Family Offices CRM software for Alternative Asset Management, Salesforce Private Equity, Private Equity Software Salesforce, Fund Management Software Salesforce, Fund Management CRM, Alternative Investment Software

AIM for Family Offices

AIM is designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices. With AIM, Family Office investment staff can more effectively track and communicate with existing families.

On the deal side, AIM lets users share due diligence, records details from each step in the due diligence process, and ultimately lets investment professionals increase deal flow in a scalable manner. Additionally, AIM helps you to stay on top your investing with robust reporting.

And since AIM is supported by Application Experts' alternative investment specialists, knowledgeable help is just a call or email away.

Family Office clients include:

CRM designed for Alternative Investment Managers

AIM lets you centralize institutional knowledge by collecting and reporting on information related to the organizations and people with whom you interact. AIM's CRM functionality includes standard Salesforce.com features such as Accounts and Contacts as well as specially-designed features to monitor connections between contacts and keeping track of every meeting, call, and email.

Investment Pipeline Tracking from Discovery to Deal

AIM lets you track the investments in your pipeline from the point you discover a deal to the point you invest. Users can collect and report on information related to deals, recording details from each step of the due diligence process and ensuring that diligence steps are performed accurately and on time.

Company-wide Tracking Across your Entire Portfolio

Simplify portfolio monitoring, analysis, and reporting with AIM portfolio tracking functionality. AIM users collect and report on information related to completed Investments into companies and other assets improving transparency, consistency, and compliance. AIM also collects time series data such as portfolio company financials at regular intervals and provides detailed reporting and analysis.

AIM fully integrates with: