Unlock the full potential of your investment team by prioritizing efficiency. Our whitepaper explores why Chief Investment Officers should embrace automation to free up valuable time wasted on menial tasks. Discover how advanced technology can streamline processes, allowing your investment team to focus on generating successful investment strategies. Don’t let inefficiency hold your team back. Read our whitepaper to gain valuable insights and elevate your investment approach.

Financial markets have seen an assortment of catastrophic crises, with far-reaching negative effects. Much of this impact is preventable with the right technology. However, without it, the damages can be detrimental. This whitepaper looks at what-if scenarios, along with helpful tips for managing risk and minimizing potential losses.

As an asset allocator, you receive a constant barrage of information from investment reviews, prospective managers, and current funds. Each piece of information — each communication, each document, each transaction — must be collected, reviewed, tagged, and filed for you to appropriately administer your investment portfolio. Unfortunately, this means that your high-value staff is compelled to spend their too-limited time buried in email inboxes, vendor portals, and other communication platforms, rather than devoting themselves further improving decision making.

Now, you can eliminate unsustainable manual tasks, increase your team’s efficiency, achieve higher cost-effectiveness, and optimize your due diligence processes through Backstop IntellX: A full service solution merging human insight with machine intelligence to automate the processing of fund documents and transactions directly into Backstop. Backstop IntellX is a technology-enabled service built specifically for the needs of busy investment and operations professionals.

Backstop for Outlook enables users to send emails directly to Backstop, convert email attachments into documents, generate notes from emails, create and update organizations, people, vehicles, and opportunities without ever leaving their inbox. Users will also be able to create and edit calls and meetings from their calendar. 

Whether you’re a Head of Business Development, Head of Investor Relations or a BD/IR team member, you’ll love the new, personalized Backstop Home Base. These client service insights will keep you up-to-date on:

• Team activities
• Correspondence with prospective investors and clients
• Opportunity pipeline insights

With all the client service management insights brought together on Backstop Home Base, you no longer have to navigate to different screens to search for the insights you want most. With less time spent finding data, you can spend more time reviewing and analyzing information – which is where your greatest value to your organization lies.

Backstop Home Base drag-and drop widgets are purpose-build for you and your team’s roles, including:

1. Top Investor Interactions: Gain quick and easy visibility into which investors you or your team are speaking with at this moment.
2. Recent and Upcoming Activity: Drill down into recent calls, meetings, and notes from fellow team members for greater collaboration.
3. Opportunity Pipeline: Get a visual snapshot of your opportunity pipeline to identify bottlenecks and important next steps.
4. Document Feed: Preview subscription documents instantly.

Backstop Home Base – Client Service sets you up for success with a single pane of glass for insights – right when you log in.

The average alternative investment manager, according to our new survey of investor relations and business development professionals, works 52 hours each week. To anybody in this high-pressure, ever changing industry, those long hours are likely no surprise. But, as investor relations and business development professionals push beyond the limits of traditional 9-to-5 workdays, they may also want to ensure that they’re spending their hours on the right things.

And that’s what our survey of more than 100 BD and IR professionals set out to answer: Do BD/IR professionals believe they are using their hours productively on the tasks they deem to be the most valuable, or are they squandering an inordinate amount of time on less strategic work?

Our goal with this survey was to understand how much time BD/IR professionals are spending on core business development and investor relations tasks versus other non-core tasks to identify opportunities for improvement in their day-to-day working lives. In other words, are they making time work for them or against them, and is there room for improvement?

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