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Solutions

The industry standard tool for investment managers and institutional asset owners.

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms.

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Products

The institutional investment industry relies on Backstop.

We help our clients in the institutional investment industry maximize their time by removing barriers in their everyday work.

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HERE’S HOW WE HELP OUR CUSTOMERS

 
  • ASSET MANAGEMENT

    “Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

    – Katie Carroll
    Alphadyne-2

    ASSET MANAGEMENT

    “We’ve been using Backstop for communications to investors and prospects through the email system, and I would say that having the ability to send information out to our investors and prospects and having that automatically cataloged is a real asset.”

    - Yael Ouzillou
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    FOUNDATION

    “The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

    – Tim Forsythe
    Boystown_NEW

    PENSION

    “I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of use, ease of reporting, and ease of viewing, the Backstop Support people are top of class.”

    – Kathy McLean
    BP_NEW

    REAL ESTATE

    Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning.

    – Jono Swanson
    Carmel_NEW

    HEDGE FUND

    Backstop is very easy to organize.  I have a wealth of data about our investors and prospects in one place.  The tags allow me to have focused emails and campaigns.  It makes us all more efficient at engaging our investors and prospects.

    – Ted O’Connor
    CoastalCapital_NEW
  • ASSET MANAGEMENT

    “We have all these different funds internally, and it can be a real pain to keep track of them with a small team. Using Backstop is a huge advantage.”

    – Sean Carr
    freestone

    Private Equity

    "Backstop is the most flexible and intuitive CRM system I've used."

    – Maria Szabo
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    PRIVATE EQUITY

    “By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

    – Camilla Burke
    HCM-2

    HEDGE FUND

    “Follow up very responsive and creative with solutions. Client focused.”

    – Paul Schultz
    Kayak_NEW

    PENSION

    “It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.

    – Matt Orr
    KochIndustries_NEW

    PENSION

    “It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

    – Rosele Watro
    Kodak_NEW
  • ASSET MANAGEMENT

    “Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes.

    – David McGrath
    PAG-logo_NEW

    THIRD PARTY MARKETER

    “Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

    – Alastair Phillips
    ParkHill-logo-1

    PENSION

    “Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this…the system helps to keep track of all the conversations we have and all the people we have them with.”

    – Mark Montoya
    PERA_NEW

    ASSET MANAGEMENT

    “I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features.

    – Julie Platt Smith
    SoundPointCapital

    “Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”

    – Rod Barker
    Toscafund_NEW

    PRIVATE EQUITY

    “Well tailored for the needs of the PE/VC industry and fundraising efforts

    – Biny Ninan
    TVMCapital_NEW
  • Endowment

    “Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”

    – Rip Mecherle
    UnivTennessee

    ASSET MANAGEMENT

    “Great relational database for information tracking, contact management, client management, distribution, and accounting.”

    – Chris Arends
    Voyager_NEW-1

We believe the opposite of efficiency is complexity. To us at Backstop, barriers and backtracking are fatal to getting things done. So when we see labyrinths where there should be thoroughfares and mazes where there should be highways, we do something about it.

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E-Book: Here’s Your GDPR Survival Guide
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White Paper: Still Managing Billions in Spreadsheets & Static Systems?
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White Paper: 6 Portfolio Insights You're Missing with an Underoptimized Data Strategy
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White Paper: Building a Repeatable Predictable & Sustainable Capital Raising & Retention Machine

Explore our library of white papers, case studies, and other resources to learn more about how Backstop helps you connect the dots and build bridges.

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Latest Blog Posts

Freeing Up Time and Resources at Freestone Capital

July 9, 2019

With more than $4.8 billion in assets under management and offices in Seattle, Portland, San Francisco, and Santa Barbara, Freestone Capital is one of the larger wealth...

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In Portfolio Management, Cash is Also King

April 8, 2019

The maxim, “cash is king,” isn’t just true in business. It’s also true in investment management: every one of our CIO clients cares about cash. Pensions, endowments,...

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We’ve Amped Up Our Integration with Preqin

February 27, 2019

Do you ever wonder how your fellow fund managers keep up with their clients? With so many changes in today’s organizations, it’s easy to lose track, isn’t it? You scout...

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Most things in life are renewable.
Time is not. Once gone, it's gone for good. If you also believe in maximizing your time, contact Backstop today.

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