AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations and workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, and more.
AIM offers a range of features such as client management, performance metrics, fund and portfolio management, benchmarking, modeling and simulation, data import/export, and compliance reporting. The platform helps investment advisors, investors and traders track fundraising and stakeholder relationships. AIM enables businesses to report information on organizations and connections, and also allows users to track calls, meetings and email notes with instant notifications.
AIM helps corporations manage the complete capital raising process lifecycle with detailed information on prospects, as well as investors. The platform lets users automatically generate, distribute and track private placement memorandums (PPMs) with a real-time progress overview. The portfolio management feature facilitates detailed insights into deal information, funds and direct investment ratios. AIM ensures compliance with due diligence to facilitate auditing.
Software by Altvia Solutionsaltvia.com