For public pensions, corporate pensions, insurance, and other institutions investing to meet a defined benefit, Backstop offers simplified research management, streamlined due diligence, and portfolio performance monitoring designed specifically to meet their unique challenges.
Research Management
Qualitative and quantitative tools that streamline processes, drive efficiency, and retain invaluable knowledge.
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.
Track and share notes, meetings, calls, and documents among investment teams.
Access crucial contact information and share notes and research on the go with Backstop Mobile.
Ongoing Due Diligence
Control tools and activity logs for audit oversight and scorecard purposes that address risk mitigation concerns.
Track data stored in Excel® or other cumbersome tools to eliminate redundancies and fuel comparative reporting.
Monitor and report on qualitative and quantitative due diligence.
Share reports that highlight missing documents or data to identify gaps and streamline workflow.
Turn qualitative data and proprietary analysis into quantitative measures for accurate comparisons.
Instantly generate fund analysis books to share research and performance data or produce dynamic tear sheets.
Export and integrate with other systems using Backstop’s robust APIs.
Portfolio Management
The ultimate software solution for plan sponsors to track and monitor private investments.
Monitor subscriptions and redemptions for investments.
Manage all capital commitment structures for illiquid investments and model cash flow projections.
Track and report on complex liquidity terms, calculations, and scenarios.
Analyze current investments and monitor asset allocation.
At Backstop, we understand that support is more than a call center. We work hard to build relationships with our clients so that we can learn your business processes, tailor our systems to them, and grow with your needs. From our Professional Services team to our Support team to our Knowledge Management team, we guide you through implementation and beyond to operational success. We offer:
Industry-specific expertise
Complimentary training focused on your success
Local support during your business hours
Community development, including regional networking/training events and BUC
“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."
- Mark Montoya, Investment Analyst, NMPERA
Schedule an appointment to discuss how Backstop can help your organization make the most of every minute.
