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AIM - A Purpose-Built CRM for Private Capital Markets
Powering PE, VC, and Fund Management with Intelligent Software.
- Industries
- Financial Services
- Business Need
- ProductivityFinanceLead & Opportunity Management
- Requires
- None
Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Salesforce Editions
- EnterpriseUnlimitedForce.com
App Details
- Version
- AIM/3.298-AIM 3.298.0
- Listed On
- 06/15/2009
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 44Custom Tabs: 19Custom Apps: 1
- Lightning Components
- Global: 31App Builder: 10Community Builder: 1
- Languages
- English
Security
Additional Details
“AIM has brought efficiencies to every facet of our business – fundraising, marketing, deal execution and fund administration. The Altvia team understands what we do and they have changed how we manage our business.” - Michael Painter, Plexus Capital AIM is used by a wide variety of organizations across the Alternative Asset Management industry including buyout funds, VC funds, funds of funds, and institutional investors such as educational endowments family offices, pension funds. AIM users are leaders in the Alternative Asset community and subsequently, AIM has been developed with a unique perspective on the Private Equity world from the viewpoint of both an LP and a GP. The result is a continually-evolving and feature-rich product that is flexible enough to handle any investing scenario.
Need help?
Altvia
Broomfield, CO
Our Support team is committed to partnering with your firm to provide exceptional service and ensure your success. We offer a range of support services designed to help you maximize the value of our platform, from troubleshooting to best practices.