Backstop is much more than just a CRM, but it's our CRM underpinnings that make us so well-suited to the needs of the institutional investment industry. Since 2003, we've helped the industry organize and maximize their relationships with our proprietary relationship and reporting engines.
Powerful keyword searching instantly surfaces every document in the system
Manage interest levels, client types and investment probabilities
Combine intuition, insight, and information to develop and nurture lasting client relationships
Backed by real-time data, focus the right resources on the right opportunities at the right time
Optimize and leverage your prospect database to maintain the sales pipeline and support the capital raising process
Zoom into actionable insights at the team member level or zoom out to see all activity at the team level – all in one dashboard.
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.
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!
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.
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.
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!
“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
Whether you're an asset owner, asset manager, or intermediary, Backstop's solutions help you drive operational excellence and superior decision-making.
Want to build a world-class investment culture steeped in robust processes? Or deliver world-class investor servicing? Or turn mountains of information into insight? Backstop's products help you do that, and more.
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.