Cloud-based solutions for Alternative Asset Managers, Impact Investors and Private Equity
  • Home
  • Products
  • Blog
  • Company
  • Contact
  • Support

Your Insights. Realized.

The Heart of Social Impact.

PRIVATE EQUITY

AIM for Private Equity Managers

As a buyout or venture capital fund manager, AIM helps you become more efficient in both fundraising and deal sourcing.

With AIM, you can more effectively track potential investors and easily communicate with existing LP's. On the deal side, AIM lets you share due diligence and record details from each step in the due diligence process, ultimately letting you increase deal flow in a scalable manner.

Contact us for a demo
PRIVATE EQUITY

Streamline the Fundraising Process

AIM provides visibility into each stage of your 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.

PRIVATE EQUITY

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.

PRIVATE EQUITY

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, AIM helps you 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.

Solutions
All Solutions Family Offices Fund Managers Fund of Funds Hedge Funds Institutional Investors Pension Fund Managers Placement Agents Private Equity
Resources
Case Study: Plexus CapitalVideo: 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 ManagementView 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