Private Equity firms need a product suite that consolidates, integrates and organizes data for greater operational efficiency and transparency. Manage relationships, deal flow, fundraising, and reporting to have complete visibility into deals, investors, and processes. Leverage your insights and maximize the return on your investment with an easily adaptable and completely integrated private equity software system.
Manage Contacts and Data Seamlessly
Administer your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform. Increase efficiency and handle large numbers of prospects, deals, and data with AIM.
- Maintain total visibility and awareness of your contacts, interactions, and activities anywhere in the pipeline
- Rapidly generate documents and internal and external reports
- Easy access to data or log calls and meetings on-the-go with a mobile application
Complete Fundraising Solution
Fundraising using Altvia means a clear, integrated process from start to finish: roadshow emails, capital commitments, and every task your team expects.
- Automatically generate, distribute, and track PPMs
- Tasks and integrated emails help ensure follow-ups never slip through the cracks
- Produce real-time fundraising progress with rich reporting and dashboards
Optimized, Efficient Deal Management
Understand critical information throughout all stages of the due diligence and investing process. Know where in the cycle your prospects are and have clarity on the next steps and team member action items.
- Associate contacts and companies to preferred stages, asset classes, and investment types to customize to your firm
- Summarize meetings, interactions, and next steps to partners to increase transparency through the firm
- Generate and distribute Tear Sheets easily
Powerful Investor Relations
Leverage reporting and communication capabilities with a branded investor portal to service investor demands and grow relationships. Log interactions, share documents, and create a thoughtful investor workflows for internal efficiency and external satisfaction.
- Seamless integration with a secure data room to ensure accuracy and compliance
- Collect and manage investor contacts and communication preferences and keep information up-to-date
- Use Correspond – Investor Edition to generate personalized capital call notices, PPMs, K1, and more
Business Intelligence and Data Analytics
With AIM, reporting and dashboards are built into the solution. Easily configure and customize to display the most relevant information. Or, take your data to the next level with Answers, a robust business intelligence solution.
- Gain unparalleled insight into deal flow sources, valuation trends and more
- Dashboards can be scheduled to be run and emailed to any other users or groups of users at regular intervals
- Reduce manual entry and the opportunity for error by integrating data sources into a single-source of truth
A POWERFUL, EASY-TO-USE PLATFORM
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AIM: Manage Contacts and Data
Understand your pipeline with the only platform built for PE on Salesforce.
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.