Backstop for Hedge Funds

Consolidated View

Backstop CRM provides users with a consolidated historical view of all communications with business contacts and investors. Backstop puts all correspondence and other recorded activity, as well as investor account transactions and balance information at your fingertips.

Marketing & Asset Gathering

In addition to recording interactions with prospective investors, Backstop provides you with tools to manage the entire sales process. Using Backstop to track your sales workflow and monitor related tasks, you and your team can more effectively manage your capital raising activities.

Investor Account Management

After using Backstop’s tools for building relationships and closing new business, you can monitor all the details of your investor’s accounts and side pocket allocations, track high water marks, manage capital calls, even see the fee accruals and distributions you’ve received.

Investor Liquidity Management

Backstop enables management of investor liquidity at the individual investment, or tranche, level. Each subscription can have unique terms. Liquidity terms can include lockup, notification period, redemption fee, and redemption period. In addition, an interactive liquidity calendar can be used to apply different liquidity terms to different periods, allowing users to track gates, holdbacks, and other complex terms.

Relationship Tracking

Having trouble keeping tabs on which related parties are supposed to be receiving monthly, quarterly, or annual reports? Trying to figure out how many of your contacts worked where and when? Backstop makes it easy to keep tabs on who you know and how they’re related to each other.

Activity & Document Management

With Backstop, storing and reporting on a client’s complete history is easy. All meetings, notes, e-mails, documents, account transactions, and relationships can be created and stored in Backstop or linked in from your existing document management tools.

Email Distributions

Backstop's powerful email center allows you to create, send, and track email distributions. With Email Center, you can design professional templates and merge contact and other client specific information to personalize communications. Once a distribution has been sent, you can track the results and even tell which of your messages have been opened.

Take it on the road!

Backstop Mobile allows you to access Backstop on web-enabled handheld devices like Blackberry, iPhone, and Treo. Backstop Mobile makes it easy to work with contacts, funds and accounts, and to view and share other information on the go.

Like what you see?

Let us show you how you can leverage the Backstop Platform

Request a Demo

or Call Sales: +1 877 259 0990

Backstop for Funds of Funds

Portfolio Management

Backstop incorporates a complete portfolio management & accounting system for tracking hedge fund holdings. Updates for manager reported returns, holding NAV’s, and portfolio level income and expenses can all be managed via one consolidated interface.

Portfolio Analysis & Reporting

Backstop’s fully integrated system makes reporting on attribution, exposures, peer groups, and performance easy. Using a third party or proprietary analysis tool? No problem! Easily export data to spreadsheets or send it direct via our API.

Portfolio Liquidity Measurement

Backstop helps managers track portfolio liquidity at the individual investment level. For each investment your portfolio makes in a hedge fund, you can manage terms including: lockups, notification periods, redemption fees, and redemption periods. An interactive liquidity calendar can be used to apply different liquidity terms to different periods, allowing users to track gates, holdbacks, and other complex terms.

Research & Due Diligence

Backstop serves as your data warehouse, making it easy to manage your research and due diligence process through the software or easily connect to external systems where a portion of your data resides. Running screens from third party hedge fund databases to find new investment ideas or compare managers is also possible within Backstop.

Consolidated View

Backstop CRM provides users with a consolidated historical view of all communications with business contacts and investors. Backstop puts all correspondence and other recorded activity, as well as investor account transactions and balance information at your fingertips.

Marketing & Asset Gathering

In addition to recording interactions with prospective investors, Backstop provides you with tools to manage the entire sales process. Using Backstop to track your sales workflow and monitor related tasks, you and your team can more effectively manage your capital raising activities.

Relationship Tracking

Having trouble keeping tabs on which related parties are supposed to be receiving monthly, quarterly, or annual reports? Trying to figure out how many of your contacts worked where and when? Backstop makes it easy to keep tabs on who you know and how they’re related to each other.

Activity & Document Management

With Backstop, storing and reporting on a client’s complete history is easy. All meetings, notes, e-mails, documents, account transactions, and relationships can be created and stored in Backstop or linked in from your existing document management tools.

Investor Account Management

After using Backstop’s tools for building relationships and closing new business, you can monitor all the details of your investor’s accounts and side pocket allocations, track high water marks, manage capital calls, even see the fee accruals and distributions you’ve received.

Investor Liquidity Management

Backstop enables management of investor liquidity at the individual investment, or tranche, level. Each subscription can have unique terms. Liquidity terms can include lockup, notification period, redemption fee, and redemption period. In addition, an interactive liquidity calendar can be used to apply different liquidity terms to different periods, allowing users to track gates, holdbacks, and other complex terms.

Take it on the road!

Backstop Mobile allows you to access Backstop on web-enabled handheld devices like Blackberry, iPhone, and Treo. Backstop Mobile makes it easy to work with contacts, funds and accounts, and to view and share other information on the go.

Like what you see?

Let us show you how you can leverage the Backstop Platform

Request a Demo

or Call Sales: +1 877 259 0990

Backstop for Institutions

Portfolio Management

Backstop provides managers with a complete portfolio management & accounting system for tracking hedge fund holdings. Updating manager reported returns, entering NAV’s, and entering portfolio level income and expenses are all managed through one consolidated interface.

Portfolio Analysis & Reporting

Backstop’s fully integrated system makes reporting on attribution, exposures, peer groups, and performance easy. Using a third party or proprietary analysis tool? No problem! Easily export data to spreadsheets or send it direct via our API.

Portfolio Liquidity Measurement

Backstop helps managers track portfolio liquidity at the individual investment level. For each investment your portfolio makes in a hedge fund, you can manage terms including: lockups, notification periods, redemption fees, and redemption periods. An interactive liquidity calendar can be used to apply different liquidity terms to different periods, allowing users to track gates, holdbacks, and other complex terms.

Research & Due Diligence

Backstop serves as your data warehouse, making it easy to manage your research and due diligence process through the software or easily connect to external systems where a portion of your data resides. Running screens from third party hedge fund databases to find new investment ideas or compare managers is also possible within Backstop.

Private Equity

In addition to tracking deal information, documentation, and custom work flows, Backstop can be used to manage capital calls, distributions, and other cash flows related to your private equity deals. Reporting tools allow you to stay on top of scheduled and potential commitments, IRR’s, and other qualitative information crucial to you.

Consolidated View

Backstop CRM provides users with a consolidated historical view of all communications with business contacts. Backstop puts all relevant correspondence and other recorded activity at your fingertips.

Activity & Document Management

With Backstop, storing and reporting on a contact’s complete history is easy. All meetings, notes, e-mails, documents, investment transactions, and relationships can be created and stored in Backstop or linked in from your existing document management tools.

Take it on the road!

Backstop Mobile allows you to access Backstop on web-enabled handheld devices like Blackberry, iPhone, and Treo. Backstop Mobile makes it easy to work with contacts, funds and accounts, and to view and share other information on the go.

Like what you see?

Let us show you how you can leverage the Backstop Platform

Request a Demo

or Call Sales: +1 877 259 0990

InvestorBridge

Bridge the Gap in Investor Reporting

InvestorBridge provides a professional web presence, online access to investment-related documentation, fund performance, due diligence and more.

Control Panel

Manage and Maintain your Website

The control panel gives you quick access to the major areas of the site. Manage your users, documents, data, publishing, web pages, and reports.

Content Management

Simple and Fast

InvestorBridge's page editing features are easy to learn and fast to use. Update and format text, link documents, add pictures or place custom HTML. You can also permission page content based on particular fund and group associations.

Documents

Distribute and Associate

InvestorBridge allows you to import documents from Backstop, or load them directly into the site. You can a associate documents with a specific fund, account, or user.

Watermarking

Heighten your Online Security

Adding the watermarking module to InvestorBridge allows you to add your end users personal information to any document downloaded from the site. Your investors will be less likely to forward a document when their name and email are directly attached to it.

Learn More

Let us show you how you can leverage the
InvestorBridge Platform

Request a Demo

or Call Sales: +1 877 259 0990