Backstop combines data, document management and reporting tools that help to streamline the research process.
Backstop's sophisticated investor relationship management tools allow fund managers to consolidate all of their LP’s qualitative and quantitative data into one centralized database.
Backstop's fundraising capabilities allow for easy tracking and maintenance of pipelines and associated activities during the capital raising cycle.
Backstop's powerful CRM creates the perfect foundation for tracking all contacts and related interactions.
Backstop Portal is the perfect solution for IR professionals looking to provide investors with online access to account, fund and marketing information.Learn More About Backstop Portal
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.
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.
< a href="/mobile">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.