Your insights. Realized.

AIM centralizes institutional knowledge related to fundraising, investment due diligence and portfolio management for Alternative Asset Fund Managers and Institutional Investors.


AIM is Tailored Especially for:
  • Endowments
  • Social Investors
  • Funds of Funds
  • Buyout Fund Managers
  • Venture Capital Fund Managers
  • Wealth Managers/Family Offices
  • Placement Agents

The heart of social impact.

Pulse makes Social Impact Investing globally interconnected, informed and accurate to demonstrate portfolio strategy and value.

Highlights of Pulse Include:
  • Tracking Financial, Operational, and Social Metrics
  • Apply sets of metrics easily to Investments or Projects
  • Track Estimates, Revisions, and Actuals for any metric
  • Establish Health Indicators for every Project
  • Perform Capability Assessments
  • IRIS Compatibility
  • Add your name to the Pulse mailing list

Forget about remembering.

KIT prioritizes and manages key relationships by intelligently creating follow-up tasks across Accounts and Contacts.

Keep In Touch with Your Accounts and Contacts:
  • Tasks are sent to users when it's time to make contact with someone
  • Configure a schedule and KIT priorities then let the system do the work
  • Schedules are dynamically created and, therefore, appropriate for a variety of relationships

Be a kid in a connection store.

CANDI captures organizational intelligence while tracking meetings, calls, and emails across multiple Accounts, Contacts and Opportunities.


Connections and Interactions Show Relationships Simply:
  • Easily see relationships between Accounts, Contacts, and Opportunities
  • Allow multiple Contacts to be associated with an Event
  • Any combination or number of relationships are viewable together

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