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Capital Generation Partners selects Backstop Solutions RMS to boost fund evaluation and due diligence

NEW YORK – 25 February 2025: ION Analytics, a global provider of personalized, predictive data and market intelligence to advisers, banks, investors, law firms, and corporates, announces that Capital Generation Partners has selected ION-owned Backstop Solutions’ (Backstop) Research Management System (RMS) to improve its fund evaluation, manager selection, and due diligence process.

Capital Generation Partners is an investment advisory firm to ultra-high net worth clients. Based in London, it currently has $3.5 billion AuM. Capital Generation Partners delivers bespoke investment advice to families, trusts, and endowments. The firm advises clients on asset allocation and manager selection, and provides institutional-quality performance analytics on the resultant investment portfolios. After a thorough selection process, Capital Generation Partners found Backstop’s RMS to be the best fit for its investment evaluation needs. The team chose Backstop for its multi-asset class capabilities, intuitive and user-friendly UI/UX, and credibility in public and private markets.

Backstop’s innovative RMS enables Capital Generation Partners to consolidate its qualitative and quantitative data and documents into a unified platform across all asset classes. With multiple investment teams covering various asset classes, Backstop’s RMS will enable Capital Generation Partners to maintain a consistent, holistic view of all inputs, supporting collaboration and decision-making.

Richard Adams, COO at Capital Generation Partners, comments:“We are excited to collaborate with ION Analytics and Backstop and believe that the partnership will enable us to continue delivering superior investment outcomes. Bringing Backstop on board will help us with our investment due diligence in the private and public sectors.”

Greg Fujii, Head of Investor Sales at ION Analytics, comments: “We are delighted that Capital Generation Partners selected Backstop’s RMS to enhance its fund evaluation and due diligence process. Our platform is multi-asset class capable and tailored to meet the needs of private and public investment strategies. We look forward to helping Capital Generation Partners streamline its operations and improve investment decision-making.”