AI BUILT FOR PRIVATE CAPITAL.
AIMe is your always-on AI assistant, purpose-built for the complexities of private capital. From the road to the office, AIMe surfaces insights, automates tasks, and simplifies data entry—so you can spend less time navigating systems and more time executing deals and building relationships.
Unlock Productivity and Drive Faster Outcomes
At its core, AIMe is built for the complexities of private capital. It helps your firm make smarter decisions faster by eliminating the friction of fragmented data, slow adoption, and tedious workflows. AIMe isn’t here to replace human expertise—it’s here to remove the admin burden and give professionals time back to focus on what actually drives value.
Connect and Activate Your Data
AIMe bridges front-end inputs (email, point solutions, CRM), the tools where you actually work (spreadsheets, Slack, mobile), and your back-end data sources (data lake, integrations, etc.). It enables bi-directional data flow—surfacing what matters and writing back what’s needed.
Make Faster, Smarter Decisions
Information shouldn’t be a bottleneck. AIMe gives decision-makers real-time access to critical insights—surfaced directly from your firm’s data—so they can act quickly and confidently.
Simplify Data Entry at The Source
Manual logging slows everyone down. With AIMe, you can instantly log calls, summarize meetings, create tasks, and update records—all via natural language or voice. The result? More accurate data, less admin work, and a real-time view for the whole team.
Eliminate Admin Drag and Busy Work
Busy professionals should focus on high-value work. AIMe clears the clutter by automating repetitive tasks and reducing digital busywork, so your team can spend time where it matters most.
AIMe: Meet Your AI Assistant
Key Features For Every Team
AIMe helps your firm make smarter decisions faster by surfacing data at your fingertips when you need it most.
SAVE TIME WITH PURPOSE BUILT AI.
How AIMe Is Used Across Teams
- Search across your firm’s dataset: Find critical data in seconds—across CRM, files, emails, and beyond.
- Query your data with natural language: Ask a question, get an answer. No more clicking through tabs.
- Automate tasks and workflows: Boost productivity with AI purpose-built to understand your workflow.
RAISE CAPITAL
How Fundraising Teams Use AIMe
- Instantly query contacts, relationships, and LP activity
- Update records and create follow-ups on the fly
- Track and summarize pipeline progress
- Summarize investor interactions and calls
- Draft personalized investor outreach emails
- Score interaction sentiment via the Sentiment Agent
- Research prospects with AIMe’s Research Agent
DEPLOY CAPITAL
How Investment Teams Use AIMe
- Enter key data faster via natural language
- Summarize companies or deals
- Track pipeline activity with one query
- Draft origination emails
- Conduct market research using the Research Agent
Schedule a Demo ➔
You’ll be amazed at what Altvia can do for you and your team. Let’s talk and see how we can help.
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