List of Backstop Data Services Customers
Chicago, 60606, IL,
United States
Since 2010, our global team of researchers has been studying Backstop Data Services 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 Data Services for CRM and Investor Relationship 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 Data Services for CRM and Investor Relationship Management include: Paine Schwartz Partners, a United States based Banking and Financial Services organisation with 80 employees and revenues of $90.0 million, Capital Generation Partners United Kingdom, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $15.0 million, Nepc, a United States based Professional 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 Data Services, 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 Data Services 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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Capital Generation Partners United Kingdom | Banking and Financial Services | 50 | $15M | United Kingdom | Backstop Solutions | Backstop Data Services | CRM and Investor Relationship Management | 2025 | n/a |
In 2025, Capital Generation Partners implemented Backstop Data Services to consolidate qualitative and quantitative inputs for fund evaluation, manager selection and due diligence across its investment teams in London. The engagement centers on Backstop's Research Management System with Backstop Data Services acting as the centralized data and research repository. This deployment positions Backstop Data Services as the firm's CRM and Investor Relationship Management platform for research led due diligence and manager assessment workflows.
Configuration emphasized research management and structured due diligence workflows, with implemented capabilities for researcher note capture, standardized manager questionnaires and configurable fund assessment templates. The implementation consolidated multi asset research inputs and performance data into a single repository, and established workflow automation for review routing and approval of manager selection decisions. These functional modules reflect core CRM and Investor Relationship Management practices around relationship records, research artifacts and assessment scoring.
Integration work inferred Backstop Data Services for multi asset data consolidation to feed the RMS driven due diligence process, enabling ingestion of market and internal datasets into the research repository. Operational coverage focused on Capital Generation Partners investment teams in London, standardizing fund evaluation and manager selection processes while enforcing role based access controls and audit trails to support governance. Rollout and adoption centered on RMS driven due diligence workflows to unify research, evidence capture and decision records across portfolio research and manager selection functions.
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Nepc | Professional Services | 10 | $1M | United States | Backstop Solutions | Backstop Data Services | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Nepc implemented Backstop Data Services as its CRM and Investor Relationship Management platform to consolidate research, deliverables and real time dashboards across consulting and OCIO teams in North America. The effort created a single platform to house research and analytics while centralizing investor relationship records and reporting for consulting and OCIO workflows.
The deployment focused on research management and analytics, with Backstop Data Services used for research management and analytics RMS workflows including research intake, tagging, deliverables tracking, and consolidated investor CRM records. Configuration emphasized unified dashboarding and a reporting layer, and inferred Data Services usage included data ingestion, normalization, and a centralized analytics endpoint to support cross functional visibility.
Operational coverage concentrated on Nepc’s consulting and OCIO teams in North America, affecting research, investment consulting, client reporting and relationship management functions. Backstop Data Services unified disparate research outputs and CRM entries into a centralized repository so analysts and consultants could access synchronized dashboards and shared deliverables.
Governance work prioritized standardized research and deliverable workflows and clearer data ownership to sustain the single platform approach. Backstop reported the equivalent savings of three full time employees annually as part of the project case study, and no other quantified outcomes were disclosed.
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Paine Schwartz Partners | Banking and Financial Services | 80 | $90M | United States | Backstop Solutions | Backstop Data Services | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Paine Schwartz Partners selected Backstop Data Services from Backstop Solutions to support fundraising, investor relations and deal management. The deployment targets CRM and Investor Relationship Management workflows to provide a consistent, holistic view of the investor lifecycle and the deal pipeline across the firm in the United States.
Backstop Data Services was configured to centralize CRM and investor relations recordkeeping, streamline reporting and standardize pipeline management. Functional capabilities implemented include investor profile and relationship tracking, deal pipeline staging and reporting, and email and calendar integration to align investor communications with activity records and outreach workflows.
The implementation covers fundraising, investor relations and deal teams, integrating CRM driven pipeline updates with calendaring and email touchpoint capture to improve cross-team collaboration. Governance centered on a single system of record for investor interactions and a unified pipeline view to reduce data fragmentation and support consistent investor communications and collaboration.
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