AIM Mobile

Relationships and Data on-the-go

How AIM Mobile Helps Firms

Altvia understands that you need easy access to your network of stakeholders and CRM related data while on the go. With AIM, our Private Equity CRM, on the Salesforce App, you can view and update your data on any mobile device, anytime, making it easy to stay on top of your game. Dictate meeting notes, generate tear sheets, view reports, and more with AIM Mobile.

The benefits [of AIM] clearly outweighed any doubt – a Private Equity CRM solution built on one of the world’s largest cloud platforms along with ubiquitous access 24x7x365 via any Internet-connected device. We made the change and never looked back.

Steve Darrington

Phoenix Equity Partners


Leave your laptop

Instantly access contact information, pipeline progress, and deal next steps. No longer sift through paper meeting notes to update your team with on-the-fly mobile access and searchable contact and account records.


  • View, edit, and add records
  • Access key reports and dashboards
  • Create tasks on-the-go

Features You Need. Ease of Use You Want.

Successful fund managers and IR professionals move quicker than ever. The new and improved mobile app has the advanced features you need to win more deals. 

  • Record notes through dictation
  • Store your favorites for quick access
  • Generate tear sheets on-the-go


Go further with Mobile-First Views

Your AIM app should work for you, so take it to the next level with mobile-specific layouts and streamlined mobile views. Keep deep information in your system and view only what you need in the app.


  • Personalize your navigation and notifications
  • Streamline contact, deal pages, and more


AIM Mobile makes your team successful

View, edit, and add records offline

Access key reports and dashboards

Dictate meeting notes


Store favorites for easy access


Personalize navigation and notifications 


Streamline records and pages


Create tasks for you and others on-the-go


Generate tear sheets immediately


The Smartest CRM for Private Equity

Close the loop on communications and contacts with Altvia Correspond and AIM.

Guide: 4 Stages of the Investor Experience

Differentiate and improve your investor relationships while raising funds and more

BLOG: Transform PE Communications

Find greater optimization and efficiency with industry-specific tools

CASE STUDY:Crosslink Capital

Crosslink uses AIM to turn their Salesforce database into a fund management database.

Want to get started?