The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.

The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

The flexibility of the software can also make things incredibly complicated and difficult to use at times.

Investment consulting - Good software - lots of training required.

Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.

Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily.

This software is a great value compared to other products available.

I love the simplicity and ease of use of the software.

The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work.

I like Backstop and it's important for our team to function.

More standardized risk and return performance reports.

Reporting is a bit cumbersome and slow. Customization is limited.

Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.

Easy to customize reports and fields. I like the formula functions on the reports.

There are so many fields to choose from, sometimes you are lost.

Ease of use, reporting, intuitive user interface, Rest API.

With Backstop, we are able to track our investor relations work with ease. In addition, customer feedback is very important and the support team is extremely responsive and supportive.

Still new using, but I like how it can be customized to fit our needs.

The wide range of functionality is a good solution for various needs across different departments.

It is very intuitive and user-friendly. The sales/support team will work with you for any bespoke request and will help you customize the product to fit your firm and team's optimal needs.

It's hard to organize the data. We always have duplicates.

Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

Analytical tools are great. The software is also very flexible and allows for individual customization of many items.

Great tool for investment team to track meetings/calls as well as manage our massive database of documents.

Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

As a Foundersuite customer, I feel like I'm getting the services of a great advisor on top of the software itself.

Foundersuite offers a turnkey solution while allowing for customization, something especially invaluable for emerging fund managers.

Inconsistent UX / can be confusing at times. Some features change behavior with generation updates... quirkiness.

Exceptionally easy to tailor to my own needs; integrates well with my other software; great asset.

Raising capital is a full time job, and the learning is constant. Foundersuite enables me a great deal of flexibility and data manageability to keep it all organized and rolling forward.

The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.

Easy to use interface, excellent integrations with 3d party services and great investor communication tools. It is very well optimized to manage your investor pipeline.

I really enjoy how intuitive it is. At the same time, the more I use it, the more useful the platform becomes.

I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.

Amazing support, specially I want to thank Nathan for his help.

Investor database is limited, particularly outside the US.

Very easy to use, the software is intuitive and the layout is very clean. I really like the visualizatio of money raised/committed with the ability to put a % chance per investor.

It also has a ton of resources for startup founders to save time and stay organized. My go-to feature is the investor database which makes it simple to research and qualify VC's and angels.

I say this knowing that the majority of users that will use Foundersuite are start-up entrepreneurs, and as such, I severely doubt there will be any missed value due to complacency.

The dashboard is well designed and easy to navigate. The ability to save contact information for potential investors, track conversations, set reminders, etc. is great.

I love the ability to search for potential investors.

The investor reports are nice and easy to assemble...I need more characters but there isn't enough great things to say lol.

The structure of the software is handy and it helps to have in one place a lot of supports. It is very useful to have a pipeline that keeps records with contacts and connections.

When filling out the investor reports, due to having a plugin (Gramarly), I often-times have to re-write sentences which is annoying.

The first time I used (this was over a year ago) it, I was a little confused about how to use it.

Great product that can save a lot of time and super easy to use.

With more than 150 VC's in my funnel, having a quick tool to sort and filter activity has been super helpful in running a strong and organized campaign.

I was able to keep track of several investors for a while until we realized that lead gen was our main problem.

Makes me sad when I'm on the go because I get into situations where I want to look up or change stuff when on the go.

I think you know if you picked the right tool if you just never wonder whether there's something better.

US Dollar

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. 

Features of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.

Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.



LongDescription

For Sell-Side Firms

For Hedge Funds

Fee Management

Access Controls/Permissions

For Investors & Traders

General Ledger

Bank Reconciliation

For Venture Capital

Financial Analysis

Relationship Tracking

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Portfolio Analysis

Team Assignments

Calendar Management

Collaboration Tools

For Buy-Side Firms

Template Management

Data Import/Export

Accounting

Contact Management

Portfolio Accounting

For Investment Advisors

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Compliance Management

Performance Metrics

Territory Management

Manager Profiling

Benchmarking

Marketing Automation

Portfolio Rebalancing

Role-Based Permissions

Client Portal

Investor Management

For Fund of Funds

Reporting & Statistics

Sales Automation

For Real Estate

Performance Analysis

Investments Tracking

For Multi-Family Offices

Partnership Accounting

Asset Lifecycle Management

Compliance Tracking

Monitoring

Fund Management

Client Management

Drag & Drop

Investor Reporting

Campaign Management

Document Management

For Family Offices

Financial Reporting

Profit/Loss Statement

Search/Filter

Investor Accounting

Real Time Analytics

Forecasting

Enterprise Risk Management

Operational Risk Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Activity Tracking

Private Equity

Task Scheduling

Scenario Planning

Financial Management

Risk Assessment

Risk Analysis

Customer Database

Customizable Fields

Portfolio Modeling

Risk Management

Email Templates

Self Service Portal

Audit Trail

Valuation Management

Sales Reports

Real Time Data

Historical Reporting

Vendor Management

Workflow Management

Email Management

Visual Analytics

Activity Dashboard

Alerts/Notifications

Investment Management

Modified Dietz Analysis

Data Visualization

Deal Management

Calendar Sync

Web browser (OS agnostic)

Contact Backstop Solutions for detailed pricing information.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

1000+

Backstop

In Person

Live Online

Webinars

Documentation

Videos

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, relationship tracking, performance metrics and fund management. 


Current and prospective investors can generate reports using Foundersuite for internal/external recipients and set database access preference to public or private for ensuring data security. The solution allows enterprises to send notifications, host pitch decks online, track report views and monitor engagement between investors and stakeholders. Additionally, the centralized platform stores all Facebook, LinkedIn and other social connections of investors, which helps startup teams find the right investors and initiate contact with them.


Foundersuite's dashboard provides visibility into the latest investment updates across fundraising pipelines to ensure transparency in investor relations. Pricing is available on a monthly subscription and support is extended via documentation, FAQs and other online measures. 



Basic plan is free; Silver plan is $49/month; Gold plan is $69/month.

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