Solving the Institutional Investment Industry’s Most Pressing Problems

From raising capital to servicing investors, from researching and diligencing managers to monitoring portfolios, both asset managers and asset owners have multiple demands on their time. Backstop’s purpose-built, easy-to-use, cloud-based platform helps the industry’s professionals maximize collaboration, preserve institutional memory, and ultimately, make better investment decisions.

Who We Help

Investment managers and institutional asset owners rely on Backstop’s purpose-built solutions.

Backstop helps family offices, funds of funds, pensions, endowments, foundations, investment consultants and OCIOs, hedge funds, and private equity firms make the most of their time through better collaboration, information at their fingertips, and a single source of truth.

Products

Backstop’s industry-leading platform and software suite helps our clients get the most out of every minute.

We’re more than just a CRM. But our strong CRM underpinning is what helps us offer robust products that help our clients in the institutional investment industry remove barriers in their everyday work.

See What Our Customers Are Saying

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 Asset Management

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

Boys Town

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

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 Partners

PRIVATE EQUITY

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

- Maria Szabo

GTIS Partners

PRIVATE EQUITY

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

- Camilla Burke

HEDGE FUND

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

- Paul Schultz

Kayak Investment Partners LLC

PENSION

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

- Matt Orr

Koch Industries Inc

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

PERA Public Employees Retirement Association of New Mexico

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

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

Sound Point Capital

Endowment

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

- Rip Mecherle

University of Tennessee

FUND OF FUNDS

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

- Chris Arends

Voyager Management

Compliance Advisory Firm

“Backstop is a key client engagement tool within our advisory business. Their customized software configurability and flexibility, along with client service, have made Backstop a key partner for our firm.”

- David Gold

Optima Partners

ASSET MANAGEMENT

- Katie Carroll

Company Name

View case study

Backstop Home Base – Client Service: A New Way to Start and End Your Day – Every Day

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What if the critical information you collect and share at Monday Morning Meetings became available to you ALL the time – with zero effort and hassle?...

SVB Failure Highlights Why Allocator Investment Teams Really Need Investment Office Software

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What a week last week was! It likely felt interminable to many allocator investment teams who were scrambling to sort out the impact of Silicon...

And the Award Goes to… Backstop Solutions! For “Best Front Office Data Management Tool”

March 16, 2023

We are honored to be named “Best Front Office Data Management Tool” in the 2023 Fund Intelligence Operations and Services Awards. Celebrated at a...