Backstop Solutions Suite Pricing Overview

Backstop’s Portfolio Management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers.

Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform.
Increase your operational efficiencies through a centralized, comprehensive portfolio management system.
Manage, view, and analyze the entire investment cycle, all in one place.
Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools.
Protect data and maintain operational due diligence compliance.
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The Backstop Multi-Asset Class Research Management solution combines qualitative, quantitative, and subjective data tracking tools that can enable your firm to streamline, simplify, and succeed in the investment sourcing and evaluation process.

Access all data from anywhere, at any time, through a cloud-based platform.
Increase operational efficiencies by centralizing multi-asset class research management.
Remove barriers between your organization and your information.
Create consistency and increase transparency.
Optimize and leverage quantitative and qualitative data with a 360-degree view of their research efforts.
Protect your data and maintain operational due diligence compliance.
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The Backstop Investor Relations platform empowers you to understand and maximize relationships with prospects, clients, consultants, and other players in your firm’s universe. Effectively managing all the activities involved in building and strengthening and optimizing capital-raising efforts. relationships — meetings, calls, emails, statements — while providing quick and insightful responses to investor inquiries, will ensure satisfaction and loyalty. With Backstop, all required information and insights are at your fingertips.

Engage in honest, regular, and proactive communication.
Track investors’ behaviors, preferences, and systematically fulfil their expectations.
Optimize your capital-raising efforts with existing and prospective investors.
Maintain a clear picture of a client’s alternative investment liquidity and performance.
Generate and distribute all types of account specific documents (Statements, Call & Distribution Notices, Quarterly Reports).
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Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other industry participants in your universe. Backstop Capital Raising platform – is an award-winning, centralized database that empowers you to continually and effectively meet goals and exceed expectations.

Capital-Raising Management - The Backstop platform gives you an easy, accurate, and comprehensive process for tracking and maintaining sales pipelines, as well as all associated activities, to optimize the capital raising process
Capital Raising Pipeline Manager - Analyze and explore all elements of your pipeline in real-time - effectively track, monitor, and manage fundraising efforts by slicing and dicing data by team member, geography, lead source, expected close date, opportunity stage, probability, and more.
Capital Raising Dashboard - Configure dashboards to fit your teams’ processes and answer the questions on which success hinges – overall win rate, pipeline health, lead sources, top performers and more.
Relationship Management - The Backstop CRM platform provides an organized, efficient foundation for managing client and partner activities, investment documentation, research materials, and email communications.
Communication Management - The Backstop CRM platform includes a comprehensive suite of software tools that empower you to develop more effective communication email campaigns, customized web portals, and more.
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The Backstop Client Portal is a secure web portal tightly integrated with our capital-raising, portfolio management, and Investor Relations platform. Our Client Portal enables you to communicate and share intelligence with your investors, optimize investor relations, business development and more while sharing sensitive fund information your clients.

Establish and retain confidence and trust with investors
Provide a higher level of investor servicing
Meet investors’ needs for greater transparency and accountability
Discourage the redistribution of confidential information with PDF watermarking, View Only, and DRM tools, and to protect data and monitor site viewership.
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