Alternative Investment Management
Understand Your Pipeline, Fundraising and Investor Relations
How AIM Helps Firms
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future.
AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.
I think it [AIM] helped us to look at our data in a different way. We had been looking very high level and now we are able to break it down and be more specific. We have more accurate and more meaningful data — we can everything more real-time. We are a lot more efficient.
Benefits
Unleash The power of Relationships
Altvia’s CRM, AIM, allows you to collect and report on information related to the organizations and people with whom you interact. Leveraging Salesforce’s native Account/Company and Contact features with Altvia’s proprietary Connections and Interactions, AIM provides unparalleled levels of intelligence to your entire organization.
- Track detailed notes on calls, meetings, and emails
- 360-visibility by connecting Accounts and contacts to Deals, Funds, and Investor Records
- Email notifications to keep your team aligned
Track Fundraising and Investor Relations
AIM’s Fundraising functionality manages the capital raising process from start to finish, providing 100% clarity on the prospects you’re working with and those you’ve received commitments from. Together with AIM’s Interaction feature, AIM Fundraising provides a new level of detail on prospects and investors.
- Automatically generate, distribute and track PPMs
- Launch new fundraising efforts from previous fund data
- Follow real-time fundraising progress with rich reporting
Powerful portfolio management
AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds every piece of information you have on a potential investment — deal information, fund details, due diligence — allowing you to make informed and efficient decisions. Once you’ve built your portfolio, AIM provides powerful tools to track all performance-related aspects over time including valuation information and other critical metrics.
- Streamline due diligence with custom checklists for your evaluation stages
- Ensure compliance with a regimented process for auditors and investors
- Calculate meaningful ratios for direct investments
- Customize tracking to your firm’s preferred stages, investment types and asset classes
Instant AIM Data VisualizAtion
With a private equity CRM, the ability to visualize the best data on any screen is built in. Dashboards representing capital-raising, pipelines, and communications are easily configurable and end users have the ability to customize their interface to display the most relevant information. Dashboards will appear upon login or they can be scheduled to be run and emailed to any other users or groups of users at regular intervals.
- Gain unparalleled insight into your deal flow sources, valuation trends and more
- Use easy-to-configure dashboards to derive insights
- Subscribe to emails to stay on top of trends or open items
A POWERFUL, EASY-TO-USE PLATFORM
HIGHLIGHTS
AIM, the best private equity crm and portfolio management software has everything you need to succeedCloud-based, Private Equity CRM built on the Salesforce® platform
Lighting ready for fast navigation, powerful data visualization, and personalization
Effectively manage day-to-day operations and compliance
Desktop integration for Microsoft Outlook and Excel
Mobile application for easy access to AIM data or log calls and meetings from your phone
Purpose-built modules specific to Private Equity
Integrated communications including mass or secure email services
No database or hardware to maintain
Resources
Email for Private Equity
AIM integrates with Outlook and Gmail to help you take your relationships to the next level.
Guide: Data for Private Equity
How firms use data and technology to gain a competitive advantage.
BLOG: Efficiency for fund managers
Security, transparency and access to data are basic requirements for fund managers.
CASE STUDY:RCP ADVISORS
RCP Advisors uses AIM to make better decisions with access to deeper insights and better reporting.