Reporting Built for Private Equity
AIM comes out-of-the-box with industry-specific reports built based on best practices and feedback from clients within the industry. AIM also allows users to create print-ready reports with the click of a button. If you prefer to analyze data in spreadsheets, AIM can be configured to get data to and from Excel.
- Prepare for Monday meetings
- Create more transparency
- Report on performance
- Connect to systems and data sources like Preqin, Pitchbook, DataFox, and more
Compared to Salesforce Consultants
Consultants will likely need to start from scratch when building reports designed for Private Capital Markets. The construction of these reports will be based entirely on the feedback of the firm and likely will not be based on industry experience the consultant has. Ultimately, more time and money will be required to design and build insightful reports.
Create a Single Source of Truth
Our private equity software and services support your firm’s teams, providing a path to hundreds of integrations to boost your success.