Is AIM - Alternative Investment Management, Fund Management Software for Salesforce or Cloudsquare Broker - Loan Origination for MCA cheaper?

AIM - Alternative Investment Management, Fund Management Software for Salesforce is the cheaper option — it offers a free plan (free_to_install). Cloudsquare Broker - Loan Origination for MCA starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Which works better for small vs large Salesforce AppExchange stores?

AIM - Alternative Investment Management, Fund Management Software for Salesforce typically suits early-stage and growth-mode stores based on its review-base composition (39 reviews). Cloudsquare Broker - Loan Origination for MCA aligns more with early-stage and growth-mode stores (13 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

AppRanks

AIM - Alternative vs Cloudsquare Broker — Salesforce

AIM - Alternative Investment Management, Fund Management Software for Salesforce vs Cloudsquare Broker - Loan Origination for MCA

Side-by-side comparison · 24 data points

AIM - Alternative Investment Management, Fund Management Software for Salesforce

5.0·39reviews

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.

Shopifyfree_to_install

Change

1. Listing metadata

Field-level data

	AIM - Alternative Investment Management, Fund Management Software for Salesforce	Cloudsquare Broker - Loan Origination for MCA
Tagline	“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.”249 chars	“Losing deals because your CRM isn't streamlined, flexible, or robust? Try the best Merchant Cash Advance Software & CRM for Brokers and start using Salesforce with the most secure turnkey MCA CRM solution! 30-Day Money-Back Guarantee!”234 chars
Description	805 / 2000 chars40% used	1108 / 2000 chars55% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Altvia	Cloudsquare
Listed

At a glance

9 metrics · auto-computed

Feature comparison between AIM - Alternative Investment Management, Fund Management Software for Salesforce and Cloudsquare Broker - Loan Origination for MCA
Metric	AIM - Alternative Investment Management, Fund Management Software for Salesforce	Cloudsquare Broker - Loan Origination for MCA
Rating	5.0 ★	5.0 ★
Total reviews	★ 39	13
Free plan	★ Yes	—
Pricing	free_to_install	paid
Built for Shopify	—	—
Pricing tiers	—	1 tier
Listed features	4	★ 9
Languages	1 supported	1 supported
Listed since	Jun 2009	Aug 2018

Last updated	—	—

3. Features

As listed by each developer

AIM - Alternative Investment Management, Fund Management Software for Salesforce

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.

Cloudsquare Broker - Loan Origination for MCA

WHY CLOUDSQUARE We believe in growing people, ideas, and long-term partnerships with our customers. We achieve this is by developing Merchant Cash Advance software, powered by the #1 CRM, capable of evolving with our customers and supporting their growth
END-TO-END SOLUTION Built for Merchant Cash Advance Brokers, our MCA CRM manages the entire process, from lead to renewal and everything in between. Fund more and faster with our Merchant Cash Advance software & CRM!
INTELLIGENT  The #1 Merchant Cash Advance software & CRM, Cloudsquare Broker gives brokers the leading edge in technology with streamlined workflows and smart-filtering lender submissions, enabling your team to focus on closing more deals faster.
ONLINE APPLICATIONS WITH eSIGN Integrate your preferred solution with the top Merchant Cash Advance software & CRM. Signed forms automatically create and assign leads using predefined rules, streamlining the process and ensuring proper lead distribution.
INTELLIGENT SUBMISSIONS Reduce the burden on your Submission Desk. Streamline submissions by tracking lender relationships and their underwriting criteria in the #1 Merchant Cash Advance software & CRM. Every deal will suggest the best matching lenders!

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	AIM - Alternative Investment Management, Fund Management Software for Salesforce	Cloudsquare Broker - Loan Origination for MCA
advance	Not ranked	#1
renewal	Not ranked	#3
cash management	Not ranked	#7
working capital	#8	Not ranked

9. App details

Long-form description · keyword frequency

AIM - Alternative Investment Management, Fund Management Software for Salesforce

“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.

Top keywords

funds5×4.07%
aim4×3.25%
alternative2×1.63%
alternative asset2×1.63%
asset2×1.63%
business2×1.63%

Cloudsquare Broker - Loan Origination for MCA

Setup your Small Business Lending system on Salesforce faster, and without the time or expense of a custom build. Turn-key Merchant Cash Advance CRM - Ready to go, out of the box. No time-consuming or costly customization required Automated Applications & Workflows - Digital forms and documents synced to Salesforce and attach to the merchant’s account - Merchant details and funding terms automatically follow the Account Leads and Pipeline Management - Custom deal stages, tailored to the specific needs of the Merchant Cash Advance pipeline - Distribute your leads with custom rules or Round Robin Submission Channel - Save and store all your lending contacts, ISO’s and funding partners in Salesforce - Submit application packages to multiple lenders simultaneously Commissions Module & Renewals - Track and monitor receivables and payables - Automated renewal forecasting to plan and build a renewal pipeline Integrates with Ocrolus, Money Thumb, Plaid, Experian, DataMerch and more! Supports lender APIs including but not limited to Credibly, OnDeck, Fora, Kapitus, CAN Capital, Bitty

Top keywords

merchant4×2.41%
custom3×1.81%
pipeline3×1.81%
salesforce3×1.81%
account2×1.20%
advance2×1.20%
automated2×1.20%
build2×1.20%
cash2×1.20%
cash advance2×1.20%
funding2×1.20%
leads2×1.20%

AIM - Alternative Investment Management, Fund Management Software for Salesforce vs Cloudsquare Broker - Loan Origination for MCA

AIM - Alternative Investment Management, Fund Management Software for Salesforce

1. Listing metadata

Cloudsquare Broker - Loan Origination for MCA

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is AIM - Alternative Investment Management, Fund Management Software for Salesforce or Cloudsquare Broker - Loan Origination for MCA cheaper?

Which has better reviews, AIM - Alternative Investment Management, Fund Management Software for Salesforce or Cloudsquare Broker - Loan Origination for MCA?

Should I choose AIM - Alternative Investment Management, Fund Management Software for Salesforce or Cloudsquare Broker - Loan Origination for MCA?

Which is faster to set up, AIM - Alternative Investment Management, Fund Management Software for Salesforce or Cloudsquare Broker - Loan Origination for MCA?

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