Your Insights. Realized.

AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

Manage Contacts and Interactions

Track and manage relationships with the people and organizations with whom you communicate.

• Store all of your companies and contacts in a shared database.
• Track every phone call, meeting, and email.
• More efficiently and effectively source deals, manage investor relations, perform due diligence, and prepare for calls and meetings.

Streamline Fundraising

Track fundraising progress in real time across your organization and proactively manage relationships through a shared, centralized system designed specifically for Alternative Asset Fund Managers and Investors.

• See where each investor is in your fundraising pipeline
• Automate generation and distribution of numbered PPMs and track them with the optional AIM Portal
• Consolidate Limited Partner contacts and communication preferences

Organize Investing Opportunities

Monitor investments through the entire evaluation process in a scalable manner and centralize institutional knowledge related to investment due diligence and portfolio management.

• Track your pipeline of prospective investments from beginning to end
• Record details from each step of the due diligence process
• Demonstrate a thorough and regimented process to auditors and investors

AIM Portal

Share documents with the click of a button with AIM Portal, a completely-integrated addition to AIM that allows users to securely store and share sensitive documents online.

• Share documents via a secure web Portal
• Eliminate the need to email sensitive documents to external parties
• Track all login and download activity within the portal