Client Relationship Management | Backstop Solutions Group

BENEFITS

Capture and share important notes, meetings, calls and documents

Automatically synchronize contacts and e-mails with seamless Outlook® integration

Gain a better understanding of a network’s interconnectivity

Powerful keyword searching instantly surfaces every document in the system

Access crucial information, manage contacts, and add notes on the go with Backstop Mobile

Backstop Mobile

The Backstop Outlook module allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.

Manage interest levels, client types and investment probabilities

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EXCEED EXPECTATIONS

Combine intuition, insight, and information to develop and nurture lasting client relationships

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GAIN INSIGHTS

Backed by real-time data, focus the right resources on the right opportunities at the right time

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ENHANCE PRODUCTIVITY

Optimize and leverage your prospect database to maintain the sales pipeline and support the capital raising process

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BACKSTOP HOME BASE

Client Service Insights at Your Fingertips

A new way to start and end your day with key
insights into your top investor interactions,
opportunities, activity, and more on Backstop
Home Base. Showcase all the efforts you and your
team bring to the firm.

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WORK ON THE GO WITH BACKSTOP MOBILE

Transform your work and skyrocket your productivity away from your desktop with our new Backstop Mobile app. Access crucial information, manage contacts, connect to Google Maps, and add meeting notes all from the convenience of your smart phone.

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CAPITAL-RAISING DASHBOARDS

Actionable insights for BD team members

Zoom into actionable insights at the team member level or zoom out to see all activity at the team level – all in one dashboard.

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BACKSTOP FOR OUTLOOK

Add activities, contacts, opportunities and vehicles with one click

Move information and documents from Outlook to Backstop without ever having to leave your inbox. Save time, streamline processes, and keep your team informed.

Private Equity/VC

Private Equity/VC

The Backstop Productivity Suite provides private equity and venture capital firms with the flexibility necessary to support multiple investment methodologies while leveraging diverse structured data points to drive optimized business decisions. Discover how Backstop will help you raise capital, streamline operations, and delight your investors!

Hedge Funds

Hedge Funds

Backstop gives hedge funds an unfair advantage over the competition by providing solutions to manage client relationships, streamline sales and marketing efforts, and manage investor accounts in one centralized location. Our scalable, on-demand software solution enables you to provide the quality investment service increasingly demanded by sophisticated investors.

Real Estate

Real Estate

The Backstop productivity suite empowers real estate organizations by consolidating qualitative and quantitative data into one centralized database, supporting the capital-raising cycle, and tracking all contacts and interactions effortlessly – eliminating process inefficiencies and facilitating agile decisioning.

Fund of Funds

Fund of Funds

Backstop provides comprehensive software empowering funds of funds to meet both front- and back-office operational needs, including portfolio management, research management, capital raising, investor relations, and more. Find out how you can boost efficiency, raise capital, increase your agility, and more!

See Who We Help

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MEET OUR PARTNERS

PREQIN

For Preqin data subscribers, Preqin investor data is seamlessly integrated into Backstop. This allows business development team to discover prospective investors, understand their needs, build strong relationships and close deals. The integration also helps investor relations team to stay up-to-date with the changes in investor organizations so that you are always prepared for the next opportunity to serve your investors better.