About AIM

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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

AIM homepage screenshot
AIM fundraising dashboard screenshot
AIM interactions dashboard screenshot
AIM deals homepage screenshot
AIM investor correspondence screenshot
View 6 more
AIM video
AIM video
AIM screenshot: AIM homepage screenshot AIM screenshot: AIM fundraising dashboard screenshot AIM screenshot: AIM interactions dashboard screenshot AIM screenshot: AIM deals homepage screenshot AIM screenshot: AIM investor correspondence screenshot

Features

Total features of AIM: 28

  • Activity Dashboard
  • Asset Management
  • Auditing
  • Benchmarking
  • CRM Integration
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contract Drafting
  • Contract Management
  • Customizable Reporting
  • Email Alerts
  • Email Invitations & Reminders
  • Email Notifications
  • Lead Management
  • Multi-Channel Communication
  • Performance Metrics
  • Portfolio Management
  • Progress Reports
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Summary Reports
  • Territory Management
  • Workflow Management

Alternatives

A1 Tracker

4,9
#1 Alternative to AIM
A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across...

HarmonyPSA

4,5
#2 Alternative to AIM
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

EquityEffect

3,6
#3 Alternative to AIM
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private...

Financial Services Cloud

0
#4 Alternative to AIM
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized...

Reviews

Overall rating

4,8 /5
(8)
Value for Money
4,7/5
Features
4,8/5
Ease of Use
4,3/5
Customer Support
5/5

Already have AIM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 8
Brian K.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Outstanding Implementation, Looking Forward to Years of Partnership

Reviewed on 2020/08/12

Pros

I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team.

Cons

The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user.

Response from Altvia Solutions

Thank you for your kind words, Brian. We appreciate your product feedback. We are glad to hear you had a smooth implementation process. Best to you and your team for continued success. Thanks again!

Mike W.
Overall rating
  • Industry: Investment Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent CRM for Fund and Investment Management

Reviewed on 2020/02/12

- The Altvia team has a firm understanding of the investment world and private equity in...

- The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams.
- Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry.
- Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data.

Pros

- Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way.
- All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff
- Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management

Cons

- It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve.
- Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process.

Response from Altvia Solutions

Thank you for your review, Mike. We appreciate your feedback. We are glad to hear your positive experience with our team and that support has been of excellent quality. Best to you and your team for continued success. Thanks again!

Mary K.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great CRM for Private Markets

Reviewed on 2021/01/25

Pros

Altvia is well-structured and customizable for a private market investor. The Salesforce basis of the product is very helpful because of the additional accessible resources. The Altvia team is exceptionally attentive, responsive, and thoughtful, and they have meaningful institutional knowledge due to their experience with such a broad variety of private market investors. They have a solution or work-around for just about anything we propose.

Cons

It is not a small task to get a CRM off the ground and get a full team to use it so that the reporting is valuable, regardless of the platform used. The Altvia team was very helpful in achieving this, though. Also, due to the Salesforce basis of the product, there are a few limitations to what can be customized (similar to Salesforce).

Response from Altvia Solutions

Mary, thank you for your review. We're so happy to hear about your positive experience with our team. Best to you and your team for continued success. Thanks again!

Masahiro S.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

super flexible

Reviewed on 2020/11/30

Pros

Most of my use cases are covered by the standard features. In case no standard features are available, the Altvia onboarding team was able to arrange simple customization.

Cons

Like any other SalesForce based system, the system requires a good amount of user training.

Response from Altvia Solutions

Masahiro, thank you for your review. We appreciate your feedback. We are happy to hear that our onboarding team was helpful and able to set up customizations. Best to you and your team for continued success.

Dawn C.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Customizing Reports is Easy

Reviewed on 2020/08/10

Since we log deals and manage investors, its great to have all the details accessible in the same...

Since we log deals and manage investors, its great to have all the details accessible in the same place.

Pros

I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files.

Cons

If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries.

Response from Altvia Solutions

Thank you for your review! We appreciate your product feedback. We are happy to hear that support has been helpful and reporting is effective. Best to you and your team for continued success. Thank you!

Showing 5 reviews of 8 Read all reviews

AIM FAQs

Below are some frequently asked questions for AIM.

AIM offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

The product is available on an annual subscription pricing. Contact Altvia for pricing details.

AIM offers the following features:

  • Asset Management
  • Benchmarking
  • CRM Integration
  • Client Management
  • Lead Management
  • Marketing Management
  • Performance Metrics
  • Portfolio Management
  • Territory Management
  • Workflow Management

AIM has the following typical customers:

Small Business, Mid Size Business

AIM supports the following languages:

English

We do not have any information about what devices AIM supports

AIM integrates with the following applications:

Salesforce Sales Cloud, Trillian, ePayPolicy

AIM offers the following support options:

Phone Support

Related categories

See all software categories found for AIM.