Backstop Solutions
Institutional CRM and portal for investor relations
3.9Enterprise / CustomBest for Firms managing institutional LP relationships at scale
Investor Relations CRM Institutional
Overview
Backstop Solutions Suite is a cloud CRM, research management and investor-portal platform for institutional investors — long established with funds of funds, consultants, family offices and fund managers (it acquired ProTrak and PerTrac). Venture firms with institutional LP bases use it to run IR, fundraising pipelines and document distribution at consultant-grade standards.
Key features
- Institutional CRM for IR and capital raising
- Investor portal and document distribution
- Research management (notes, docs, meetings)
- Fund performance tracking (PerTrac heritage)
- Outlook integration
Pros
- Purpose-built for institutional investor relations
- Research-management workflows LPs and consultants respect
- Mature, stable platform
Cons
- Heavy for a seed fund's IR needs
- UI feels legacy next to modern tools