AIMe - AI Assistant

iOS Universel / Economie et entreprise

AIMe: Your Firm's CRM in Your Pocket
AIMe is an add-on to Altvia’s industry-leading SaaS platform for Private Equity and Venture Capital. It brings the power of your firm’s CRM directly to your mobile device, empowering you to stay informed, organized, and prepared no matter where work takes you. Please note: AIMe requires an active Altvia license to function.

Key Features

Instant Access to Crucial Information
AIMe helps you retrieve key insights from your firm’s CRM in seconds:
- Quickly look up contact information, roles, and relationships.
- Identify which accounts are managed by specific team members.
- Access event participation history and referral sources for key contacts.

Relationship and Fundraising Management Simplified
Designed with Private Equity and Venture Capital professionals in mind, AIMe provides instant answers to vital questions:
- What’s the total commitment across all fundraising opportunities?
- How are we performing in investor retention across rounds?
- What are the next steps for active fundraising opportunities?
- When were the most recent interactions with key investors?

Streamline Your Workflow
Log meeting notes, set follow-ups, and update CRM data seamlessly from your mobile device. AIMe ensures no interaction or detail is overlooked, helping you maintain efficiency and professionalism while moving.

Insights and Analysis, On Demand
From fundraising performance to investor engagement trends, AIMe can deliver lightweight analysis directly through its natural, conversational interface—saving time and providing actionable insights.

Built for Altvia Users in Private Equity and Venture Capital
AIMe enhances how Private Equity and Venture Capital professionals access and manage critical data. Whether logging interactions after a meeting, preparing for an investor pitch, or reviewing fundraising insights, AIMe helps you stay ahead.

Important: AIMe Requires an Active Altvia License
AIMe is an add-on to Altvia’s SaaS platform that is purpose-built for private equity and venture capital firms. To use AIMe, your firm must have an active Altvia license.

Why Choose AIMe?
- Seamless Integration: Access and update your Altvia CRM data in real-time.
- Task-Oriented: From meeting notes to follow-up reminders, AIMe streamlines your workflow.
- Mobile-Optimized: Perfect for professionals needing data access while traveling or between meetings.
- Empower your team with AIMe, the mobile AI assistant that redefines how you interact with your CRM. Download today and enhance your Altvia experience.