Backstop Solutions Group Sales and Marketing Management

Portfolio Management

Backstop is the ultimate portfolio management software solution for funds of funds and other multi-fund managers to track and monitor their investments.

  • Monitor subscriptions and redemptions for hedge fund investments and capital commitment structures for private equity fund investments
  • Manage and report on complex liquidity terms, calculations and scenarios
  • Analyze current investments and monitor asset allocation

Research Management

Backstop combines qualitative and quantitative data, document management and reporting tools that help to streamline the research process.

  • Manage due diligence in one centralized database
  • Tag and share key documents linked directly to organizations or funds
  • Fuel research with automatic database feeds from our data providers
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Backstop Solutions Group Investor Relations

Investor Relations

Backstop's sophisticated investor relationship management tools give funds of funds the ability to track and report on investor account activity, liquidity and performance data.

  • Track investor subscriptions and redemptions
  • Create and distribute personalized account statements with customizable PDF watermarks
  • Provide immediate answers to performance and redemption questions
  • Monitor, track and report on compliance factors
Backstop Solutions Group Sales and Marketing Management

Client Relationship Management

Backstop's powerful CRM creates the perfect foundation for tracking investment documentation, activity and email in one centralized database.

  • Track and share notes, meetings, calls and documents
  • Automatically synchronize e-mail and contacts with Outlook® integration
  • Access crucial contact information and share notes and research on the go with Backstop Mobile
  • Distribute personalized mass e-mails to investors and potential investors through the e-mail center
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Backstop Solutions Group Sales and Marketing Management CRM

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.

  • Distribute personalized mass e-mails through the e-mail center
  • 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

Backstop Portal for Portfolio Reporting

Backstop Portal allows funds of funds, endowments, pensions and other institutional investors to provide transparency into their portfolios.

Backstop Portal for Investor Reporting

Backstop Portal is the perfect solution for IR professionals looking to provide investors with online access to account, fund and marketing information.

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Backstop Solutions Group Scalable Solutions

Flexible, Scalable Solutions

We understand that organizations come in different shapes and sizes and that not all employees should have access to the same sensitive data. Backstop offers a variety of solutions to scale with your business as it grows.

  • Permission individual user read/write access on records, emails and activity for full data control
  • Provide the right level of access to match your employees' roles and responsibilities
  • Silo specific records, funds or accounts with Backstop's Advanced Permissioning Module
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