Application Experts

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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.

PULSE helps organizations track and benchmark financial, operational, environmental and social data to better demonstrate impact.

PULSE is built on the salesforce.com platform. Salesforce.com is the leader in Customer Relationship Management (CRM) computing. Because of its cloud-based and open architecture, it is also redefining what “CRM” means. Without salesforce.com, there is no PULSE. It’s the foundation. It’s very important for organizations to understand that an experienced salesforce.com administrator is required to install and use PULSE effectively.

But salesforce.com is a powerful tool with many advantages for you and your organization. Salesforce.com offers free subscriptions to non-profits so your organization can take advantage of the most powerful CRM tool available in addition to the PULSE product. Because both run from a shared data center (“the cloud”) there is no software to install and none to upgrade. You simply log in and start using it and customizing it.

At its core, PULSE has three main components:

1. Collecting PULSE is an easy-to-use repository for user defined or IRIS impact metrics. Data is entered through a web based interface with a classic salesforce.com look and feel. Your data is secure, and data sent to the IRIS aggregator for benchmarking is anonymous and confidential.

2. Reporting PULSE allows for reporting across different metrics. You can select specific metrics, groups of metrics, and can flag them as confidential. Reports can be saved as Reporting Groups for common reports.

3. Standardizing - IRIS PULSE comes pre-loaded with the IRIS taxonomy. These can be customized by your organization, but IRIS standards allow for collection of data across social impact organizations for industry benchmarking and reporting. As a PULSE user, you also have access to the aggregated IRIS data

App-X was chosen as the exclusive application partner because we are an application company dedicated to the salesforce.com platform, our ability to support applications like PULSE, and our complimentary products that can make PULSE a holistic relationship management powerhouse for your organization.