AIM for Family Offices

AIM is designed to meet the specialized client management, investment management, and reporting requirements of single-family and multi-family offices.

As a family office manager, AIM helps you more effectively track and communicate with clients.  On the investment side, AIM lets you track due diligence on fund managers and manage your investment portfolio across multiple asset classes, allowing you to systematically increase portfolio returns and ultimately attract more investors.

CRM designed for Alternative Investment Managers

AIM helps you centralize institutional knowledge by collecting and reporting on information related to the organizations and people with whom you interact.

AIM also includes specially-designed features to help you track connections between contacts and keep a record 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.

Then, you 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. As a family office manager, you can 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 you with detailed reporting and analysis.