Case Study: Edge Natural Resources Is on Top of Their Game with an Integrated CRM Solution from Altvia
Edge Natural Resources is an energy private equity firm that focuses on opportunities in upstream exploration and development.
CASE STUDY: CRESTONE CAPITAL SAVES HUNDREDS OF HOURS WITH AIM AND INVESTOR CORRESPOND
Crestone Capital delivers a suite of fully-integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With over 25 years of experience and approximately $2.3 billion in assets...Case Study: Crosslink Uses AIM to Turn Their Salesforce Database into a Fund Management Database
Established in 1999, Crosslink Capital is a technology-focused, San Francisco-based investment firm whose investments range from early stage private companies to well-established public corporations.
Case Study: TechStars Uses AIM to Get Organized and Facilitate Future Growth
Based in Boulder, Colorado, Techstars provides seed funding, intensive mentorship, and access to a network of mentors and alumni in exchange for equity in high-tech startups. Techs…
Case Study: AIM Saves Morehead from Complex and Costly Legacy Data Management
Morehead Capital is a Raleigh-based investment partnership focused primarily on the restaurant and technology industries. Historically, database management had been a heada…
Case Study: Plexus Institutionalizes Their Processes and Creates a Leverageable Platform for Growth by Installing AIM
To accommodate the increased reporting requirements and reduce the extra administrative work of managing their growing portfolio, Plexus Capital implements AIM by Application Exper…