AIM for Institutional Investors

AIM helps you streamline solicitations, understand your universe of investment funds, and track your relationships with fund managers.

An ideal fit for organizations that have outgrown spreadsheets, AIM lets you capture research and easily prepare for investment committee meetings. Also, AIM helps you track performance and consolidates information from multiple sources.

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

Pipeline Tracking from Discovery to Investment

AIM lets you track funds in your pipeline from research to investment.

With AIM, you can collect and report on information related to funds, recording details from each step of the research process and ensuring that allocation guidelines are followed. Then AIM lets you easily prepare and print fund manager tear sheets.

Company-wide Tracking Across your Entire Portfolio

Simplify portfolio monitoring, analysis, and reporting with AIM portfolio tracking. As an institutional investor, AIM lets you collect and report on information related to completed investments, improving transparency, consistency, and compliance. AIM also collects fund performance metrics at regular intervals and provides detailed reporting and analysis.