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Backstop

Fintech · Chicago, United States · Founded 2003

Portfolio and CRM software for institutional investors MoreLess

Backstop Solutions Group | CRM Software, Investor Relations, Portfolio Management - Backstop Solutions Group Menu Solutions For Hedge Funds Funds of Funds Endowments Foundations Institutions Pensions Family Offices Private Equity Venture Capital Consultants Advisors Products CRM - Relationship Management Investor Relations Portfolio Management Research Management Backstop Mobile InvestorBridge for Web Reporting Professional Services Modules Partnership Accounting Portfolio Accounting Company About Backstop Leadership Team Partners Backstop Foundation Careers Blog News Events Events News Press Releases White Papers Resources Backstop User Conference Contact Us Backstop Solutions Group empowers the institutional investment community to make smart, creative business decisions - all with actionable intelligence provided via the cloud. Powerful Software. Intelligent Solutions. Learn More It's time to work smarter. Backstop's highly-integrated software is purpose-built for institutional investors. Our functionality allows you to efficiently manage relationships, communicate with clients and monitor multi-manager portfolios. With all this in one centralized database, you'll have the tools you need to make better business and investment decisions, reduce risk and retain capital. Watch Our Video Hedge Funds Fund of Funds Private Equity Endowments Family Offices Consultants Advisors Institutions Pensions Solution is in our name. We serve more than 600 clients worldwide. Our experienced team currently supports clients in the Americas, Europe, Middle East and Asia. Backstop looks to partner with each of our clients in order to provide them with more than just software. Our aim is to deliver highly customizable solutions to meet each clients unique business requirements. Learn More College of the Holy Cross Case Study The advantages Backstop gives us are vast from managing investment due diligence in a centralized database, managing and reporting on complex liquidity terms to automatically syncing emails and contacts. Dan Ricciardi, Investment Officer, College of the Holy Cross Learn More 97% Client Retention rate since 2005 Backstop is the preferred customer relationship management tool for investment firms. - According to a 2014 Global Hedge Fund Technology Benchmark Study. of clients comefrom referrals of clients wouldrecommend BackstopAccording to customer survey Our clients'combined AUM Awards News Events Backstop Announces the Launch of Backstop Blog | Chicago | February 4Company blog to focus on industry trends and user best practices.Read More Backstop Expands in EMEA | Chicago | December 14Craig Rowland joins Backstop as VP of Institutional Sales to focus on operations and growth.Read More Backstop Appoints Head of Information Security | Chicago | December 9Michael Neuman joins Backstop to oversee data and information security.Read More Join us for an Alternative Investment Industry Panel | New York City | February 24Join Backstop and ACA Compliance at the Lamb's Club for an industry panel and networking cocktail reception.Read More All Events [email protected] 312-277-7700 Solutions For Hedge Funds Funds of Funds Endowments Foundations Institutions Pensions Family Offices Private Equity Venture Capital Consultants Advisors Products CRM - Relationship Management Investor Relations Portfolio Management Research Management Backstop Mobile InvestorBridge for Web Reporting Backstop CMS Professional Services Modules Our Company Leadership Team Events Press Releases News White Papers Resources Partners Backstop Foundation Careers Contact Us Backstop Support Client Portal User Conference Security Infrastructure Safe Harbor Privacy Policy

Valuation $0–100M
Revenue $10–50M
Headcount 100–500
Total funding $10–50M
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Company overview

Backstop company information

The essential company record, classifications and operating signals in one place.

Status
Acquired
Founded
2003
Headquarters
Chicago, United States
Employees
102
Open positions
None listed
Dealroom signal
60.3
Investment activity
1 companies · latest Jun 2015
Capital deployed
Preferred round
ACQUISITION
client focusb2bsub industryWealth ManagementsectorAccountingbusiness modelSaaSsectorHedge FundsindustryFintechsectorRisk ManagementsectorCRMsectorPortfolio Managementsectorprivate market datasectordeal executionindustryEnterprise Software

Valuation & funding

Backstop funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONExit Jan 2021 $0 ION Analytics
SERIES BEquity / VC Oct 2018 $20M $80M Roger B. Kafker · Tao Huang · Vistara Growth · David Bradley
Showing 2 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $21M 0% 100
2025 $21M 0% 200
2024 $21M 0% 200
2023 $21M 0% 200
2022 $21M 0% 200
2021 $21M 0% 200
2020 $21M 213
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Backstop website traffic

Latest recorded traffic for Backstop is 13K monthly website visits, down 58.1% over the last three months. Backstop's team declined 49% over the past year.

Latest monthly visits13K 3-month web change-58.1% 1-year team growth-49%
Monthly website visits11 observations · Sep 2025–Jul 2026
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Comparisons

Backstop compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Capital deployed

Backstop investments and acquisitions

Recent portfolio relationships for companies that also act as investors or acquirers.

Talent graph

Backstop's talent

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Team profiled 17 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

5 investors on Backstop's cap table

Sourced from Dealroom's funding and investor records.

Series A 4 investors entered at this stage
Vistara Growth
Roger B. Kafker
Tao Huang
David Bradley
Other known 1 additional known investor
ION Analytics

Global footprint

Where Backstop has talent and traffic

Workforce by country
🇺🇸 United States · Chicago HQ
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In the news

Latest news about Backstop

Recent press, funding announcements, and product moves mentioning Backstop — open to read from the original sources.

See all news

Market sentiment

What the market is saying about Backstop

An AI-synthesized read of the highest-engagement posts about Backstop on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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