2014 Upcoming Events

Backstop NYC Meetup
April 30, 2014 | New York
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Operational Due Diligence Breakfast Panel
May 1, 2014 | London
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Client Relationship Management (CRM)

Backstop’s powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials, and email communications in one central database.

  • Capture and share important notes, meetings, calls, and documents
  • Automatically synchronize contacts, and emails with seamless Outlook® integration
  • Support capital raising efforts with pipeline and marketing tools

Investor Relations

Backstop's sophisticated tools enable managers to track, analyze, and report on investor account compliance, cashflows, liquidity, performance, and more.

  • Track investor subscriptions, redemptions, and transfers activity
  • Create and distribute personalized account statements and other reports
  • Provide sophisticated liquidity and performance analysis to clients with ease

Portfolio Management

Backstop is the ultimate research and portfolio accounting software solution for managers of funds of funds strategies.

  • Monitor and analyze all due diligence activities in one place
  • Track subscriptions, redemptions, calls, commitments, and distributions
  • Report on the most complex liquidity structures across portfolios, by asset class, or exposure

Secure Web Reporting

Backstop’s InvestorBridge platform provides managers with a robust and secure way to satisfy the increasingly heavy demands of investors for online access to investment and account related information.

  • Secure web-portal provides managers with a place to provide investors, prospects, and other parties access to privileged or sensitive documents
  • Provides clients with online access to fund and account information, transaction, balance, and performance history
  • Protects your data and monitors site viewership with an integrated top-tier security and reporting infrastructure