Join Kenneth Lo (Sr. Product Manager at Horsley Bridge Partners) as he walks through how they use Backstop with regards to tracking custom data, planning effective road shows, and increasing efficiency with activity tracking. * Download the deck to view the speaker notes.

2. Boosting Efficiency with Backstop
Kenneth Lo, PMP | Sr. Product Manager

3. Icons
• Time saving tips and tricks
• Features that need to be
activated by your
Relationship Manager or
Support
Boosting Efficiency with Backstop

4.  Five Missions
 Live Actions
 Stump the Panel
@backstop @klopmp

5. Every millisecond counts
http://fastkadence.com/worlds_2015

7. Add prospects for
upcoming Meow VC
Fund VIII (MV8)
Mission 1 of 5
Annual Meeting Wrap-Up

8. Excel Upload
BackstopExcelNew Contacts

9. Remove duplicate
records
Mission 2 of 5
Spring Cleaning

10. Report Builder
Report ETL Backstop

11. Track Buying
Temperature and
prominently display it
Mission 3 of 5
MV8 Fundraising

12. Entity Definition Manager
Custom List Home Page
Custom Entity
Page

13. Compile recent intel for
cross-Pacific flights
Mission 4 of 5
Prospect Visits

14. Summary Book
Activities Summary Book Bon Voyage

15. Research on LinkedIn,
Twitter & PitchBook
Mission 5 of 5
Due Diligence

16. Custom Links
Public Data Think Tank
Actionable
Insight

19. Visualize and
summarize prospect
data in print-friendly
format
Advanced Mission
Investment Committee Meeting

20. Excel Toolkit (ETK)
Data Import VBA/Macros
Data
Visualization

21. klo.pm/buc18

22. Questions?

23. Please provide
feedback for this
session using your
BUC app
Boosting Efficiency with Backstop

24. Need More
Direction?
Boosting Efficiency with Backstop
1. Stop by the BackCHAT Bar
2. Contact Support:
support@backstopsolutions.com
+1 (312) 277-7702
3. Continued Learning:
support@backstopsolutions.com