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.
