AIM for Placement Agents
AIM helps you track communications with and commitments from your universe of potential investors. It also helps you report back to the fund managers you represent.
An ideal fit for organizations that have outgrown spreadsheets and that lose visibility storing information in multiple applications, AIM provides you with up-to-the-minute, worldwide access to your organization's latest progress.Contact us for a demo
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.