Your Insights. Realized.

AIM’s new Investor Correspondence functionality is an add-on module to AIM that provides fund managers with the ability to easily distribute partnership-wide correspondence to investors in minutes.

• Capital Call Notices • Distribution Notices • Quarterly/Annual Reports • Financial Statements • Capital Account Schedules • Document Amendment Notices • K-1’s • General Partnership Information

AIM Investor Correspondence

Managing how to communicate with your investors is complicated; some people prefer email communication, some hard copies, and some secure data rooms. Add to that the constituents involved (consultants, advisors, service providers, etc.) and communicating with everyone in the manner they prefer becomes a challenge.

AIM tracks each individual’s correspondence preferences for each delivery format and, where possible, automatically distributes the documents to each person in the manner you prescribe.

Track Investor Contact Correspondence Preferences

AIM already knows about your investors’ commitments and their pro-rata owner-ship, and can accordingly calculate alloca-tions of capital calls and distributions for you. But because those allocations aren’t always straightforward and simple, AIM allows you to edit those allocations from right within your browser--no spreadsheets required.

Allocations Made Easy

Using customized templates that are included in AIM or that you create yourself, AIM creates a unique document addressed specifically to each investor and their advisors. You can create and store multiple templates, and when necessary, AIM can even provide certain investors with slightly different templates to comply with side letter agreements, for example.

AIM can also attach and send--in the same email--documents that aren’t investor-specific like investment notices, schedules, quarterly reports, financial statements, and spreadsheets. And just to double check your work before you hit send, you can preview each document that is going to each investor, who it’s going to, and how they’ll receive it. Would you feel better if somebody else checked it before you hit send? Just walk away and have your colleagues in a different office check it; all of your work is saved and available to your team regardless of their location. It’s the mail merge you’ve always dreamed of.

Personally-addressed Documents

AIM’s Investor Correspondence Module makes file splitting easy. From the 900 page K-1s you receive from your accountant to those documents you create with Excel models, AIM can handle them all.

Simply upload the file you need split to AIM’s document splitter, choose how the resulting files within that document get matched to the Investors they should be delivered to, choose how to name the resulting files, and within seconds your documents are ready to go. No more frustrating, time-consuming processes, and more importantly: no more wondering if you got it right. It just works.

File Splitting

Simplify your process and enhance your investors’ experience with ShareSecure, our virtual data room that fully integrates with AIM and lets you share the documents you’ve created with any investor. Just note in AIM which individuals prefer to receive documents via a web portal, and AIM will automatically make those documents available to the right people at any time through ShareSecure.

Additionally, ShareSecure provides unique login credentials to each user and tracks each individual’s personal correspondence preferences by document type. Say, for example, you have an investor who requests that they receive capital call notices via email and quarterly reports via email as well as via the ShareSecure portal, and they request that their accountant receives K-1s via email. AIM and ShareSecure can automatically distribute each document the way your investor prefers.

Without even logging into your portal, you’ll have a personal email sent to both the investor and the accountant with the corresponding attachments they’ve requested and even a notice that they can also access the documents they’ve requested in ShareSecure. AIM handles your entire investor correspondence process--from beginning to end--and does it in just minutes.

Secure Document Sharing via

• Provide users with their own unique login• Track time and date of when each document is accessed• Upload any file type including Excel spreadsheets and Word documents• Generate PPMs from within the database and then automatically post

them to the portal or email them

Generate notices via AIM Automatically deliver notices based on contact preferences

CapitalCall