Cloud-based solutions for Alternative Asset Managers, Impact Investors and Private Equity
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Your Insights. Realized.

The Heart of Social Impact.

FUND OF FUNDS

AIM for Funds of Funds

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. AIM also lets you share due diligence and record details from each step in the due diligence process, ultimately leading you to better, more timely investments.  And with robust reporting, AIM helps you stay on top of fundraising and investing.

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FUND OF FUNDS

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 monitor connections between contacts and keep track of every meeting, call, and email.

FUND OF FUNDS

Complete Investment Pipeline Tracking

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.

FUND OF FUNDS

Company-wide Tracking Across your Entire Portfolio

Simplify portfolio monitoring, analysis, and reporting with AIM portfolio tracking. As a fund of funds 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 detailed reporting and analysis.

Solutions
All Solutions Family Offices Fund Managers Fund of Funds Hedge Funds Institutional Investors Pension Fund Managers Placement Agents Private Equity
Resources
Video: Allow Users to Submit Deals or Funds from the WebVideo: Manage Sensitive Documents with PPMs and AIM PortalCase Study: UTIMCOCase Study: RCP Custom ReportingCase Study: Investors Management CorporationAutomate Monday Morning ReportsCustomizing Salesforce for Fund ManagementAIM vs. the Consultant eBookView All Resources
Our Customers

"The functionality we enjoy is suited to helping us perform better analysis while also providing templates and reports that assure our investors and certain service providers (most notably auditors, of all forms) our process is thorough and documented. Today there is specific functionality we simply couldn't live without."

Sean Goodrich, Aether Investment Partners