List of Backstop Accounting - Portfolio Customers
Chicago, 60606, IL,
United States
Since 2010, our global team of researchers has been studying Backstop Accounting - Portfolio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Backstop Accounting - Portfolio for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Backstop Accounting - Portfolio for Portfolio and Investment Management include: Duke University, a United States based Education organisation with 27413 employees and revenues of $3.90 billion, Atalaya Capital Management LP, a United States based Banking and Financial Services organisation with 56 employees and revenues of $7.0 million, Freestone Capital Management, a United States based Banking and Financial Services organisation with 24 employees and revenues of $3.0 million, Ironwood Capital Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Backstop Accounting - Portfolio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Backstop Accounting - Portfolio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Atalaya Capital Management LP | Banking and Financial Services | 56 | $7M | United States | Backstop Solutions | Backstop Accounting - Portfolio | Portfolio and Investment Management | 2015 | n/a |
In 2015, Atalaya Capital Management LP implemented Backstop Accounting - Portfolio to centralize its fund accounting and reporting capabilities. The deployment targeted finance and investment operations and is categorized under Portfolio and Investment Management, aligning the application with portfolio accounting, investor reporting, and general ledger integration use cases.
The implementation of Backstop Accounting - Portfolio established core functional modules typical for the category, including position level accounting, net asset value calculations, fee and carried interest processing, reconciliation workflows, and audit trail controls. Configuration emphasized standardized chart of accounts, role based access for accounting and investment teams, and process orchestration for month end close and investor statement generation, supporting governance through consolidated accounting rules and documented workflows.
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Duke University | Education | 27413 | $3.9B | United States | Backstop Solutions | Backstop Accounting - Portfolio | Portfolio and Investment Management | 2016 | n/a |
In 2016, Duke University adopted Backstop Accounting - Portfolio, deploying Backstop’s Hedge Fund Liquidity package and subsequently adding additional Backstop modules to support management of the university’s multi billion endowments and investment pools in the United States. The implementation positioned Backstop Accounting - Portfolio as a core platform for Portfolio and Investment Management functions within Duke Management Company, aligning portfolio and liquidity accounting processes under a single vendor solution.
The initial Hedge Fund Liquidity package delivered consolidated liquidity insights and liquidity profiling capabilities, and vendor statements indicate other Backstop modules were added to extend portfolio accounting, consolidated reporting, and operational control workflows. Configuration work focused on mapping fund structures, accounting ledgers, and delivering liquidity dashboards and portfolio-level visibility typical of Portfolio and Investment Management systems. These modules supported standard fund accounting and liquidity management workflows used in endowment and investment pool operations.
Operational rollout extended use of Backstop Accounting - Portfolio across investment teams, portfolio managers, accounting, and operations groups at Duke Management Company within the United States, with vendor-sourced commentary noting expanded platform adoption across teams. Governance and workflow changes emphasized standardized liquidity reporting and shared operational processes to centralize visibility for portfolio and liquidity accounting stakeholders.
Outcomes stated by the vendor included centralized liquidity insights and expanded use of the Backstop platform across teams, and Backstop Accounting - Portfolio is cited as supporting portfolio and liquidity accounting processes for Duke’s endowments and investment pools under the Portfolio and Investment Management category.
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Freestone Capital Management | Banking and Financial Services | 24 | $3M | United States | Backstop Solutions | Backstop Accounting - Portfolio | Portfolio and Investment Management | 2010 | n/a |
In 2010, Freestone Capital Management implemented Backstop Accounting - Portfolio to centralize CRM and consolidate portfolio data for its alternative strategies in the United States. The deployment leverages the Portfolio and Investment Management application to ingest values, transactions, and performance data and to maintain a single source of truth for portfolio accounting and investor reporting.
Backstop Accounting - Portfolio was configured to support portfolio and accounting workflows, including uploading security values, transaction processing, and performance calculation inputs. Functional configuration emphasized portfolio-level accounting records, reconciliations, and automated report generation to support recurring performance and investor reporting needs.
The implementation centralized CRM data within Backstop, aligning investment operations, portfolio management, and client reporting functions at Freestone. Governance focused on standardized data upload processes and automated reporting workflows, which supported improved reporting cadence and operational efficiency.
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Banking and Financial Services | 10 | $1M | United States | Backstop Solutions | Backstop Accounting - Portfolio | Portfolio and Investment Management | 2019 | n/a |
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