk to a lot of investors, who track a lot of deals, or monitor a lot of investments, organization is key. And without the right software in place, fund management can quickly become overwhelming.  Here are 10 signs that your organization needs fund...

Read More

By Ben Hendershot, App-X There are a number of software solutions on the market today that help Private Equity fund managers track their deal flow and manage fundraising.  It seems like each solution employs a different implementation strategy ranging from, on one end of the spectrum, an extensive and prolonged engagement with a consultant to,...

Read More

How Safe is my Fund Management Data in the Cloud?

Posted on Mon, Feb 13, 2012 @ 11:54PM

By Charlie Schilderink, App-X A common question we field from clients and prospects alike is about the safety of data that is stored in the cloud.  As our AIM fund management software is built on the force.com platform, all of our clients’ data is stored on Salesforce servers, and since our clients span the breadth...

Read More

By Jason Viado, App-X Private equity fund managers need reliable software to track their fundraising efforts and manage their investments. Especially in an unpredictable economy, the right software can make the difference in managing a successful fund. However, before implementing a software management system, you need to be aware of potential problems and pitfalls and...

Read More

What is unique about App-X support versus other support desks you’ve manned? A lot of people call support with technical questions and we can certainly help in solving those technical questions, but what I think is different about App-X support and what I really enjoy about this position is when support takes on more of...

Read More

By Jason Viado, App-X A lot of our clients come to us with questions about where they should store the data that lies within their Private Equity Software.  Because our software is built on the Salesforce platform, we might be a bit biased but we feel storing your data with Salesforce is the most secure...

Read More

The Best of the App-X Blog, 2011

Posted on Thu, Jan 5, 2012 @ 04:15PM

Happy New Year from Application Experts.  For the first blog post of the new year, we’ll be rolling out (or rolling back) some of our best and most informative blog posts from the year that was.  If you missed them, this might help you get caught up.  If you didn’t, well, feel free to read...

Read More

By Jason Viado, App-X Salesforce objects are designed for selling widgets.  Salesforce out-of-the-box comes with standard objects such as Accounts and Contacts but does not include objects specific to fund management. Terminology and naming conventions are not specific for fund management.  Fund management uses a unique vernacular to describe both the stages of fundraising and...

Read More

CRM for Selling Widgets vs. CRM for Fund Management

Posted on Wed, Dec 21, 2011 @ 11:58PM

By Kevin Kelly, App-X With the wide array of CRM systems available on the market these days, it can certainly be a challenge to understand not only which one is right for your organization, but also why there need to be so many different types.  In our industry, we customize CRM systems specifically for alternative...

Read More

By Kevin Kelly, App-X According to a recent study by SEI News, after several years of underwhelming performance and lack of liquidity, many private equity fund managers are trying to increase transparency to attract and retain skeptical investors.  One way we’ve seen clients increase transparency in both fundraising and investing is through the use of...

Read More

By Kevin Kelly, App-X 1. Have complete data from day one.  Data quality is key to getting users to adopt new fund management software.  Many fund managers we encounter just want to get the database set up with little or no data and then they wait and see what data gets in there.  Most of...

Read More

IDB, through the Opportunities for the Majority Initiative, implemented PULSE and the IRIS taxonomy to track metrics around individual investments and across their entire portfolio. PULSE and IRIS provide them with detailed metrics tracking and benchmarking capabilities which make them a pioneer in their field. The Challenge Inter-American Development Bank (IDB) supports efforts by Latin...

Read More

The Salesforce Private Equity/Venture Capital Template

Posted on Tue, Nov 15, 2011 @ 09:29PM

By Kevin Kelly, App-X The Salesforce platform can be an invaluable tool for private equity fund managers seeking to streamline fundraising, more effectively manage their portfolios, and gain a competitive advantage over competing funds. Many of the functionality and workflows that savvy private equity fund managers demand from their software systems are built in to...

Read More

Case Study: MicroVest, AIM, and PULSE

Posted on Tue, Nov 1, 2011 @ 11:21PM

MicroVest employs AIM and PULSE to replace a complex and inefficient web of spreadsheets previously used for deal tracking and portfolio management. AIM by Application Experts centralizes institutional knowledge related to investment due diligence and portfolio management and provides detailed reporting to improve operational efficiencies for Private Equity Managers. PULSE is a cloud based metrics...

Read More

Investors Management Corporation (IMC) implemented AIM to gain visibility into their universe of potential investments and to streamline their evaluation process. AIM by Application Experts centralizes institutional knowledge related to investment due diligence and portfolio management and provides detailed reporting to improve operational efficiencies for Private Equity fund managers. Read the full case study here....

Read More

Centralized Investment Data and Enhanced Compliance Capabilities: App-X and AIM provide UTIMCO with improved operational efficiencies, simplified reporting, and greater transparency. The University of Texas Investment Management Company (UTIMCO) implemented Alternative Investment Management (AIM) by Application Experts to address emerging transparency and regulatory challenges facing educational endowments and other institutional investors. Download the case study...

Read More