Backstop Investor Relations

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Overview

Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting.

Backstop's powerful investor account management tools enable users to track and report on investor activity, liquidity and performance data.

  • Track individual subscriptions and redemptions on investor accounts
  • Monitor account performance and compare to industry benchmarks
  • Manage investor account liquidity, redemptions and notice dates
  • Run shadow administration with Backstop's optional Partnership Allocation Module

Investor Relationship Management sits at the core of this solution offering. Backstop incorporates tools that help users to better manage client information, interactions, documentation, and communication - from emailing performance estimates to creating and distributing capital account statements.

  • Create and distribute personalized investor account statements
  • Build relationships between accounts and third-party contacts for efficient information sharing & reporting
  • Generate one-click investor account summary reports for meetings and email updates

Backstop's Investor Reporting tools provide instant access to the data you need to analyze investor accounts, fund performance, and more.

  • Monitor and report on your compliance with ERISA, 3c1 / 3c7 slots rules, and other essential fund level requirements
  • Report on historical management and incentive fees and account performance metrics on a tranche by tranche basis
  • Provide investors with access to account transaction, liquidity, performance, tax related information and other documentation via a secure, encrypted web portal

Key Features

  • Track individual subscriptions and redemptions on investor accounts
  • Monitor account performance and compare to industry benchmarks
  • Manage investor account liquidity, redemptions and notice dates
  • Run shadow administration with Backstop's optional Partnership Allocation Module
  • Create and distribute personalized investor account statements
  • Build relationships between accounts and third-party contacts for efficient information sharing & reporting
  • Generate one-click investor account summary reports for meetings and email updates
  • Monitor and report on your compliance with ERISA, 3c1 / 3c7 slots rules, and other essential fund level requirements
  • Report on historical management and incentive fees and account performance metrics on a tranche by tranche basis
  • Provide investors with access to account transaction, liquidity, performance, tax related information and other documentation via a secure, encrypted web portal

Key Benefits

  • Establish, develop and maintain comprehensive knowledge of all aspects of the client relationship
  • Enables users to track and report on investor activity, liquidity and performance data.
  • Build operational efficiency with qualitative and quantitative data at your fingertips
  • Gain a competitive edge through prospect database optimization
  • Build greater trust with investors through higher-quality, personalized communications
  • Ensure the security of all client data while tracking due diligence and compliance

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