Built for Alternative Investment Firms
A holistic, industry-specific solution for Private Equity, Family Offices, and more Request a DemoPowering the Top Tier
A Purpose-Built PLATFORM
AROUND THE INDUSTRY
Mass Email Tool for Your Private Equity CRM System
5 Questions for a Mass Email Tool When it comes to selecting the right mass email tool to complement your private capital CRM, the options can be a bit overwhelming. Certainly there is no shortage of options available from simple mass-mail tools to full-blown...
SOLUTIONS FOR YOUR TEAMS
Deal Management
Manage your data, deal flows and reporting from sourcing to completion in a centralized system
INVESTOR RELATIONS
Optimize fundraising and grow your investor relations communications with a high touch investor experience
Firm Operations
Power your firm with technology: streamline tools, reporting, and processes to increase efficiency
Crosslink Capital Uses AIM to Turn their Salesforce® Database into a Fund Management Database
Phoenix Equity Partners Optimizes Their Operational Efficiency and Mobility with AIM
LFM MAKES THE SWITCH TO ALTVIA TO MAXIMIZE DEAL SOURCING & THIRD-PARTY APP INTEGRATIONS
RCP GETS INSIGHTFUL DATA & MORE EFFECTIVE DECISION MAKING THROUGH ENHANCED REPORTING
EMPOWERING EVERY USER
Our private equity software and services support your firm’s teams, providing a path to hundreds of integrations to boost your success.
We are proud to share:
5
Years in a Row
Inc 5000 Company
B Lab
Best for the World Award
3
Years in a Row
Mercury 100
13
Years in Business