Investor Relationship Management

Client Relationship Management

"Having a centralized system where quickly we can pull records of every single interaction has been vital to our success."

—Managing Director, Hedge Fund

Relationship Management

Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials, and email communications in one central database.

  • Capture and share important notes, meetings, calls, and documents
  • Automatically synchronize contacts, and emails with seamless Outlook® integration
  • Restrict access by role or user type to ensure compliance with internal and external policies
  • Access crucial information, manage contacts and add notes on-the-go with Backstop Mobile

Sales & Marketing Management

Backstop's sales management capabilities allow for easy tracking and maintenance of 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 workflow by auto-archiving marketing emails and watermarking fund marketing docs
  • Easily create and share reports and analytics to measure sales effectiveness

Communication Management

Backstop provides a suite of software tools for driving more effective communications from an email campaign center to customized website portals.

  • Create and send unlimited email distributions to clients, prospects, and other contacts using the email center
  • Monitor message reads and forwards to evaluate marketing campaign success and to maintain your culture of compliance
  • Protect your clients and your firm by distributing reports, statements, K-1's, fund documentation, and more via a branded, secure online portal