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General Information

Offices

Corporate Headquarters
590 Burbank St.
Suite 220
Broomfield, CO, 80020
USA

People

Funding

TOTAL $18k
FUNDING TOTAL $18k
Seed, 5/2008
Techstars
$18k

Competitors

Tags

Application Experts

Application Experts (App-X) is the leading provider of flexible, web-based software solutions for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors.

Recent Milestones

  • Check
    Application Experts — Application Experts Announces the Release of ShareSecure Data Room (10/15/13)
    Posted 11/15/13 at 8:58am via prweb.com
  • Check
    Application Experts — App-X Receives B Corporation Re-Certification (9/18/13)
    Posted 9/23/13 at 10:22am via app-x.com
  • Check
    Application Experts — Application Experts Announces 1,000 User Mark For AIM Fund Management Software (5/10/13)
    Posted 5/23/13 at 6:55am via app-x.com
  • Check
    Application Experts — Application Experts Announces Webinar Series For Clients Using AIM Fund Management Software (5/9/13)
    Posted 5/23/13 at 6:54am via app-x.com
  • Check
    Application Experts — Tenth Street Becomes the Newest AIM Client (4/4/13)
    Posted 5/23/13 at 6:54am via app-x.com
  • Check
    Application Experts — App-X Welcomes Donald Davis to the Team (3/13/13)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — App-X's Jeff Williams Featured in PE Manager Magazine (1/31/13)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — Millstone Group Brings on AIM to Manage Fundraising and Investor Relations (1/30/13)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — App-X Sponsoring Upcoming National Summit for Middle Market Funds (10/23/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — App-X Joins other Colorado-based Businesses to Launch "Colorado Entrepreneurial by Nature" (10/22/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — Beth Busenhart's Article "Impact Investing: Using the Right Tools" Appears in Stanford Social Innovation Review (10/18/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — Trilogy Implements AIM Fund Management CRM to Streamline Operations (10/2/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — Kevin Kelly Answers 5 Questions about Impact Investing in Emerging Markets ESG (10/1/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — TechStars Using AIM for Fundraising, Investment Tracking, and Managing Their Collective Networks (9/11/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — Beth Busenhart Featured on CSRwire Defining Sustainability Acronyms and Terms (8/14/12)
    Posted 3/25/13 at 2:39pm via app-x.com
  • Check
    Application Experts — University of Minnesota Added to List of Endowments Using AIM (7/13/12)
    Posted 3/25/13 at 2:39pm via app-x.com

Videos

Above:

The All-New AIM

Added: 7/23/13
Above:

Track Fundraising Progress

Added: 3/25/13
Above:

Organize Investment Opportunities

Added: 3/25/13
Above:

Manage Contacts and Interactions

Added: 3/25/13
Above:

ShareSecure

Added: 11/15/13
Above:

Allow Users to Submit Deals or Funds from the Web

Added: 3/25/13
Above:

AIM Investor Correspondence

Added: 7/23/13

Screenshots

Products

AIM

Websiteapp-x.com/aim
StageLive
Tags alternative-asset-management, cloud-computing, salesforce, crm, private-equity-software, fundraising-software, fund-management-software, venture-capital-software

AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

Contact and Interaction Management -Store information on all the contacts and organizations with whom you communicate -Record details of every meeting, call, and email exchanged with those contacts -Schedule follow up tasks and receive reminders -Centralize institutional knowledge

Investing -Track your pipeline of prospective investments from beginning to end -Record details from each step of the due diligence process -Increase deal flow in a scalable manner -Ensure due diligence steps are performed accurately and on time -Demonstrate a thorough and regimented process to auditors and investors

Fundraising -Store information on prospective investors in your universe -Gain visibility into each stage of your fundraising pipeline -Automate generation and distribution of numbered PPMs and track with optional secure Data Room -Consolidates Limited Partner contacts and communication preferences

Portfolio Management -Simplifies ongoing portfolio monitoring, analysis and reporting -Improves transparency, consistency, and compliance

CRM systems are designed to track customers and forecast sales activity. AIM, by Application Experts, transforms the market’s leading CRM platform, Salesforce.com, into a complete front office solution for Fund Managers and Institutional Investors.

Using AIM means better communication with limited partners and attracting and retaining more in the future. It means a deeper understanding of all the investments in your universe, your pipeline, and your portfolio. It means more time spent investing and fundraising, and less time hunting for information and preparing for meetings.

Videos

Above:

The All-New AIM

Above:

Track Fundraising Progress

Above:

Manage Contacts and Interactions

Above:

Allow Users to Submit Deals or Funds from the Web

Above:

AIM Investor Correspondence

ShareSecure Data Room

Websiteapp-x.com/sharesecure
Tags data-room

ShareSecure is a stand-alone Virtual Data Room (VDR) solution that integrates with Salesforce.com.

ShareSecure uses enterprise-grade security to protect your sensitive documents. Users can customize ShareSecure by presenting your users with a custom-branded login screen. And ShareSecure is available from any modern browser with a working Internet connection.

Videos

Above:

ShareSecure Virtual Data Room

Above:

ShareSecure and Salesforce Integration

Traffic Analytics

Compete

App-x

Sources

  1. TechStars Demo Day: Acquisitions Galore As Twelve Companies Strut Their Stuff (techcrunch.com) [edit]
  2. New Product Release: AIM Portal (app-x.com) [edit]
    B Corp Website (bcorporation.net) [edit]
    App-X Website (app-x.com) [edit]
    Hedge Fund Proprietary Capital Becomes New AIM Client (app-x.com) [edit]
    Charter School Growth Fund Brings on AIM to Manage Fundraising (app-x.com) [edit]
    Caltech Using AIM for Fund Tracking (app-x.com) [edit]
    Fund Advisor FPG Leverages AIM to Track Fundraising Efforts (app-x.com) [edit]
    VC Firm NEA Implements AIM for Fundraising (app-x.com) [edit]
    PULSE Adopters Named Among Forbes' Top Social Entrepreneurs (app-x.com) [edit]
    PULSE Product Manager Beth Busenhart Featured on "Socially Conscious Investing" (app-x.com) [edit]
    Ashden Adopts PULSE to Track progress and impact of Award Winners (app-x.com) [edit]
    Harbour Group Tracking Their Deal Pipeline Using AIM from Application Experts (app-x.com) [edit]
    Beth Busenhart Talks Impact Investing in ColoradoBiz Magazine (app-x.com) [edit]
    App-X CEO and Co-Founder featured in Boulder Daily Camera (app-x.com) [edit]
    IDB Extends the Functionality of PULSE with Custom Enhancements (app-x.com) [edit]
    App-X CEO Kevin Kelly Talks about Embracing the Cloud in ColoradoBiz Magazine (app-x.com) [edit]
    Application Experts Donates Software Consulting Services to Support The Chanda Plan Foundation’s Goal of Alternative Therapies for People with Disabilities (app-x.com) [edit]
    App-X To Share Technology Strategies For Impact Data Management During ANDE Metrics Conference (app-x.com) [edit]
    Application Experts Launches Streamlined New Web Site (app-x.com) [edit]
    Equilibrium Capital Group Using AIM for Fundraising (app-x.com) [edit]
    App-X's Beth Busenhart Discusses GIIRS, Measurement Tools on CSRwire (app-x.com) [edit]
    The Rockefeller University Using AIM to Streamline Manager Research and Tracking (app-x.com) [edit]
    University of Minnesota Added to List of Endowments Using AIM (app-x.com) [edit]
    Beth Busenhart Featured on CSRwire Defining Sustainability Acronyms and Terms (app-x.com) [edit]
    TechStars Using AIM for Fundraising, Investment Tracking, and Managing Their Collective Networks (app-x.com) [edit]
    Kevin Kelly Answers 5 Questions about Impact Investing in Emerging Markets ESG (app-x.com) [edit]
    Trilogy Implements AIM Fund Management CRM to Streamline Operations (app-x.com) [edit]
    Beth Busenhart's Article "Impact Investing: Using the Right Tools" Appears in Stanford Social Innovation Review (app-x.com) [edit]
    App-X Joins other Colorado-based Businesses to Launch "Colorado Entrepreneurial by Nature" (app-x.com) [edit]
    App-X Sponsoring Upcoming National Summit for Middle Market Funds (app-x.com) [edit]
    Millstone Group Brings on AIM to Manage Fundraising and Investor Relations (app-x.com) [edit]
    App-X's Jeff Williams Featured in PE Manager Magazine (app-x.com) [edit]
    App-X Welcomes Donald Davis to the Team (app-x.com) [edit]
    Tenth Street Becomes the Newest AIM Client (app-x.com) [edit]
    Application Experts Announces Webinar Series For Clients Using AIM Fund Management Software (app-x.com) [edit]
    Application Experts Announces 1,000 User Mark For AIM Fund Management Software (app-x.com) [edit]
    CSRwire (app-x.com) [edit]
    Fund Management Software Company, Application Experts, Announces the Release of ShareSecure Data Room (prweb.com) [edit]
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Last Edited 1/23/14

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