- Category rank
- #14 in Lead And Opportunity Management
- Listing audit
- 66/100
AIM - A Purpose-Built CRM for Private Capital Markets is a Salesforce AppExchange app by Altvia. With a rating of 5.0★ from 39 reviews, it currently ranks #14 in the Lead And Opportunity Management category.
AIM - A Purpose-Built CRM for Private Capital Markets is the #14 ranked Lead And Opportunity Management app on Salesforce, with a 5.0 average rating from 39 reviews, as of Nov 6, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 6, 2026
AIM - A Purpose-Built CRM for Private Capital Markets ranks #14 of 88 in Lead And Opportunity Management on Salesforce. It holds a 5.0★ average from 39 reviews on Salesforce.
Pros
- +5.0★ average across 39 reviews
- +Listed on Salesforce since 2009
Cons
- −Only 39 reviews — the average can still move with a few new ratings
About AIM - A Purpose-Built CRM for Private Capital Markets
How AIM - A Purpose-Built CRM for Private Capital Markets works
“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.
Key features
- Fundraising: Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
- Win More Deals: Streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
- Streamline Operations: Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
