Solution introduction

Software to Manage Your Deal Pipeline

Holistic deal pipeline management solution with data, document, reporting, and pipeline capabilities

Deal teams are constantly exploring, researching, and assessing potential deals to identify the best investment opportunities that drive the greatest return. Backstop’s platform combines data, document, reporting, and pipeline management capabilities to help deal teams review and assess opportunities with speed and accuracy.

Benefits

  • Monitor and optimize the progression of investment deal flow through the pipeline
  • Achieve transparency across the deal team and IR team
  • Standardize acquisition and due diligence processes as best practices
  • Consolidate deal data to make strategic investment decisions
  • Ensure the collection of all data points required to inform the investment decision
  • Run analytics to understand which deal source relationships are most productive

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.