Salesforce‑based CRM and workflow platform purpose‑built for private capital fundraising, deal flow, and LP engagement
Core product
AIM CRM + AIMe AI assistant
Use cases
Relationship intelligence; automated data capture; fundraising workflows; LP reporting
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Private equity, venture capital, private credit, fund‑of‑funds, real assets
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