What users are saying about
1 Rating
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1 Rating
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Score 8 out of 100
This review does not include a rating.

Likelihood to Recommend

Backstop

I think for people who are in investment sales or portfolio management, Backstop can be an incredibly valuable resource.
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No answers on this topic

Pros

Backstop

  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No answers on this topic

Cons

Backstop

  • Simplicity, ease of use (hard to get everyone on the team on the same page for how to use it).
  • Opportunities have been really hard for us to leverage.
  • It seems like it's geared towards salespeople sometimes instead of portfolio managers, etc.
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No answers on this topic

Support Rating

Backstop

Backstop 10.0
Based on 1 answer
Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No score
No answers yet
No answers on this topic

Alternatives Considered

Backstop

I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No answers on this topic

Return on Investment

Backstop

  • Makes our team more efficient (i.e. less people needed for admin work).
  • Allows PMs to spend more time on their jobs and less on systems maintenance/tracking.
  • Increases transparency across teams (other teams can log into Backstop to see the latest updates).
Sean Carr, CFA | TrustRadius Reviewer

DealCloud

No answers on this topic

Pricing Details

Backstop

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

DealCloud

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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