Backstop Solutions

Founded by Clint Coghill in 2003

Manage institutional investment portfolios, due diligence research, and investor relations records

Pricing model

Demo, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Backstop Solutions to organize investment research, track portfolio performance, and manage investor relationships from a centralized system. It helps institutional investors, fund managers, and consultants keep quantitative and qualitative data together in one place. You can automate document collection from emails and portals, record due diligence forms, track capital-raising pipelines, and share reporting data via a secure client portal. The software connects fund admin records, tracks risk across alternative assets, and securely shares performance reports with limited partners.

What Backstop Solutions does

Track portfolio returns and risk metrics for alternative assetsLog investor correspondence and manage capital raising pipelinesExtract documents automatically from fund admin portals and emailsCreate custom due diligence forms for prospective investmentsDistribute performance reports to clients through a branded portalImport administrator balance sheets and investor transaction recordsResearch management system to store and review investment research notesAutomated document retrieval from external fund sources and email portalsPortfolio monitoring tools to track risk and returns across alternative assetsPipeline tracking tools to oversee fundraising and capital allocation activitiesInvestor relations CRM to record contact history and meeting notesSecure web-based client portal for distributing reports to limited partnersAutomated synchronization of fund administration accounting and balance records