Backstop Ir – Investor Relations Software

Relationships Are Two Parts Information, One Part Intuition


Time is your most valuable asset. Time is too precious to waste, because once gone, it's gone for good. This is especially true when it comes to nurturing relationships with investors: every minute is a chance to prove yourself and strengthen those relationships. Backstop's Investor Relations platform enables you to maximize every minute of every interaction in the increasingly competitive alternative investment industry. Backstop IR enables you to:

  • Deliver more effective investor communications
  • Capture and share important notes, meetings, calls, and documents
  • Automatically synchronize contacts and emails with seamless Outlook integration
  • Create and send unlimited email distributions to investors 
Sales & Marketing Management


The Backstop IR platform allows you to easily track and maintain sales pipelines and associated activities to support the capital-raising process:

  • Manage interest levels, client types and investment probabilities with a sales tool designed specifically for alternative asset managers
  • Integrate compliance into everyday workflows by auto-archiving marketing e-mails and watermarking fund marketing documents
  • Easily create and share reports and analytics to measure sales effectiveness
On-Demand Access To Data and Reporting


With investors demanding an increasing level of transparency, you need the right information at your fingertips to respond agilely and accurately. You can gain immediate access to Performance Reporting, Capital Activity, and Investor Balance Information with Backstop Admin Connect. Backstop’s reporting tools provide instant access to data on contacts, investors, accounts, and fund performance:

  • Track historical management and incentive fee information across accounts
  • Update account information dynamically throughout the system with shared reports
  • Create charts, graphs and perform additional analysis with Backstop’s Excel® Toolkit Plug-in

Want to maximize your minutes? Reach out to Backstop today.

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