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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.

Description

Search10K is an innovative AI platform designed to transform SEC filings into concise, actionable insights tailored for equity researchers, investors, analysts, and competitive intelligence teams. Users can search using keywords or tickers while benefiting from synonym expansion, filter through multiple companies simultaneously, and minimize false positives by excluding exhibits, allowing them to quickly access key highlighted passages. The platform also features a Theme Browser for exploring pre-made themes or creating custom ones, enabling users to monitor sentiment and risk trends over time, compare peers, and identify significant signals such as M&A activity through intuitive dashboards and treemaps. Additionally, users have the capability to export filings in bulk as HTML, download results in CSV format, set up alerts, and seamlessly integrate with their existing workflows via APIs, ensuring that both new and historical filings are consistently updated. This comprehensive tool empowers users to make more informed decisions based on the wealth of data available in SEC filings.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

AlternativeSoft
PitchBook

Integrations

AlternativeSoft
PitchBook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Backstop Solutions Group

Founded

2003

Country

United States

Website

www.backstopsolutions.com

Vendor Details

Company Name

Search10K

Founded

2025

Country

Canada

Website

search10k.com

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

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