Backstop Solutions
Institutional CRM and research management for alternatives
3.9Enterprise / CustomBest for LPs, funds of funds and IR-heavy managers
CRM Investor Relations Institutional
Overview
Backstop Solutions Suite is a cloud CRM, research management and portal platform for institutional investors — funds of funds, hedge funds, PE firms, consultants and family offices. Long established (it acquired ProTrak and PerTrac), it centers on investor relations, capital raising and research note management rather than deal origination.
Key features
- Institutional CRM for IR and capital raising
- Research management (notes, docs, meetings)
- Investor portal and document distribution
- Fund performance tracking (PerTrac heritage)
- Outlook integration
Pros
- Strong research-management workflows LPs and FoFs love
- Purpose-built for institutional investor relations
- Mature, stable platform
Cons
- Less suited to buyout deal-pipeline workflows
- UI feels legacy next to modern CRMs