Discover how Investor Relations teams can instantly access accurate data, enabling you to respond faster and build stronger relationships.

NEPC, a leading investment consulting firm, needed a unified approach to streamlining operations, boosting visibility, and improving accessibility across teams. Implementing Backstop enabled them to rely on a single platform to house research and deliverables, enhance collaboration using real-time dashboards, and much more.

See how Backstop helped NEPC save the equivalent of three full-time employees’ workload annually, allowing more time to be dedicated to strategic initiatives.

Download the client success story to learn more.

NEW YORK – 25 February 2025: ION Analytics, a global provider of personalized, predictive data and market intelligence to advisers, banks, investors, law firms, and corporates, announces that Capital Generation Partners has selected ION-owned Backstop Solutions’ (Backstop) Research Management System (RMS) to improve its fund evaluation, manager selection, and due diligence process.

Capital Generation Partners is an investment advisory firm to ultra-high net worth clients. Based in London, it currently has $3.5 billion AuM. Capital Generation Partners delivers bespoke investment advice to families, trusts, and endowments. The firm advises clients on asset allocation and manager selection, and provides institutional-quality performance analytics on the resultant investment portfolios. After a thorough selection process, Capital Generation Partners found Backstop’s RMS to be the best fit for its investment evaluation needs. The team chose Backstop for its multi-asset class capabilities, intuitive and user-friendly UI/UX, and credibility in public and private markets.

Backstop’s innovative RMS enables Capital Generation Partners to consolidate its qualitative and quantitative data and documents into a unified platform across all asset classes. With multiple investment teams covering various asset classes, Backstop’s RMS will enable Capital Generation Partners to maintain a consistent, holistic view of all inputs, supporting collaboration and decision-making.

Richard Adams, COO at Capital Generation Partners, comments: “We are excited to collaborate with ION Analytics and Backstop and believe that the partnership will enable us to continue delivering superior investment outcomes. Bringing Backstop on board will help us with our investment due diligence in the private and public sectors.”

Greg Fujii, Head of Investor Sales at ION Analytics, comments: “We are delighted that Capital Generation Partners selected Backstop’s RMS to enhance its fund evaluation and due diligence process. Our platform is multi-asset class capable and tailored to meet the needs of private and public investment strategies. We look forward to helping Capital Generation Partners streamline its operations and improve investment decision-making.”

Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance

NEW YORK, 14 December 2023: ION Analytics, a global provider of personalized predictive data and market intelligence to advisers, banks, investors, law firms, and corporate organizations, announces that St. James’s Place (SJP) has selected ION-owned Backstop Solutions’ Research Management Software (RMS) to support its fund due diligence process.

Backstop Solutions’ innovative RMS, integration solutions, and services facilitate SJP’s technology strategy to move to one investment research management platform by providing a single source of information. Backstop Solutions will enable SJP to consolidate its qualitative and quantitative data into a unified, dynamic platform across all asset classes.

With 10 investment teams covering various asset classes, Backstop Solutions’ RMS will enable SJP to maintain a consistent, holistic view of all inputs, supporting collaboration and decision-making.

Clint Coghill, Head of Investor Segment at ION Analytics, comments: “We’re delighted that St. James’s Place has selected Backstop Solutions to improve its fund evaluation, selection, and due diligence process, using our advanced RMS and data integration services.”

Joe Wiggins, Head of Research at St. James’s Place, comments: “We’re excited to partner with ION Analytics and Backstop Solutions. We believe it will allow us to continue delivering our investment technology strategy for better client outcomes.”

Established in 1991 and listed in the UK’s FTSE 100 index, SJP supports more than 941,000 clients with over £157.5 billion FUM. The investment team manages 12 portfolios, 32 funds, and 88 strategies across multiple asset classes – including equities, fixed income property, and private equity.

This press release was originally published on iongroup.com.

NEW YORK – 04 December 2024: ION Analytics, a global provider of personalized, predictive data and market intelligence to advisers, banks, investors, law firms, and corporates, announces that Vintage Investment Partners (Vintage) has selected ION-owned Backstop Solutions (Backstop) to support its fundraising, investor relations, and investor communication initiatives.

Vintage, a global investment fund with USD 4 billion in assets under management, invests in leading funds and startups in the USA, Europe, and Israel by combining fund-of-fund, secondary fund, and growth fund investments. To streamline its data, workflow, and reporting, the firm sought a dynamic platform for its fundraising, investor relations, and investor communications. Backstop will give Vintage Investment Partners a consistent, holistic view of the investor lifecycle and will support communications, collaboration, and decision-making across the organization.

Backstop offers venture capital firms like Vintage a comprehensive solution to manage fundraising, investor relations, and investor communications efficiently. With a user-friendly interface, industry-focused CRM, investor relations, and investor portal features, plus dedicated customer support, the platform is ideal for fundraising, investor relations, investor communications. and reporting. Backstop’s code-free configuration, simple subscription model, and venture capital expertise make it easy for Vintage to access all the tools they need in one suite.

Greg Fuji, Head of Investor Sales at ION Analytics, comments: “As a top provider of CRM and portal solutions, we are honored to support Vintage in their fundraising, investor relations, and investor communications processes. Our CRM, investor relations, and investor portal platform is designed to meet the unique client-side needs of venture capital firms, and we are thrilled to partner with Vintage to help them achieve their growth ambitions. We look forward to working closely with the firm, supporting them to streamline operations further, enhance decision-making, and drive their success in global venture capital.”

Jonathan Alden, SVP, Head of Investor Relations at Vintage Investment Partners, comments: “We’re excited to partner with ION Analytics, bringing Backstop Solutions onboard to help us with our investor relations, fundraising, and investor communication needs. After a thorough evaluation and selection process, we found Backstop’s platform to be the most user-friendly and intuitive, and its workflow will help us to streamline our investor processes. Combining CRM, investor relations, and portal in one place will help us consolidate data and improve reporting. As our fundraising plans evolve in 2024 and beyond, we must ensure that our technology solutions remain aligned with organizations’ and clients’ needs. We believe this platform is the right choice for Vintage Investment Partners.”

NEW YORK, 11 June 2024: ION Analytics, a global provider of personalized, predictive data and market intelligence to advisers, banks, investors, law firms, and corporates announces that Paine Schwartz Partners has selected ION-owned Backstop Solutions to support its fundraising, investor relations, and deal management initiatives.

Paine Schwartz Partners, a New York-based private equity firm with $6B in assets under management, focuses exclusively on investment opportunities in the fast-growing global food and agribusiness sectors. To streamline its data, workflow, and reporting, the firm sought a dynamic platform for its Investor Relations and Deal Management teams. Backstop Solutions will give Paine Schwartz Partners a consistent, holistic view of the investor lifecycle and deal pipeline, supporting communication, collaboration, and decision-making across the organization.

Backstop Solutions offers private equity firms like Paine Schwartz Partners a comprehensive solution to manage the deal process and investor relations efficiently. With a user-friendly interface, industry-focused CRM, deal management features, and dedicated customer support, the platform is ideal for managing investors, fundraising, deal tracking, portfolio monitoring, and reporting. Backstop’s code-free configuration, simple subscription model, and private equity vertical expertise make it easy for Paine Schwartz to access all the tools they need in one suite.

Greg Fuji, Head of Investor Sales at ION Analytics, comments: “As a top provider of CRM and deal management solutions, we are honored to support Paine Schwartz Partners in their fundraising, investor relations, and deal management processes. Our platform is designed to meet the unique needs of private equity firms, and we are thrilled to partner with Paine Schwartz Partners to help them achieve their growth ambitions. We look forward to working closely with the firm, supporting them to streamline operations further, enhance decision-making, and drive their success in the global food and agribusiness sectors.”

Natalya Michaels, Managing Director and Head of Investor Relations at Paine Schwartz Partners, comments: “We’re excited to partner with ION Analytics, bringing Backstop Solutions onboard to help us with our investor relations, fundraising and pipeline management needs. I have used Backstop at two prior firms and have enjoyed the experience. Their tools are user-friendly and intuitive, making reporting and tracking simple and efficient. The integration with our emails and calendars also makes Backstop Solutions a useful addition to our daily workflow. As our investment and fundraising plans evolve in 2024 and beyond, we need to ensure that our technology solutions remain aligned with the organization’s needs and believe this platform is the right choice for Paine Schwartz Partners.”