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

Solutions for Foundations

For Foundations, AIM and PULSE combine to help fund managers track their investment process as well as the triple-bottom-line performance of the companies in which they invest.

AIM is designed to help fund managers better manage their contact information, interactions, documentation, and communication.

And PULSE goes beyond standard core financial KPI's such as COGS, EBIDTA, and Debt Equity Ratio to track various social and environmental metrics, some straight from the IRIS taxonomy, and others defined uniquely for the specific portfolio company investment. As metric data is entered, Foundations can monitor the effectiveness of each company and aggregate metric data, slicing it geographically or by sector served, or view metrics for the entire portfolio.

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Foundation 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.

Streamline Data Entry

PULSE Metric Data Entry Portal makes collecting metric data from outside organizations easy by letting partner organizations enter data directly into your system. PULSE Portal for Metric Data Entry provides portfolio companies a special-purpose, low cost, login that allows them to enter metric data values for specific PULSE Projects.

Aggregate across your Portfolio

Simplify portfolio monitoring, analysis, and reporting with the combined power of AIM and PULSE. Collect and report on information related to investments and then quickly aggregate the data to get a snapshot of financial and impact performance of your entire portfolio.