AIM Pricing, Features, Reviews & Comparison of Alternatives

AIM

Cloud-based private equity CRM solution for Salesforce

5.0/5 (2 reviews)

AIM overview

What is AIM?

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.
altvia.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
AIM screenshot: AIM homepage screenshotThe Private Equity Solution on the Salesforce® Platform from AltviaAIM screenshot: AIM fundraising dashboard screenshotAIM screenshot: AIM interactions dashboard screenshotAIM screenshot: AIM deals homepage screenshotAIM screenshot: AIM investor correspondence screenshotAltvia: Premier Platform for Alternative Investing

AIM reviews

Excellent
2

Very good
0
Average
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Poor
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Terrible
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Value for money
Features
Ease of use
Customer support
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Mike Williamson

Excellent CRM for Fund and Investment Management

Used daily for 2+ years
Reviewed 2020-02-12
Review Source: Capterra

- The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams. - Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry. - Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data.

Pros
- Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way. - All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff - Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management

Cons
- It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve. - Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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James Medcalf

Great tool for managing and reporting on portfolio performance.

Used daily for 2+ years
Reviewed 2020-03-25
Review Source: Capterra

Pros
Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality.

Cons
More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions.

Response from Altvia Solutions


Thank you for your review! We appreciate your product feedback. Glad to hear that support has been of excellent quality and reporting is effective for investors. Best to you and your team for continued success. Thanks again!

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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AIM pricing

Pricing options
Subscription
View Pricing Plans

The product is available on an annual subscription pricing. Contact Altvia for pricing details.

AIM features

Activity Dashboard
Compliance Management
Customizable Reporting
Real Time Data
Reporting & Statistics
Workflow Management

API (279 other apps)
Accounting Integration (163 other apps)
Accounting Management (182 other apps)
Audit Trail (138 other apps)
Automatic Notifications (169 other apps)
Billing & Invoicing (187 other apps)
Data Import/Export (180 other apps)
Electronic Payments (173 other apps)
Expense Tracking (164 other apps)
Financial Analysis (130 other apps)
Invoice Management (235 other apps)
Invoice Processing (152 other apps)
Multi-Currency (166 other apps)
Third Party Integration (212 other apps)

Videos and tutorials

Additional information for AIM

Key features of AIM

  • Account Alerts
  • Compliance Reporting
  • Fund Management
  • Investment Management
  • Investments Tracking
  • Investor Management
  • Multi-Portfolio Management
  • Private Equity
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