Backstop Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based investment management platform

4.31/5 (36 reviews)

Backstop overview

What is Backstop?

Backstop Solutions is a cloud-based investment management platform which offers solutions for consultants and advisors, institutions and pensions, hedge funds, private equity and venture capital, endowments and foundations, family offices, and more, with a suite of products designed to enhance investment productivity including Backstop CRM, Portfolio, Research, Accounting, Portal and IR (investor relations). Backstop Solutions helps users make the most of these products with support, training and knowledge management.

Backstop CRM supports relationship, sales and marketing and communication management, helping users to manage client and partner activities, track and maintain the sales pipeline and encourage effective communication with Outlook integration, contact management, compliance management, an email campaign center, fund documentation management, and more. Backstop Research gives users access to qualitative, quantitative and subjective data tracking tools, enabling users to manage ongoing due diligence. Document and activity management functionality allows users to store and share documents, emails, calls, and more, in a single location.

Backstop’s portfolio management solution helps managers keep track of subscriptions and redemptions, capital commitments, plus calls and distributions across portfolios. Liquidity reporting tools allow users to track lockups, notifications and redemption dates, while portfolio analysis tools help users gain insight into manager and portfolio performance. The Backstop Portal is designed for investor and portfolio reporting, and gives clients centralized access to all of their account, fund and marketing information.

Users can manage the entire private equity operational workflow with Backstop’s accounting solution, tracking investor commitments and performing fee and carry calculations, as well as viewing performance dashboards. Backstop Solutions offers native iOS and Android mobile apps, allowing users to view and document activity, update contacts, and access account and opportunity details anytime, anywhere, via mobile devices. Other Backstop Solutions modules include advanced permissions, PDF watermarking, advanced liquidity, general ledger, partnership allocation, and more.


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Business size



United States

Supported languages

Backstop screenshot: Manage investments on any internet-enabled device, including tablets and mobilesBACKSTOP SOLUTIONS: EVERY MINUTE MATTERS FOR THE ALTERNATIVE INVESTMENT INDUSTRYBackstop screenshot: Fund managers can view recent activity or add new contacts, meetings, notes or calls via the mobile appBackstop screenshot: Search functionality allows users to find people, funds, opportunities or accountsBackstop screenshot: Quickly access important, last-minute account and opportunity information prior to meeting an investor Backstop screenshot: Stay up-to-date on the most recent activity colleagues have entered into BackstopBackstop screenshot: Check a fund's performance with benchmark comparison and the current value of holdings while on the go

Backstop reviews

Value for money
Ease of use
Customer support
Andrew Katz

Backstop Review

Used daily for 2+ years
Reviewed 2020-07-09
Review Source: Capterra

The wide range of functionality is a good solution for various needs across different departments.

This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.

Rating breakdown

Ease of use

Likelihood to recommend: 7/10

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Ready-to-use CRM with sensible extensibility

Used daily for 2+ years
Reviewed 2018-07-19
Review Source: Capterra

A cloud-based CRM to centrally store business contacts, collaterals, qualitative and quantitative data and share amongst different departments. Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence.

Backstop hits the sweet spot between features and extensibility. Out of the box, the platform meets 70-80% of our business requirements. Our firm fortunately has the know-how to use API and Excel Toolkit (ETK) to cover the last mile. Most importantly, the product team listens to its customers and continually enhances the platform based on our input. You would unlikely get such feedback loops from the likes of Salesforce, Oracle or Microsoft.

Compared to a CRM startup that has unlimited flexibility to innovate, Backstop may seem more mature and risk-averse. The UI/UX seems a little dated, and mobile-responsiveness and mobile app have room for improvements. The labeling of different data entry screens should be more standardized as well.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 9/10

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Mostly for reporting, needs improvement on analysis

Used daily for 6-12 months
Reviewed 2019-05-09
Review Source: Capterra

Experience is overall positive, although the company does have serious issues that it needs to address to compete with other investment analysis softwares that exist. Interface / plugins need work.

Strong in terms of accounting and tracking capeabilities

Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 5/10

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Kevin Norelli

Backstop / InvestorBridge Review

Used daily for 2+ years
Reviewed 2018-09-26
Review Source: Capterra

My experience has been great thus far, the folks at Backstop have made the implementation process a breeze, they are always available for questions and assistance which is an invaluable part of being a Backstop client.

Having a cloud based CRM with not only the functionality to store qualitative but also quantitative information is extremely helpful especially as a member of the investor relations team who is constantly servicing investors. Additionally, having the ability to have the CRM be the backdrop that feeds the investor portal is also great, having to only update one system saves time. The professional services team has been extremely helpful as we continue to implement new features.

Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that.

Rating breakdown

Ease of use
Customer support

Likelihood to recommend: 10/10

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Quality Product in a World with Many Competitors

Used daily for 2+ years
Reviewed 2019-08-30
Review Source: Capterra

Great tool for investment team to track meetings/calls as well as manage our massive database of documents. The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work.

Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market

Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 8/10

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Backstop pricing

Pricing options
View Pricing Plans

Contact Backstop Solutions for detailed pricing information.

Backstop features

Data Import/Export
Financial Analysis
Reporting & Statistics

Accounting Integration (162 other apps)
Accounting Management (181 other apps)
Activity Dashboard (228 other apps)
Audit Trail (137 other apps)
Automatic Notifications (167 other apps)
Billing & Invoicing (186 other apps)
Compliance Management (188 other apps)
Customizable Reporting (170 other apps)
Electronic Payments (171 other apps)
Expense Tracking (164 other apps)
Invoice Management (234 other apps)
Invoice Processing (151 other apps)
Real Time Data (147 other apps)
Third Party Integration (209 other apps)
Workflow Management (151 other apps)

Videos and tutorials

Additional information for Backstop

Key features of Backstop

  • Alternative asset control
  • Fund management
  • Multi-portfolio management
  • Investor profiles
  • Portfolio accounting
  • Investor reporting
  • Investor accounting
  • Portfolio analysis
  • P&L calculation
  • Partnership accounting
  • Manager profiling
  • Sales & marketing management
  • Relationship management
  • Team assignments
  • Fee management
  • Due diligence management
  • Deal management
  • Relationship tracking
  • Campaign tracking
  • Keyword searching
  • Portfolio planning
  • Research distribution
  • Fund analysis books
  • Subscriptions & redemptions tracking
  • Capital commitments tracking
  • Calls & distributions tracking
  • Liquidity reporting
  • Account statements, partner letters & K-1s
  • Prospect qualification
  • Investor commitment tracking
  • Performance & attribution analysis
  • Returns-based analytics (Sortino, Sharpe Ratio, Skewness)
  • Portfolio exposure
  • Estimate tracking
  • Price drift reports
  • Note & meeting dictation
  • Account & opportunity management
  • Fund details & holding lists
  • Advanced permissioning module
  • PDF watermarking
  • Advanced liquidity
  • Partnership allocation
  • Private equity module
  • Implementation services
  • Accounting services
  • Design services
  • Custom software development services
  • Cash flow projection models
  • Client & partner activity management
  • Assignment management
  • Notice & redemption calendars
  • Client portal
  • Communication management
  • Contact & email synchronization
  • Automated email archiving
  • Financial reporting
  • General ledger
  • Notes, meetings & calls management
  • Outlook integration
  • Mobile integration
  • Multi-currency
  • Permission management
  • Sales pipeline tracking
  • Search functionality
  • Template management
  • Transaction history
  • Data export
  • Drag-and-drop interface
  • Manager notes & ratings
  • API
  • Role-based permissions
  • Research management
  • Reporting & analytics
  • Quantitative analysis
  • Monitoring
  • Custom tags
  • Campaign management
  • Performance dashboards
  • Document management
  • Collaboration tools
  • Email marketing
  • Watermarking of fund marketing docs
View All Features


Backstop Solutions offers native iOS and Android mobile apps for fund managers and investors, giving users centralized access to important information, meeting notes and updates on the go.

Backstop’s CRM system allows users to manage client partner activities and access investment documentation and research materials in one central database.

The Backstop Portal gives clients access to fund and account information, as well as current value/performance and transaction history.

A number of extra add-on modules work alongside Backstop’s productivity suite and help users manage areas such as private equity, portfolio planning, general ledgers, advanced liquidity, and more.

Backstop Solutions has a professional services team which helps businesses of all sizes manage implementation, accounting, design and custom software development activity successfully.