Backstop Field Manager and Enhanced Entity Views for Structured Investment Data

GPs, LPs, and investment consultants depend on accurate, well-structured data to support capital raising, diligence, portfolio reporting, and client service. As data models grow more complex, configuring fields, maintaining governance, and viewing the right information in context has often required workarounds and manual effort.

The new Field Manager and enhanced Entity Views designed to change that—giving teams better control over their data structure and clearer visibility into how key data points evolve over time.

Manage fields centrally and view key data directly where it’s used with Field Manager and enhanced Entity Views

What’s New

Field Manager centralizes how fields are created, validated, and governed. Enhanced Entity Views make it easier to view and edit both standard and time series data directly within relevant .

Together, they simplify setup, improve consistency, and prepare teams for more advanced data‑driven and AI‑enabled workflows.

Key Enhancements

• Fields are now managed independently of layouts through a centralized Field Manager.
• A shared Field Template Library supports consistency across teams.
• Time series fields can be viewed and edited directly within Entity Views.
• Groups and Tabs improve entity views organization and
• List management is faster with in‑place creation and editing.
• More granular validation across field types strengthens data governance.

What This Means for You

For GPs

Track prospecting and capital‑raising fields with greater consistency and control. Before an IC or prospect meeting, GPs can review and update key data points—such as pipeline status or engagement metrics—directly within entity views, reducing prep time and improving decision readiness.

For LPs

Manage fund research and deal-related data with clearer ownership and historical context. Time-series fields in views make it easier to track how manager metrics evolve across review cycles, supporting better governance and continuity.

For Investment Consultants
Organize asset‑class‑specific diligence fields in a way that aligns with research workflows. Investment consultants can update and review structured data directly where it’s used, improving coordination across research and advisory teams.

Why This Matters Now

As investment organizations prepare for more advanced analytics and agent‑driven AI capabilities, having well‑structured, governed, and observable data is foundational. Field Manager and Entity Views help tailor Backstop to the specific nuances of capital raising, diligence, client service, and portfolio reporting—while ensuring your data is ready for what comes next.

Learn More

See how Field Manager and Entity Views support your data model today—and set you up for more intelligent workflows in the future. Connect with our team to explore your use case.