Automate Due Diligence Communications with Backstop Intellx

BENEFITS

Empower your team to dedicate more time to value-added tasks

Enhance data quality and timeliness by eliminating human error in manual document-handling processes

Capture essential data, emails, and documents directly from the fund source and classify, tag, and file each one

Eliminate low-value tasks associated with due diligence documentation

Deliver increased transparency to research and portfolio teams

Identify, process, and reconcile transactions automatically in real-time

STREAMLINE PROCESSES

Optimize due diligence by having every document downloaded, classified, tagged, and filed automatically

AVOID ERRORS

Make sure that key events and transactions are never overlooked or misfiled

SAVE TIME

Free your high-value staff from spending their too-limited time buried in email inboxes and vendor portals

Family Offices

Backstop Solutions supports family offices through a scalable, tightly-integrated software solution that enables you to increase your efficiency, provide clarity to family members, and continue to manage and grow assets for the future.

Funds 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!

Consultants/OCIOs

Backstop’s award-winning solutions give consultants, OCIOs, and advisors all that is needed to achieve organizational efficiency and effectiveness. We provide essential tools including research management, portfolio management, portal access, and more, all from one productivity platform – enabling you to meet your goals and delight your clients.

Pensions/Institutions

Backstop Solutions helps pensions and institutions become more efficient and achieve greater operational agility so you can focus on seeking out investment opportunities and fulfilling your fiduciary responsibilities to members. Discover how to streamline processes, enhance communication, preserve knowledge, and more!

Endowments and Foundations

At Backstop, our solutions help endowments and foundations perform adequate due diligence, research and manage portfolios, and monitor and report to stakeholders. Discover how you can optimize every step in the investment process, maximize your team’s time, and gain actionable insights from your data.

How Backstop IntellX Has Helped

“The productivity value we’ve achieved using Backstop IntellX has been immense. The straight-through, automated processing of our due diligence documentation has freed up time for us to contribute at a higher level within the organization. ”

- William Metzler, Investment Analyst at Salient Partners