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Backstop

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Portfolio and CRM software for institutional investors

Chicago, United StatesFounded 2003Fintech
Valuation $100–250M Last recorded · 2018
Revenue $10–50M Latest reported FY
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
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About Backstop

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

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2003
Headquarters
Chicago, United States
Employees
102
Open positions
None listed
Dealroom signal
60.3/100
Industry
Fintech, Enterprise Software
Sub-industry
Wealth Management
Sector
Fintech, Accounting, Hedge Funds, Risk Management, CRM, Portfolio Management, private market data, deal execution
Business model
SaaS
Client focus
b2b
Investment activity
1 company, latest Jun 2015
Capital deployed
—
Preferred round
ACQUISITION

Funding history

2 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITION✓Exit Jan 2021 $0 — ION Analytics ↗
SERIES B✓Equity / VC Oct 2018 $20M $80M Roger B. Kafker · Tao Huang · Vistara Growth · David Bradley ↗
Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
2021
2020 —
Company filings, research estimates and Dealroom dataBook a demo for 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%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

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

Investors

5 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A4 investors entered at this stage

  • Vistara Growth
  • Roger B. Kafker
  • Tao Huang
  • David Bradley

Other known investors1 additional known investor

  • ION Analytics
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.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Chicago HQ
Book a demo for the full country breakdown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Backstop on X, ranked by likes and reposts, corporate channels excluded.

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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