In this video, Adam Hoit, Head of Product, Data, and Onboarding at Backstop, discusses how investment firms can streamline operations by connecting data, research, and workflows in a single platform.

As LPs, GPs, and investment consultants manage increasing volumes of documents, communications, and performance data, many firms still rely on disconnected systems to support fundraising, due diligence, portfolio monitoring, and client reporting. These fragmented workflows create operational inefficiencies, duplicate work, and data governance challenges.

Backstop is designed to unify investment data and content across the lifecycle — from pipeline tracking and manager research to portfolio monitoring and reporting. Adam explains how embedded intelligence and secure, client-compatible AI can help teams surface relevant information faster while maintaining data control and auditability.

Watch the video to learn how investment organizations can reduce operational complexity, improve collaboration across stakeholders, and support scalable investment operations with a connected investment operations platform.