AIM Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based private equity CRM solution for Salesforce

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AIM overview

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.


Pricing options
Value for money
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Business size



United States

Supported languages

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

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AIM pricing

Pricing options
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 (197 other apps)
Accounting Integration (138 other apps)
Accounting Management (132 other apps)
Automatic Notifications (120 other apps)
Billing & Invoicing (137 other apps)
Data Import/Export (121 other apps)
Electronic Payments (126 other apps)
Expense Tracking (129 other apps)
Financial Analysis (99 other apps)
Invoice Management (184 other apps)
Invoice Processing (113 other apps)
Multi-Currency (117 other apps)
Receiving (97 other apps)
Third Party Integration (127 other apps)

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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