Backstop Portal

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Backstop Portal

Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of investors for access to investment and portfolio related information.

Backstop Portal is ideal for delivering documents, fund research, and account information to investors and partners in a visually stunning, easy to use package. Our user permission system ensures that visitors to your site receive only the information that is relevant to them. We also integrate other security features that rival an online banking experience.

Key Features

  • Secure web-portal allows investors and potential investors to download privileged documents
  • Provides clients with online access to fund and account information, transaction history, current value and performance
  • Maintain & enhance your culture of compliance by tracking page views, document views, login frequency and discourage the redistribution of confidential information from your site with PDF Watermarking

Designed specifically with Investor Reporting in mind, Backstop Portal is the perfect solution for IR professionals looking to provide investors with online access to account, fund and marketing information.

  • Offer investors secure online access to account statements, partner letters and K1s
  • Answer demands for transparency by posting fund performance, research data or account level analytics
  • Streamline your marketing process by qualifying prospects online and providing access to materials over the web

Portfolio Reporting is also a feature, as Backstop Portal allows Funds of Funds, Endowments, Family Offices, and other institutional investors to provide transparency into their portfolios.

  • Publish research reports and other manager related information to clients and investment committee members
  • Securely distribute fund documents to LPs, investors and consultants
  • Post fund performance, benchmark analysis, and investment research or due diligence information

Showcase your data to current and potential investors.You have already put in the hard work – sharing your research and performance should be the easy part.

Key Benefits

  • Securely distribute fund documents to LPs, investors and consultants.
  • Post fund performance, benchmarks and provide insight into investment research and due diligence.
  • Monitor document downloads and page views for full compliance reporting.
  • Streamline marketing process by qualifying prospects online and providing access to materials over the web
  • Track page views and document downloads to gauge interest and provide insight to sales pipelines