AIM - Alternative Investment Management, Fund Management Software for Salesforce for Salesforce AppExchange
By Altvia
AIM - Alternative Investment Management, Fund Management Software for Salesforce is the #15 ranked lead and opportunity management app on Salesforce, with a 5.0 average rating from 39 reviews, with a free plan available, as of Sep 9, 2026.
AIM - Alternative Investment Management, Fund Management Software for Salesforce is a Salesforce AppExchange app by Altvia. With a rating of 5.0★ from 39 reviews, it currently ranks #15 in the Lead And Opportunity Management category.
AppRanks data: AIM - Alternative Investment Management, Fund Management Software for Salesforce ranks #15 in Lead And Opportunity Management on Salesforce AppExchange, placing it in the top 19% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
AIM - Alternative Investment Management, Fund Management Software for Salesforce is a category-leading Salesforce app with a limited review volume. It is listed in the Lead And Opportunity Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 39 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Free tier available — no card required to evaluate
- +Published by Altvia — established developer track record
Cons
- −Limited review base (39) — ratings can shift significantly with new feedback
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About AIM - Alternative Investment Management, Fund Management Software for Salesforce
How AIM - Alternative Investment Management, Fund Management Software for Salesforce 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.
- Automate Data Entry: Ditch manual, error-prone data entry. Transform data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.
Category rankings
As of Sep 9, 2026- Lead And Opportunity Management#15of 83Top 19%
- Finance#101of 545Top 19%
- Productivity#340of 1,660Top 21%
- Sales#360of 1,758Top 21%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
AIM - Alternative Investment Management, Fund Management Software for Salesforce ranks for 3 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #6
- 2.fundingRank #6
- Rank #11
Competitors & alternatives
AIM - Alternative Investment Management, Fund Management Software for Salesforce doesn't have curated competitor matchups yet. Other tracked lead and opportunity management apps on Salesforce:
Frequently asked questions
What is AIM - Alternative Investment Management, Fund Management Software for Salesforce?
AIM - Alternative Investment Management, Fund Management Software for Salesforce is an app for Salesforce. It currently holds a 5.0-star rating from 39 merchant reviews, and it has been listed on the marketplace since 2009. It is listed under the Lead And Opportunity Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Altvia.
Who uses AIM - Alternative Investment Management, Fund Management Software for Salesforce?
AIM - Alternative Investment Management, Fund Management Software for Salesforce is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Lead And Opportunity Management category on Salesforce.
Where does AIM - Alternative Investment Management, Fund Management Software for Salesforce rank on Salesforce?
AIM - Alternative Investment Management, Fund Management Software for Salesforce currently sits at position #15 in the Lead And Opportunity Management category on Salesforce. That places it in the top 18% of 83 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.