Case Study: The Hillman Company achieves unified investor visibility and a single point of access with Backstop Solutions

The Hillman Company - Customer Case Study

The Hillman Company, a fully integrated family office investing across private equity, venture capital, growth equity, and energy, needed a purpose-built system to preserve institutional knowledge and give its investment team a holistic view of investor relationships. After finding Salesforce insufficient for their needs, The Hillman Company selected Backstop Solutions and its research and portfolio management platform tailored to family offices.

Backstop Solutions implemented a single, centralized system loaded with cashflows, values, and commitments, and is rolling out a client portal and liquidity module. The new platform eliminated the need to access “three, four, or even five different systems,” giving the investment team instant access to performance, cashflows, evaluations, and process documentation, improving collaboration, investor visibility, and long-term knowledge retention.

The Hillman Company

Andrew McQuarrie

Vice President of Accounting and Information Services