AIM for Fund Managers

As a fund manager, AIM is designed to help you better manage your client interactions, documentation, communication, and processes.

With AIM, you can more effectively track potential investors and easily communicate with existing LP's.  On the deal side, AIM helps you systematize your due diligence process, and ultimately lets you increase deal flow in a scalable manner. Additionally, AIM helps you stay on top of fundraising and investing with robust reporting.

Streamline the Fundraising Process

AIM provides visibility into each stage of the fundraising pipeline by tracking interactions with each prospective investor.

AIM also lets you automatically generate and distribute individually numbered PPMs and with the optional AIM Portal, you can share PPMs and other documents in a secure data room.

CRM designed for Alternative Investment Managers

AIM helps your organization centralize institutional knowledge by collecting and reporting on information related to the companies and people with whom you interact. AIM also includes specially-designed features to help you monitor connections between contacts and keep 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.

Then, 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.