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AIM for Institutional Investors Streamline Fundraising and Investing for Endowments and FoundationsAIM can be uniquely configured for endowments and foundations to manage relationships and monitor research and investment activity across a variety of investments. AIM gives your team clearer visibility by sharing information about fundraising and investing and is an ideal fit for institutions that have outgrown spreadsheets and that lose visibility storing information in multiple applications. Additionally, AIM helps you to stay on top your investing with robust reporting. And with support from Application Experts' Institutional Investment specialists, knowledgeable help is just a call or email away.  |
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Text Area - AIM for Institutional Investors|
Institutional Investor clients include:     |
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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:  |