Configure dashboards to fit your teams’ processes and answer the questions on which success hinges – overall win rate, pipeline health, lead sources, top performers and more.
Capital Raising Dashboards
Pipeline Manager
View granular pipeline data in real-time to determine your optimal next steps. Cut and sort according to team members, geography, lead source, opportunity stage and other metrics.
Capital Raising in action
Private Fund Managers (GPs)
Discover a dynamic, adaptable platform that will truly set your firm apart. Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other industry participants in your universe. Unlock your firm’s full potential today.
Learn moreConsultants, Advisors & OCIOs
Backstop is your trusted ally in optimizing the investment and client life cycle. Our solutions create a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty and ensuring long-term retention. Stay ahead of the competition with Backstop’s cutting-edge solutions.
Learn moreCapital Raising up close
Confident, timely decisions
Use real-time data to focus the right resources on the right opportunities.
Nurturing relationships
Get deeper insights into individual prospects to optimize account management.
Operational agility
Access crucial information, manage contacts and add notes on the go with Backstop Mobile.
Maximal win rate
Focus on the most relevant, promising opportunities according to probability.
Enhanced productivity
Optimally leverage your prospect database to maximize capital raising success.
A flexible solution
Manage opportunities through successive pipeline stages or update them in bulk.