Backstop

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April 09, 2020

Backstop Review

Sean Carr, CFA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Backstop is used by our investment team for tracking notes from internal/external meetings and calls, as well as for portfolio oversight and management through the private equity module.
  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
  • 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.
I think for people who are in investment sales or portfolio management, Backstop can be an incredibly valuable resource.
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.

Backstop Scorecard Summary

What is Backstop?

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.

Backstop Pricing

Backstop Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is Backstop?

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.

Who uses Backstop?

The most common users of Backstop are from Mid-size Companies and the Investment Management industry.