Configure dashboards to fit your teams’ processes and answer the questions on which success hinges – overall win rate, pipeline health, lead sources, top performers and more.
Capital Raising
Gather, view and analyze pipeline data in real-time to identify opportunities, drive efficiencies, maximize tomorrow’s outcomes and exceed your capital raising goals.
Capital Raising Dashboards
Pipeline Manager
View granular pipeline data in real-time to determine your optimal next steps. Cut and sort according to team members, geography, lead source, opportunity stage and other metrics.
Capital Raising in action
Private Fund Managers (GPs)
Discover a dynamic, adaptable platform that will truly set your firm apart. Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other industry participants in your universe. Unlock your firm’s full potential today.
Learn moreConsultants, Advisors & OCIOs
Backstop is your trusted ally in optimizing the investment and client life cycle. Our solutions create a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty and ensuring long-term retention. Stay ahead of the competition with Backstop’s cutting-edge solutions.
Learn moreCapital Raising up close
Confident, timely decisions
Use real-time data to focus the right resources on the right opportunities.
Nurturing relationships
Get deeper insights into individual prospects to optimize account management.
Operational agility
Access crucial information, manage contacts and add notes on the go with Backstop Mobile.
Maximal win rate
Focus on the most relevant, promising opportunities according to probability.
Enhanced productivity
Optimally leverage your prospect database to maximize capital raising success.
A flexible solution
Manage opportunities through successive pipeline stages or update them in bulk.
What Our Clients Say About Us
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
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
BP
Backstop is the most flexible and intuitive CRM system I’ve used.
Maria Szabo
GTIS Partners
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
Camilla Burke
Huizenga Capital Management
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
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
Public Employees Retirement Association of New Mexico (PERA)
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
Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.
Rip Mecherle
University of Tennessee
Great relational database for information tracking, contact management, client management, distribution, and accounting.
Chris Arends
Voyager Management
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
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.
Matt Orr
Koch Industries Inc
We’re excited to partner with ION Analytics and Backstop Solutions. We believe it will allow us to continue delivering our investment technology strategy for better client outcomes.
Joe Wiggins
St. James's Place
Backstop’s user-friendly tools simplify reporting and tracking, seamlessly integrating with our daily workflow. As our investment and fundraising plans evolve, we believe Backstop Solutions is the right choice for Paine Schwartz Partners.
Natalya Michaels
Paine Schwartz Partners
