AIM


What is AIM?

"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."

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 management software.


AIM scored 91/100 in the Financial Services category. This is based on user satisfaction (100/100), press buzz (33/100), recent user trends (falling), and other relevant information on AIM gathered from around the web.

The score for this software has improved over the past month. What is this?


AIM Awards

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  • AIM
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Financial Services Market Radar

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AIM Product Overview


Languages: English

AIM Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe
  • Sales Automation
  • Pipeline Management

AIM FAQs

What are some applications AIM is commonly used in tandem with?

Integrate with outside tools like Datafox, Prequin, Pitchbook and more using the AppExchange

Does AIM integrate with any other apps?

Yes

Who are the main user groups of AIM?

A holistic, industry-specific solution for Private Equity, Family Offices, and more

Does AIM offer multi-user capability (e.g. teams)?

Yes

What is AIM generally used for?

Deal Flow & Fund Management

Does AIM offer guides, tutorials and or customer support?

Yes

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