AIM
A Purpose-Built CRM for Private Capital Markets
By AltviaFinance
- Rating
- 5.0
- Reviews
- 39
- Pricing
- Free to install
- Listed since
- 2009
About AIM
Powering PE, VC, and Fund Management with Intelligent Software.
“AIM has brought efficiencies to every facet of our business – fundraising, marketing, deal execution and fund administration. The Altvia team understands what we do and they have changed how we manage our business.” - Michael Painter, Plexus Capital
AIM is used by a wide variety of organizations across the Alternative Asset Management industry including buyout funds, VC funds, funds of funds, and institutional investors such as educational endowments family offices, pension funds.
AIM users are leaders in the Alternative Asset community and subsequently, AIM has been developed with a unique perspective on the Private Equity world from the viewpoint of both an LP and a GP. The result is a continually-evolving and feature-rich product that is flexible enough to handle any investing scenario.
Highlights
- Fundraising: Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
- Win More Deals: Streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
- Streamline Operations: Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
- Automate Data Entry: Ditch manual, error-prone data entry. Transform data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.
Screenshots
Image 1 of 4
Pricing
Free to install.
We operate with a predictive pricing model. Please reach out to us at sales@altvia.com for your customized quote.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on March 25, 2019
- Industries
- Financial Services
- Languages
- English
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