App-X Can Help You With...
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







