Creating Better Reports Faster with AIM Fund Management Software

Jeff Williams, VP Products

By Jeff Williams

Its been almost a year since we published our “Automate Monday Morning Reports” document and its probably worth mentioning a few things that have happened in the world of AIM, fund management software, reporting since then.

As always, AIM reports are a great way to reduce the amount of time your team spends creating reports for your Monday morning meetings. In my time as both an analyst and associate, I know that a lot of stress (and weekend plans!) could have been saved by automating the creation of the reports we needed rather than the last minute, time-intensive pulling of data, calendars, emails, and notebooks that not only took valuable time, but just didn’t scale.

But since this document was published, we’ve added an entire suite of reports that come with AIM out of the box. It used to be that you explained what reports you needed and we built them for you. Now, more than likely the reports you need already exist in AIM and you can start using them on day 1. That means less time getting up and running and less cost because you don’t have to hire us to build reports for you. Hey – there might even be some reports you wouldn’t have thought to ask us for!

A second big development in the last year is that we’ve made huge feature updates to the portfolio management software and metrics capabilities of reporting in AIM, primarily as it relates to tracking the portfolio companies of funds you’re invested in. While this functionality only applies to institutional investors and funds of funds, those AIM users can now report in more detail on the status of each company their funds are invested in, how much has been invested, when it was invested, and the maturity of each of those investments, among other things. While the potential for analysis with this type of data (in a structured format) is limitless, it could offer pretty interesting insights into the maturity of your fund portfolios across different geographies, for example. Or use it to compare your fund portfolio against the private equity industry benchmarks for time-to-liquidity. At the very least, get the data off of the paper and get it into a format that can be used to produce those reports and ad-hoc queries you’re spending so much time on!

Read the original post below and check out the sample reports.


It’s after 10 pm on a Friday night. Are you still working on reports for your Monday morning meeting?

What if compiling reports for Monday morning meetings was as easy as the click of a button?” If your Fridays are spent compiling spreadsheets, formatting reports, and emailing your team to get the latest deal information, find out how AIM can provide you with custom reports at the click of a button.