Fund Management CRM Alternative Asset Management Software, Salesforce Private Equity, Private Equity Software Salesforce, Fund Management Software Salesforce, Fund Management CRM, Alternative Investment Software

AIM for Fund Managers

AIM is designed to help fund managers better manage their client information, interactions, documentation, and communication. With AIM, Fund Managers can more effectively track potential investors and easily communicate with existing LP's.

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

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

Download the case study to read about how fund manager IMC uses AIM for:

improved operational efficiencies
simplified reporting
streamlined due diligence processes

Fund Manager 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.

Streamline the Fundraising Process

AIM provides visibility into each stage of your fundraising pipleline by tracking interactions with each prospective investor and recording their communication preferences. AIM also lets you automatically generate and distribute individually numbered PPMs and track who receives them with the optional AIM Portal.

AIM fully integrates with: