Private equity, Venture Capital, & Real estate

Software for tracking capital raising, managing limited partners and capturing portfolio company details.

Deal Management

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Backstop combines data, document, reporting, and pipeline tools to institutionalize the investment decision process.

  • Monitor the progression of investment opportunities through your pipeline.
  • Ensure the collection of all the data points that are required to inform the investment decision.
  • Run analytics to understand which deal source relationships are most productive and which are wasting your time.
  • Automatically produce briefing books, formatted and ready to submit to investment committees.
Investor Relations

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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.

  • Track LP balances, along with commitments and percent unfunded, at both the individual and fund level
  • Analyze LP and fund performance metrics, such as IRR, multiples, and PME's.
  • Create and distribute personalized call notices and statements
Capital-Raising

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Backstop's fundraising capabilities allow for easy tracking and maintenance of pipelines and associated activities during the capital raising cycle.

  • Manage interest levels, investor types and investment probabilities with a sales tool designed specifically for fund managers
  • Build e-mail distribution lists and send unlimited e-mail blasts with watermarked attachments
  • Save time and energy while scheduling road shows by using Backstop’s trip planning features
  • Easily create and share pipeline reports to measure sales effectiveness
Client Relationship Management

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Backstop's powerful CRM creates the perfect foundation for tracking all contacts and related interactions.

  • Track and share notes, meetings, calls and documents pertaining to limited partners and portfolio companies
  • Sync e-mails, contacts and calendars with Backstop’s Outlook® integration
  • Gain a better understanding of a network’s interconnectivity by linking contacts through relationships
  • Build activity reports and lists by location, relationship strength or other attributes
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.

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, e-mails 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

Schedule an appointment to discuss how Backstop can help your private equity firm make the most of every minute.

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