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Securely Share Documents with the Click of a Button.

AIM Portal is a completely integrated addition to AIM that allows users to securely store sensitive documents within AIM that can be shared with external parties via a secure web Portal and it eliminates the need to email sensitive documents to external parties. 



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Can be used for: Investor Portal ∣ LP Portal ∣ Data Room ∣ Integrated Document Sharing Portal

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AIM Portal Key Features

Investor Relations

Securely share:
  • Capital Statements
  • K-1's
  • Capital call notices
  • Distribution notices

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Fundraising

  • Securely deliver customized PPM's, providing an audit trail for compliance
  • Provide access to secure due diligence packages and other fundraising documents
  • Provide a central location from which investors can retrieve Limited Partner Agreements
  • Track individual prospects' login and download history
  • See which documents are downloaded most often
  • Track who your most active prospects are
  • Provide each investor with his or her own unique login credentials

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Secure Document Exchange

Store and provide user-specific access to:
  • Term sheets
  • LOI's
  • Marketing materials
  • Prospectuses
  • Merger agreements
  • Patent filings

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Portal also fully integrates with

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See AIM Portal in action



AIM Portal Screenshot




Portal Dashboard

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     More info on AIM Portal




Application Experts, LLC
590 Burbank St., Suite 220
Broomfield, CO  80020

Toll free: 800-914-9120
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