Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials and e-mail communications in one central database.
Backstop's sales management capabilities allow for easy tracking and maintenance of sales pipelines and associated activities to support the capital raising process.
Backstop provides a suite of software tools for driving more effective communications from an e-mail campaign center to customized website portals.
Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. Backstop's Watermarking module allows users to dynamically place a configurable "stamp" on outbound PDF attachments, as well as set copy and print restrictions to discourage forwarding and assist with compliance programs.
Backstop's Advanced Permissioning Module allows administrative level users to restrict access to specific records, funds or accounts in the system. This added level of control goes beyond standard out-of-the box user permissions, and is mainly used by firms who have very specific information control policies or who need to silo data between their own internal teams.
The Backstop Private Equity Module offers enhanced portfolio and investment functionality for allocators who have private equity investments within their current portfolio (in addition to traditional hedge fund investments.) This feature is ideal for tracking paid/unpaid capital commitment amounts, dates and details, monitoring cash and stock distributions, tracking internal rates of return, and running quarterly investment reports.
Backstop Mobile offers an additional interface for accessing key information on the go. Users can share notes and research in real-time, grab directions to their next meeting, and quickly preview last touch points with a contact in a mobile-friendly format.
The Backstop Outlook Add-in 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.