altvia.com CROSSLINK CASE STUDY CROSSLINK USES AIM TO TURN THEIR SALESFORCE DATABASE INTO A FUND MANAGEMENT D ATA B A S E THE CHALLENGE Established in 1999, Crosslink Capital is a technology-focused, San Francisco- based investment fi rm whose investments range from early stage private companies to well-established public corporations. Prior to using AIM, Crosslink had been managing their fundraising and investor relations processes using Excel spreadsheets. As they grew, they migrated to a Salesforce database so they could consolidate all of their investor data into one location that was accessible to everyone and that was dynamically updated. This solved the problem of having investor data stuck in everyone’s Outlook inbox or in their personal calendars and also eliminated the m

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