About Alternative Investment Management

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it allows users to track and store communication across calls, emails and meetings.

AIM’s fundraising functionality automatically generates, distributes and tracks private placement memorandums (PPMs). Additionally, users can view the progress of multiple events in real-time via engaging reports. Its deal tracking module enables teams to handle investment pipelines with deal information, fund details, metrics and custom checklists for evaluation.

AIM offers a customizable dashboard, which provides insights into deal ...


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4 Reviews of Alternative Investment Management

Overall rating

5.00 / 5 stars

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August 2020

Brian from Equitable Facilities Fund, Inc

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Outstanding Implementation, Looking Forward to Years of Partnership

Pros

I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team.

Cons

The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user.

Reasons for Choosing Alternative Investment Management

We choose AIM for: - Functionality - Power of Salesforce platform - Comfort of more standardized implementation and strong on-going support - Alternative investment niche - Price / value proposition

Response from Altvia Solutions

Replied August 2020

Thank you for your kind words, Brian. We appreciate your product feedback. We are glad to hear you had a smooth implementation process. Best to you and your team for continued success. Thanks again!

February 2020

Mike from Tecum Capital

Company Size: 11-50 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Excellent CRM for Fund and Investment Management

- The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams. - Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry. - Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data.

Pros

- Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way. - All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff - Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management

Cons

- It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve. - Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process.

Reasons for Choosing Alternative Investment Management

- We weren't comfortable signing onto a captive product that could present business continuity risk, captive product support, and limited ability to self-perform changes to the system. - AIM's experience and tenure within the investment-specific CRM arena made them stand out from other groups.

Response from Altvia Solutions

Replied August 2020

Thank you for your review, Mike. We appreciate your feedback. We are glad to hear your positive experience with our team and that support has been of excellent quality. Best to you and your team for continued success. Thanks again!

August 2020

Dawn from Huron Capital

Company Size: 11-50 employees

Industry: Venture Capital & Private Equity

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Customizing Reports is Easy

Since we log deals and manage investors, its great to have all the details accessible in the same place.

Pros

I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files.

Cons

If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries.

Reasons for Choosing Alternative Investment Management

I was not here when the company made the change to Salesforce.

Response from Altvia Solutions

Replied August 2020

Thank you for your review! We appreciate your product feedback. We are happy to hear that support has been helpful and reporting is effective. Best to you and your team for continued success. Thank you!

March 2020

James from AgDevCo Limited

Company Size: 11-50 employees

Industry: Venture Capital & Private Equity

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Functionality

5.0

March 2020

Great tool for managing and reporting on portfolio performance.

Pros

Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality.

Cons

More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions.

Response from Altvia Solutions

Replied March 2020

Thank you for your review! We appreciate your product feedback. Glad to hear that support has been of excellent quality and reporting is effective for investors. Best to you and your team for continued success. Thanks again!