Purpose‑built for the institutional investment ecosystem — LPs, GPs, and Consultants who need clarity, speed, and smarter workflows.

The institutional investment industry moves fast. Teams across LP organizations, GP firms, and consulting practices are navigating more data, more communication, and more complexity than ever before. Yet the tools meant to support them often slow them down. Scattered information, manual processes, and siloed workflows make it difficult to maintain a clear operational view across teams.

Backstop’s new Explorer Suite changes that. Built within Backstop’s investment management software platform, Explorer Suite gives investment, IR, and advisory teams instant access to the information that drives decisions, strengthens relationships, and accelerates progress. Whether you’re evaluating opportunities, managing products and portfolios, or tracking engagement across your organization, the Explorer Suite brings clarity to your day and momentum to your work.

Activity Explorer: Every interaction in one place

For GP  teams who rely on consistent communication to drive relationships and outcomes, Activity Explorer organizes every email, call, meeting, and note in a single, searchable hub. It’s the visibility you need to strengthen engagement and ensure nothing slips through the cracks.

Activity Explorer empowers your team to:

• See all communication and correspondence in one place.
• Filter and group activities by contact, team member, date, or type.
• Drill into specific interactions with Panel View.
• Identify engagement patterns and follow‑up needs.
• Share insights across teams with permission‑based access.

When your relationships are your advantage, Activity Explorer helps you protect and grow them.

Product Explorer: Total visibility into your products and portfolios

For IR teams responsible for communicating performance and managing complex product universes, Product Explorer delivers a clean, centralized view of every vehicle and portfolio. It’s built for teams who need to move seamlessly between research, analysis, and client engagement.

With Product Explorer, you can:

• Track products and portfolios with clarity and speed.
• Surface performance insights in seconds.
• Tailor views for client conversations or internal reviews.
• Filter dynamically across product types, strategies, and exposures.
• Share curated views across your team with controlled access.

Whether you’re preparing for a client meeting, analyzing trends across offerings, or managing a broad product shelf, Product Explorer gives you the intelligence to deliver with confidence.

Deal Explorer: Your direct investment pipeline, unlocked

For GP deal teams and who need to evaluate opportunities quickly and confidently, Deal Explorer centralizes every stage of your pipeline in one intuitive, high‑speed view. It functions as a deal flow management tool that centralizes your entire deal lifecycle, from sourcing through approvals. Instead of stitching together data from multiple sources, you can group, filter, sort, and drill into details in seconds.

Deal Explorer gives you:

• Immediate access to all of your deal records.
• Fast grouping, filtering, sorting, and aggregation.
• A Panel View that lets you drill into deal details instantly.
• Personalized layouts tailored to how your team works.
• Dynamic filters based on users and user groups.
• Easy sharing with permission controls to ensure the right people see the right information.

From early‑stage sourcing to final approvals, Deal Explorer helps your team stay aligned, organized, and ahead of every opportunity.

Why Explorer Suite changes how institutional investment teams work

The Explorer Suite sits on top of Backstop’s powerful platform and complements the native Report Builder, giving you both the depth of custom reporting and the speed of real‑time exploration.

Across all Explorers, you get:

• Lightning‑fast access to thousands of records.
• Intuitive grouping, filtering, sorting, and editing.
• Personalized views for every user.
• Dynamic filters based on users and user groups.
• Panel View for instant drill‑downs.
• Team‑wide sharing with controlled permissions.

These capabilities aren’t just features, they’re accelerators. They help LPs, GPs, and Consultants operate with more intelligence, more alignment, and more momentum.

Ready to explore what’s possible with Backstop’s Explorer Suite?

If you’re a Backstop client, connect with your Relationship Manager to learn how to activate or optimize Explorer Suite for your team. If you’re new to Backstop, contact us to see how Explorer Suite can transform the way your organization works.