Backstop - 2025 Pricing, Features, Reviews & Alternatives

Backstop, a service of ION Analytics is a cloud-based investment management platform offering solutions for consultants, advisors & OCIOs, institutions and pensions, endowments & foundations, funds of funds, family offices, hedge funds, private equity and venture capital, and more.

As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence.

Our core strength lies in developing technology that serves as a definitive source of truth, empowering our clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop serves as a definitive source of truth designed to help clients break down the barriers to data access and deliver better decisions. We offer Portfolio and Research Management, Investor relations, Capital Raising, and Client Portal . Backstop helps users make the most of these products with support, training and knowledge management.

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.

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 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.

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 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.