at Financial Technnology Year
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Preqin Pro from Preqin
Offers comprehensive alternative data on private equity, venture capital, hedge funds, real estate, and infrastructure. Provides insights on fundraising, deals, fund performance, and investor activity for informed investment decisions.
Product analysis by function
Alternative Data Platforms for Investment Research & Analysis
Tools that collect, process, and analyze non-traditional data sources such as satellite imagery, social media sentiment, credit card transactions, and mobile location data to generate investment insights not available from conventional sources.
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Data Coverage & Sources
(6 Yes /7 Known /12 Possible features)
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Number of Data Sources Total distinct alternative data sources (e.g., satellites, social, POS) the platform integrates. |
No information available | |
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Source Diversity Range of data types covered (e.g., geospatial, transactional, web-scraped, sensor data, etc.) |
No information available | |
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Data Source Transparency Level of disclosure around data origins and collection methods. |
Preqin publishes methodology and data sourcing information, offering moderate-to-high transparency. | |
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Coverage Geography Geographical breadth of alternative data (e.g., global, regional, local markets). |
No information available | |
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Historical Depth Amount of historical data available for backtesting and longitudinal analysis. |
No information available | |
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Source Update Frequency How often new data is ingested from sources. |
No information available | |
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Exclusive or Unique Sources Whether the platform provides access to otherwise unavailable/uncommon datasets. |
Some proprietary/private datasets (especially primary sourced intelligence from investor and manager surveys). | |
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Source Verification Processes in place to verify data authenticity and quality. |
Describes rigorous verification and cross-check processes for data quality in documentation. | |
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Consent & Compliance Ensures data sources are ethically and legally obtained with proper user consent. |
States compliance with regulations (GDPR), emphasis on ethical sourcing and user consent. | |
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Real-Time Data Availability Whether some or all data sources provide real-time or near-real-time feeds. |
Not as far as we are aware.* Data is not real-time; updates are periodic (e.g., daily or weekly). | |
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Unstructured Data Handling Ability to process and integrate unstructured data such as images or text. |
Handles both structured and some unstructured information, such as manager notes and documents. | |
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Data Licensing Terms Clarity Transparency and clarity of the licensing rights and restrictions regarding data use. |
Licensing and permitted uses are clearly documented on the Preqin website. |
Data Quality & Integrity
(7 Yes /7 Known /10 Possible features)
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Error Rate Frequency of data processing or reporting errors. |
No information available | |
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Missing Data Handling Systematic mitigation of gaps or missing values in data streams. |
Preqin states use of quality control and imputation methods for missing or incomplete data. | |
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Data Normalization Standardization of datasets for ease of analysis. |
Preqin standardizes its data for reporting and analysis. | |
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Data Granularity Level of detail available (e.g., hourly, daily, per store, per SKU). |
No information available | |
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Quality Assurance Processes Robustness of quality control and regular audits. |
Mentions regular audits and quality assurance in public documentation. | |
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Latency Time delay between data creation and its availability on the platform. |
No information available | |
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Deduplication Automated detection and removal of duplicate entries. |
Deduplication of funds, deals, and manager entries explicitly described in documentation. | |
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Anomaly Detection System flags and explains outliers or errors in incoming data. |
Anomaly detection for outliers and conflicts is referenced in quality management materials. | |
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Imputation Techniques Advanced strategies for predicting and filling missing data. |
Advanced imputation used, especially where direct data is missing from primary sources. | |
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Version Control Ability to track changes and updates to datasets for auditability. |
Tracks historical dataset changes and updates, supports data versioning. |
Analytics & Insight Generation
(7 Yes /7 Known /11 Possible features)
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Prebuilt Analytics Number of out-of-the-box analytical models or dashboards for typical investment use cases. |
No information available | |
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Custom Analysis Capability Ability to build custom models or queries on platform data. |
Users can build custom queries and screens with advanced search/filter functions. | |
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Correlation Analysis Supports finding relationships between alternative data and traditional financial metrics. |
Supports finding relationships between alternative market data and benchmarks. | |
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Backtesting Tools Built-in functionality for testing investment hypotheses using historical data. |
Backtesting tools available for historical fund and deal performance analysis. | |
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Predictive Modeling Availability of machine learning or AI-driven forecasting modules. |
Proprietary predictive scoring for funds and managers, based on internal AI/ML models. | |
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Sentiment Analysis Detects and quantifies market sentiment from textual or social media data. |
No information available | |
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Geospatial Analytics Ability to map and analyze spatial data (e.g., satellite imagery). |
No information available | |
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Real-Time Alerting Automatic notification of significant changes or anomalies relevant to portfolio holdings. |
No information available | |
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Enrichment with Traditional Data Integrated blending of alternative and conventional financial data sets. |
Private capital data can be integrated with conventional financial data for benchmarking. | |
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Explainability of Models Features supporting interpretability of predictive signals and models. |
Model explainability is referenced in descriptions of scoring and analytics features. | |
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Scalability of Analytics Ability for analytic tools to function with large and growing data sets. |
The platform regularly handles increasing volumes of data and analysis. |
Integration & Accessibility
(7 Yes /7 Known /10 Possible features)
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API Availability Provision of programmatic data and analytics access via APIs. |
API access is standard for programmatic data retrieval (documented on site). | |
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Standard Data Connectors Prebuilt connectors to common analytics, BI, or portfolio management tools. |
Connectors for Excel, BI, and analytics platforms exist. | |
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Bulk Data Export Support for exporting large batches of raw or processed data. |
Bulk data export available for clients based on permissions/tier. | |
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Real-time Streaming Integration Ability for real-time data feeds to integrate into live workflows. |
No information available | |
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Cloud Storage Integration Compatibility with popular cloud storage solutions (AWS, Azure, GCP, etc.). |
Integrations with AWS, Azure, and cloud-based exports documented. | |
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Role-Based Access Control Enables fine-grained access management for different organizational users. |
Supports granular user management across enterprise clients. | |
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User Interface Usability Intuitive and efficient user interface for analysts and developers. |
Web-based app focused on user-friendly, modern interface for research. | |
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Mobile Access Functional accessibility from mobile devices (native apps or web). |
Web app optimizes for mobile access, confirmed in documentation. | |
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White-Labeling Possibility to customize the platform to align visually and functionally with client brand. |
No information available | |
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SDK Availability Provision of software development kits for easier custom integration. |
No information available |
Security & Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption Data stored and transmitted using modern cryptography standards. |
Describes use of encryption for data at rest and in transit. | |
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Audit Logging Maintains a complete log of access and actions for compliance. |
Maintains audit log and monitoring for compliance requirements. | |
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Regulatory Certifications Possession of certifications such as GDPR, CCPA, SOC2 relevant to data compliance. |
Preqin maintains GDPR and other standard certifications. | |
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User Access Controls Granular user and group-based permissioning on data and analytics. |
Granular user and data access control described in Preqin's documentation. | |
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Penetration Testing Regular vulnerability/pentesting assessments are performed. |
No information available | |
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Privacy Protection Guarantees regarding data subject anonymity and privacy protection. |
Privacy commitments for data subjects are clearly outlined on their site. | |
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Data Residency Options Ability to specify jurisdictions where data is stored or processed. |
Provides options for data residency (e.g., EU, US regions) to support compliance. | |
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Third-party Data Sharing Controls Restrictions/controls over redistribution of consumed data. |
Client-specific restrictions and legal controls on data redistribution. | |
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Security Incident Notification Automated alerting regarding breaches or suspicious activity. |
No information available | |
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Vendor Diligence Support Facilitates client due diligence workflows (DDQ, supporting docs, etc). |
Supports RFPs and due diligence with ready documentation/disclosures. |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
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Concurrent User Capacity Maximum number of active users supported simultaneously. |
No information available | |
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Query Response Time Median time taken to return analytics or data queries. |
No information available | |
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Data Ingestion Rate Volume of new data processed per unit of time. |
No information available | |
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Uptime SLA Service Level Agreement (SLA) on platform operational uptime. |
No information available | |
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Peak Data Storage Capacity Maximum volume of data the platform can host. |
No information available | |
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Elastic Compute Scaling Automatic scaling of compute resources to match workload. |
Platform supports elastic scaling on cloud for handling heavier workloads. | |
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Parallel Processing Support Ability to process multiple data streams or queries concurrently. |
Supports concurrent data stream and analysis operations. | |
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Data Retention Policy Flexibility Configurable data storage retention periods. |
Data retention can be customized to client needs, subject to contract. | |
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Performance Monitoring Tools Built-in dashboards or reporting for platform health and performance. |
Provides dashboards for monitoring system and performance status. | |
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Batch Processing Support Efficient support for large batch data operations. |
Processes allow for large batch data exports and processing. |
User Support & Documentation
(8 Yes /8 Known /10 Possible features)
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Onboarding Support Personalized setup, initial training, and account configuration help. |
Onboarding support and training provided for enterprise clients. | |
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Knowledge Base Extensive searchable documentation and tutorials. |
Extensive online documentation and tutorials available to users. | |
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Data Dictionary Comprehensive descriptions of each data field and its origin. |
Comprehensive data dictionary provided within the platform for all data fields. | |
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API Documentation Completeness Detail and clarity of technical integration guidelines. |
API documentation is thorough and maintained for clients and partners. | |
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Dedicated Account Management Assigned customer success managers for enterprise users. |
Enterprise clients receive dedicated account managers as part of premium tiers. | |
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Live Chat Support Immediate support via chat with platform staff. |
No information available | |
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User Training Workshops Regularly scheduled or on-demand platform training. |
No information available | |
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Community Forum User-to-user interaction and support hub. |
Preqin operates a user community forum for platform discussion and knowledge sharing. | |
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Localization Support Availability in multiple languages and time zones. |
Supports multiple language/time zone formats for global clients. | |
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Feedback Mechanism Ability for users to suggest features or report issues and track resolution. |
Feedback and support request mechanisms provided in-platform. |
Pricing & Contract Flexibility
(6 Yes /6 Known /10 Possible features)
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Usage-Based Pricing Option for pricing tied to volume or levels of consumption. |
No information available | |
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Tiered Subscription Models Multiple service tiers for diverse needs and budgets. |
Multiple subscription tiers for different client needs and budgets. | |
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Custom Enterprise Agreements Ability to negotiate bespoke terms for large clients. |
Large institutional clients may negotiate custom enterprise contracts. | |
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Transparent Fee Structures Upfront and clear disclosure of fees across all services. |
Preqin discloses detailed fee structures to prospective clients. | |
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Free Trial Availability Short-term trial or demo use before commitment. |
Free trial available on request, or by arrangement through sales team. | |
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Minimum Contract Term Shortest term for standard agreements. |
No information available | |
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Add-On Modules Pricing Clarity and flexibility of pricing for optional advanced modules. |
Pricing for optional data modules/features is clear in sales documentation. | |
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Early Termination Options Availability of low-penalty or pro-rata contract cancellation. |
No information available | |
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Unlimited User Pricing Flat-rate pricing not tied to user count. |
No information available | |
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Nonprofit/Educational Discounts Special pricing for academic or nonprofit organizations. |
Discounted pricing available for academic and nonprofit institutions. |
Customization & Extensibility
(6 Yes /7 Known /10 Possible features)
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Custom Dashboard Building Ability to design and save custom dashboards for specific analyses. |
Custom dashboard creation supported with save/share features. | |
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Workflow Automation Integration with tools for process automation (e.g., alerts, trade signals). |
Integration with workflows via notifications and automated emails is possible. | |
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Custom Data Ingestion Upload and merge a client’s own alternative or proprietary data. |
Not as far as we are aware.* Direct upload of client data into Preqin platform is not a documented feature. | |
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Plugin/Extension Framework Ability to add modules/extensions for new functionalities. |
No information available | |
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Scripting/Programming Interface Support for custom script development (e.g., Python, R APIs). |
No information available | |
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Theming/Branding Customization Visual customization for brand consistency. |
White-labelling, color scheme, and minor branding customization supported for larger clients. | |
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Custom Reporting Design and automate custom report formats. |
Supports custom reporting templates and scheduled exports. | |
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Alert Customization User-defined conditions and triggers for event-driven alerts. |
Users can configure custom notifications and alerts for tracked funds/criteria. | |
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Integration with In-House Tools Ability for organization-specific connectors/modules. |
Offers integrations and services for enterprise clients needing connectors to internal systems. | |
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Deploy in Private Cloud Support for on-premises or VPC deployment for sensitive clients. |
No information available |
Vendor Stability & Reputation
(4 Yes /5 Known /10 Possible features)
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Years in Business How long the platform provider has operated. |
No information available | |
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Referenceable Clients Number of notable clients willing to provide references. |
No information available | |
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Third-Party Reviews Number and quality of external analyst or customer reviews. |
No information available | |
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Legal Disputes Disclosed History of significant legal action or unresolved disputes. |
Not as far as we are aware.* No major legal disputes disclosed in public company reports. | |
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Financial Transparency Annual financial reporting or third-party audits available. |
Publishes annual reports and occasionally third-party audit summaries. | |
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Industry Partnerships Participation in alliances or consortia that enhance credibility. |
Industry association memberships (e.g., ILPA, PEI) referenced on website. | |
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Churn Rate Percentage of clients discontinuing service per year. |
No information available | |
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Client Growth Rate Annual increase in platform users or logos. |
No information available | |
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Awards/Industry Recognition Recognition by reputable industry organizations. |
Preqin lists awards from industry groups (Alternative Credit Intelligence, Private Equity Real Estate, etc.). | |
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Business Continuity Plan Documented and tested plans for disaster recovery and service resilience. |
Describes disaster recovery and business continuity planning in compliance certifications. |
Innovation & Forward-Looking Capabilities
(4 Yes /5 Known /10 Possible features)
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AI/ML Model Upgrades Frequency of innovation or upgrades in analytic and predictive engines. |
No information available | |
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New Data Source Integration Rate How quickly new alternative data sources are made available to users. |
No information available | |
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Participates in Data Consortiums Active member of data-sharing or standards organizations. |
Participates in various industry-wide data initiatives and working groups. | |
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Visualization Innovation Frequency of new or advanced visualization techniques introduced. |
No information available | |
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Beta Testing/Client Feature Input Mechanisms for early adopter programs or client-driven roadmap. |
Client input into roadmap; beta for new features available to select partners. | |
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Academic Collaborations Partnerships with universities for applied research. |
No information available | |
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Open Data Initiatives Support or contribution to open alternative data/tech communities. |
Not as far as we are aware.* No mention of open source or open data contributions on company site. | |
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Data Science Sandbox Environment for clients to experiment with new data and analytics. |
No information available | |
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API Versioning and Roadmap Disclosure Transparent release plans and versioning for APIs and tech. |
API versioning, changelogs, and roadmap disclosed to clients. | |
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Cross-Asset Data Opportunities Support for new data categories relevant across markets (e.g., ESG, crypto). |
ESG, real estate, private credit/venture, and other cross-asset categories supported. |
Alternative Data Processing for Data Management
Specialized systems for acquiring, cleaning, normalizing, and analyzing non-traditional data sources such as satellite imagery, web scraping, sentiment analysis, and other alternative datasets.
More Alternative Data Processing
More Data Management ...
Data Acquisition
(7 Yes /7 Known /10 Possible features)
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Source Diversity Ability to acquire data from a wide range of non-traditional sources (e.g., satellite, social media, web scraping). |
Preqin Pro collects data from a variety of traditional and non-traditional sources including direct surveys, regulatory filings, partners, and web-scraping, supporting source diversity. | |
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Automated Data Ingestion Support for automated pipelines that regularly fetch and update alternative datasets. |
Preqin Pro regularly updates datasets through automated feeds and scraping; platform documentation references automated data acquisition. | |
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Real-time Acquisition Capability to collect and import data with minimal latency. |
No information available | |
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API Integrations Availability of pre-built connectors to popular alternative data providers and APIs. |
API documentation and product materials indicate availability of pre-built connectors and APIs to data providers. | |
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Flexible File Formats Support for a broad set of data formats (CSV, JSON, XML, images, video, etc.). |
Preqin Pro supports downloads and exports in CSV, XLSX, XML, and integrates with other systems, meeting flexible file format requirements. | |
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Historical Data Access Ability to access and extract historical alternative data records. |
Preqin Pro’s key value is access to historical data on funds, deals, performance, and investors. | |
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Data Licensing Management In-built tools to track and manage data usage rights and compliance for purchased datasets. |
Preqin monitors data usage rights and licensing terms for its licensed datasets, with compliance and tracking managed via client services. | |
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Geospatial Coverage Coverage for geospatial data collection across multiple global regions. |
No information available | |
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Data Volume Limits Maximum volume of data that can be ingested in a defined period. |
No information available | |
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User Access Controls on Data Sources Granular permissions to restrict which users can set up/acquire which type of sources. |
Preqin Pro provides granular access controls for authorized users and data segments within the organization. |
Data Cleaning
(9 Yes /9 Known /10 Possible features)
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Automated Outlier Detection System automatically flags and corrects extreme or inconsistent values. |
Preqin employs automated data cleaning, including outlier detection routines, based on platform documentation and industry standards. | |
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Missing Value Imputation Ability to identify and fill in missing data using statistical algorithms. |
Missing value imputation and flagging is part of the platform’s data quality process, as advertised in product collateral. | |
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Deduplication Elimination of duplicate or redundant data entries within or across sources. |
Deduplication of fund, deal, and company records is a published Preqin process to avoid duplicate entries. | |
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Error Logging and Reporting Detailed audit trails and error logs for each cleaning operation. |
All data changes and pipelines are logged for audit and error reporting, as stated in user documentation. | |
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Custom Data Cleaning Rules Ability to define and apply user-specified data validation and cleaning logic. |
Preqin offers custom logic and validation through client implementations and on-request custom cleaning rules for enterprise clients. | |
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Scalability Capacity to handle cleaning tasks for large volumes of data. |
No information available | |
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Automated Quality Checks Regular, scheduled quality control routines to ensure cleaned data conforms to standards. |
Data is validated on a rolling basis and upon upload, with automated and scheduled data checks performed regularly. | |
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Version Control for Cleaned Data Tracking changes and access to previous versions of cleaned datasets. |
Preqin supports version control and historic access for cleaned and normalized files. | |
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Data Consistency Validation Checks to ensure data conforms to expected formats and relationships. |
Consistency validation, e.g., for fund names, identifiers and mapped fields, is done automatically as per product methodology. | |
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Anomaly Alerts Automated notifications when significant data anomalies are detected. |
Platform generates anomaly alerts for substantial changes or unexpected results in data ingestion or update. |
Data Normalization
(6 Yes /6 Known /10 Possible features)
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Unit Standardization Automated conversion of data into consistent units (e.g., metric, currency). |
All financials, geographies, and other standard attributes are unit standardized for direct comparison within the system. | |
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Schema Mapping Tools GUI or code-based tools to map source fields to internal data schemas. |
Schema mapping tools are available to match source (provider, regulator) fields to Preqin’s normalized internal structure. | |
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Time Alignment Adjustment of data timestamps across sources to a common standard. |
No information available | |
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Normalization Performance Number of records normalized per minute. |
No information available | |
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Custom Data Transformations Support for user-defined scripts and rules for bespoke normalization. |
Bespoke ETL and data transformations are offered for enterprise clients; customization is available on request. | |
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Ontology Management Tools to maintain and apply taxonomy/ontology for alternative datasets. |
No information available | |
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Data Linking Across Sources Ability to join and merge related records from different alternative datasets. |
Platform enables linking of entity records (e.g., linking fund managers and underlying funds across datasets). | |
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Metadata Management Tools for managing standardized metadata about normalized data. |
Standardized metadata available; users can access field descriptions and provenance for normalized datasets. | |
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Batch Processing Support Capacity to normalize large batches of alternative data files. |
Large batch data exports supported — e.g., entire fund universe or investor lists downloadable at scale. | |
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Cross-Source Consistency Checking Automated validation that normalized fields match across data providers. |
No information available |
Data Enrichment
(4 Yes /4 Known /10 Possible features)
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Entity Resolution Automatically match and merge records referencing the same real-world entity. |
No information available | |
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Geospatial Tagging Append latitude/longitude and geotags to alternative datasets for use in spatial analysis. |
No information available | |
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Sentiment Analysis Integration Auto-generation of sentiment scores from textual/voice/image data. |
No information available | |
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Event Tagging Automatic detection and labeling of significant economic, social, or physical events within the data. |
No information available | |
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Derived Feature Generation Support for constructing custom indicators based on primary alternative data. |
No information available | |
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Industry Classification Mapping Ability to map entities to industry standards (e.g., GICS, NAICS). |
Industry classification mapping includes GICS, NAICS and other standards, referenced in product documentation. | |
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Third-Party Data Joins Capability to enrich alternative data by merging with third-party or proprietary datasets. |
Options to join Preqin datasets with client proprietary or licensed data are supported through APIs and custom onboarding. | |
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Machine Learning-based Scoring Automated scoring of entities using trained machine learning models. |
No information available | |
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Audit Trails for Enrichment Processes Detailed logs of all enrichment actions taken. |
Preqin provides audit trails/logs on enrichment actions and updates for compliance and traceability. | |
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External Reference Data Access API or links to regulatory, financial, or public reference datasets. |
Regulatory and public datasets (e.g., SEC filings) linked as references within records; API endpoints provided. |
Analytics & Insights
(5 Yes /5 Known /10 Possible features)
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Exploratory Data Analysis Tools Built-in visual and statistical analysis tools for alternative datasets. |
Reporting and dashboard capabilities include visual charting and EDA for alternative datasets. | |
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Predictive Model Integration Ability to build, deploy, and run predictive models on alternative data. |
Predictive model results and outputs (such as benchmarking or peer analysis) available in the platform. | |
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Customizable Dashboards Interactive dashboards for visualizing key metrics from alternative data. |
Customizable dashboards are available in Preqin Pro for monitoring portfolio or deal metrics. | |
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Event Detection Algorithms Automated identification of significant new events within alternative data feeds. |
No information available | |
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Multivariate Analysis Support Ability to analyze complex interdependencies between variables. |
No information available | |
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Natural Language Processing Capabilities Built-in NLP tools for analyzing text-heavy alternative datasets. |
No information available | |
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Visualization Export Options Export visualizations and charts in various formats (PDF, PNG, etc.). |
Visualization exports (PDF, Excel, image formats) supported from product front-end. | |
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Backtesting Frameworks Ability to test investment strategies on historical alternative data. |
Preqin offers backtesting tools for fund performance and 'what-if' scenario testing. | |
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Statistical Alert Triggers Set alerts when indicators from alternative data cross statistical thresholds. |
No information available | |
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Signal Latency Average time between data update and signal generation. |
No information available |
Scalability & Performance
(6 Yes /6 Known /10 Possible features)
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Maximum Supported Data Volume The largest single dataset size supported for import and processing. |
No information available | |
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Parallel Processing Capability Ability to process multiple data streams or files concurrently. |
Preqin’s backend supports concurrent data processing on a scalable cloud architecture. | |
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Elastic Compute Integration Integration with cloud resources to scale up/down compute usage. |
The system leverages cloud resources for compute and storage scaling (AWS, Azure options documented). | |
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Load Balancing Automatic distribution of processing workloads for optimal utilization. |
No information available | |
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Processing Throughput Speed of data throughput during processing operations. |
No information available | |
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Scalable Storage Support Expandable data storage to accommodate increasing data volumes. |
Expandable storage options available for enterprise clients using S3 buckets or similar solutions. | |
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Data Archival Automated, cost-effective archiving of old alternative datasets. |
Preqin Pro supports data archival for historical data access and cost savings. | |
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Batch and Real-Time Processing Modes Support for both scheduled/batch and continuous real-time data pipelines. |
Batch (bulk export/download) and real-time API access (live lookup) both supported as per API and client documentation. | |
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Disaster Recovery/Rollback Systems for rapid restore from backup or rollback points. |
No information available | |
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Processing Error Handling Automated management of processing failures and retries. |
Platform includes automated error handling and retry logic, detailed in developer documentation. |
Security & Compliance
(8 Yes /8 Known /10 Possible features)
|
Role-Based Access Control Fine-grained permission management for users and groups. |
Preqin Pro has user/group permission models with RBAC available for organizations. | |
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Data Encryption in Transit Encryption for alternative data while in transit between systems. |
Documentation states that data in transit is always encrypted using industry standards (TLS/SSL). | |
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Data Encryption at Rest Encryption of alternative data stored in all databases and filesystems. |
Encryption at rest in data lakes and file stores is part of the offering for enterprise clients. | |
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GDPR Compliance Tools Support for compliance with EU GDPR and related privacy regulations. |
Preqin provides guidance and tooling for GDPR compliance and explicit client agreement terms. | |
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Audit Logging Immutable logs of user activity and data changes. |
Audit logs (immutable activity and dataset changes) are part of Preqin’s compliance and security infrastructure. | |
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Integrated Consent Management Tools to track legal consents for data use across sources. |
No information available | |
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Data Masking/Tokenization Obfuscation of sensitive fields to protect personal information. |
PII and sensitive data fields are masked as per privacy standards; tokenization is possible for custom fields. | |
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Vendor Due Diligence Framework to vet and approve external data providers for compliance. |
No information available | |
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User Authentication Protocols Supports modern authentication standards (e.g., SSO, MFA). |
Users can authenticate via SSO and MFA protocols, detailed in product and security documentation. | |
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Automated Regulatory Reporting Automated generation of reports required by financial regulators. |
Automated regulatory reporting functionality is available for regulatory filings and compliance. |
Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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Standardized Data Export Ability to export alternative data in standard formats (e.g., FIX, CSV, Parquet, JSON). |
Preqin supports exports to CSV, XLS, JSON and other standard industry formats. | |
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Pre-built Connectors to OMS/PMS Out-of-the-box integration with order and portfolio management systems. |
No information available | |
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Custom API Support Provision of a customizable API for bespoke use cases. |
APIs are customizable via client settings and Preqin’s developer platform. | |
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Webhooks and Event Streaming Push updates and events to downstream systems via webhooks. |
No information available | |
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BI Tool Integration Built-in adapters for business intelligence/data visualization platforms. |
No information available | |
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Cloud Storage Integrations Support for uploading or syncing data with major cloud providers (AWS, GCP, Azure). |
Export to S3, Azure Blob, and Google Cloud available for enterprise clients and through API endpoints. | |
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Python/R SDKs Official software libraries for interacting with the system programmatically. |
No information available | |
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Batch Data Download Scheduling Automate the extraction of new data in regular intervals. |
Clients can set up and schedule batch data exports through the user portal or API. | |
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Custom Field Mapping Easily map alternative data fields to the internal structures of downstream systems. |
Data export and mapping to downstream fields is configurable in the user interface. | |
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Data Lineage Visualization Visual trace of data flow and transformations for downstream users. |
No information available |
Usability & User Experience
(6 Yes /6 Known /10 Possible features)
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Self-Service Data Discovery Non-technical users can search and preview available alternative datasets. |
End users can search for and preview available datasets through the main Preqin Pro UI. | |
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Point-and-Click Data Pipeline Design Visual editors for creating data processing and transformation workflows. |
Workflow/pipeline design is drag-and-drop for configuring exports, views, and customizations. | |
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Customizable User Dashboards Users can assemble dashboards tailored to their needs. |
Preqin dashboards are customizable per user/team and can be tailored for specific portfolios or analysis cases. | |
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In-Platform Documentation & Help Contextual help and API documentation available within the system. |
Contextual help and documentation for APIs and features embedded within Preqin Pro. | |
|
Global Search Search across datasets, metadata, and processing logs. |
No information available | |
|
Process Monitoring UI Graphical overview of all ongoing and completed processes. |
Monitoring UIs display current, queued, and completed jobs, status, and key metrics. | |
|
Personalized Notifications Users receive alerts for errors or data arrivals relevant to them. |
Preqin Pro’s notification stream is personalized for error, data arrival, or user-defined alerts. | |
|
API Documentation Quality Score A rating or score for the completeness and usability of the provided API docs. |
No information available | |
|
Language Localization Support for multiple languages in the UI. |
No information available | |
|
Accessibility Compliance Follows accessibility standards for inclusive UI design. |
No information available |
Monitoring & Operations
(7 Yes /7 Known /10 Possible features)
|
Data Pipeline Health Monitoring Real-time status views and alerts for all active data flows. |
Process and data health monitoring included for active and historical data feeds. | |
|
Automated Failure Recovery Automatic restart or rerouting in case of pipeline errors. |
Failure recovery and pipeline restart is automatic and handled by Preqin backend. | |
|
System Uptime SLA Percentage of time the system is contractually guaranteed to be available. |
No information available | |
|
Job Scheduling and Queuing Manage concurrent tasks and prioritize urgent processes. |
Job and process scheduling, including queue management, detailed in developer product documentation. | |
|
Real-time Error Notifications Immediate alerts to relevant teams upon failures. |
Immediate, role-based notifications to administrators or users when systems fail. | |
|
API Latency Monitoring Tracks response times of API endpoints. |
No information available | |
|
Resource Usage Analytics Metrics and trends on compute, memory, and storage usage. |
Admins can view and analyze usage metrics (compute, storage, usage) via analytics module. | |
|
Capacity Planning Tools Forecast future system demands using historical trends. |
No information available | |
|
Manual Job Restart/Intervention Allow operators to manually intervene in processing jobs. |
Manual job/pipeline restart is supported for admins through the Preqin operations console. | |
|
Operational Audit Logs Detailed records of all operational activities and interventions. |
Operational logs on manual interventions or data changes are tracked for transparency. |
Support & Vendor Services
(10 Yes /10 Known /10 Possible features)
|
24/7 Technical Support Technical helpdesk is available around the clock. |
24/7 technical support is explicitly advertised as part of enterprise service offering. | |
|
Dedicated Account Management Assigned representative familiar with your implementation and needs. |
Dedicated account management available for all large/enterprise clients; details in product and service catalog. | |
|
Implementation Services Availability of vendor-led onboarding and integration projects. |
Preqin has professional services for onboarding/integration, as cited on product website. | |
|
Custom Feature Development Vendor is willing to build bespoke features upon request. |
Custom features/development can be requested as professional service; see service brochure. | |
|
Knowledge Base and Training Materials Comprehensive documentation and self-paced training content. |
Comprehensive knowledge base, user guides, and on-demand webinars available online. | |
|
Onsite Training Vendor offers onsite workshops or training as part of onboarding. |
Onsite training/workshops offered as part of onboarding and enterprise client programs. | |
|
Service Level Agreement (SLA) Terms Contractually specified guarantees on support response and issue resolution times. |
SLA terms covering support response and data delivery are included in standard contracts. | |
|
User Community and Forums Active user groups and forums for community support. |
Preqin user forums and communities established, as detailed on preqin.com and client portal. | |
|
Regular Product Updates Scheduled enhancement releases and security patching. |
Regular product updates including security patches and new features announced quarterly. | |
|
Third-Party Certification Support Vendor compliance with recognized security, privacy, or quality standards. |
Preqin holds certifications (ISO, SOC, etc.); support for third-party audits available. |
Economic Research Platforms for Investment Strategy & Asset Allocation
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Data Coverage
(4 Yes /8 Known /14 Possible features)
|
Macroeconomic Indicators Access to key macroeconomic data (GDP, inflation, unemployment, etc.) from global sources. |
Not as far as we are aware.* Preqin Pro specializes in alternative assets; it does not emphasize macroeconomic indicators like GDP, inflation, or unemployment. | |
|
Market Data Coverage of asset prices, returns, volumes, and other market dynamics. |
Not as far as we are aware.* Preqin Pro does not focus on traditional public security market data, but on private capital assets. | |
|
Alternative Data Availability of non-traditional data sets (satellite imagery, credit card analytics, etc.). |
Alternative data, such as fundraising, investor activity, and detailed private market analytics, is a core Preqin Pro differentiator. | |
|
Historical Depth How far back time series data extends. |
No information available | |
|
Geographic Coverage Number of unique countries or regions covered by the platform. |
No information available | |
|
Frequency of Updates How frequently the data sets are updated. |
No information available | |
|
ESG Data Integration Whether Environmental, Social & Governance metrics are included. |
Not as far as we are aware.* No evidence Preqin Pro includes ESG metrics as core data fields for the alternative investments tracked. | |
|
Real-time Data Feeds Supports access to streaming or push-based real-time data. |
Not as far as we are aware.* Preqin Pro does not explicitly offer real-time streaming/push data feeds—data is updated frequently but not in real-time. | |
|
Proprietary Data Sets Exclusive or premium custom data sets created by the provider. |
Preqin’s private capital databases are proprietary, assembled from direct research and exclusive industry relationships. | |
|
Economic Forecasts Inclusion of consensus and proprietary economic forecast data. |
No information available | |
|
Sector and Industry Data Coverage of sector- or industry-specific economic data. |
Preqin Pro covers sector/industry-specific data across private market verticals—PE, VC, Real Estate, Infrastructure, etc. | |
|
Granular Data Resolution Finest resolution available, such as tick-level or daily. |
No information available | |
|
Event Data Coverage of central bank meetings, black swans, and market events. |
No information available | |
|
Source Transparency Availability of details regarding data sources and collection methodologies. |
Source methods are well-described in Preqin’s documentation, including data gathering and validation practices. |
Analytics & Modelling Tools
(5 Yes /5 Known /13 Possible features)
|
Factor Analysis Ability to analyze economic or investment factors. |
Platform supports factor screens and analysis on fund attributes, performance, and strategy. | |
|
Signal Generation Automated creation of economic or market signals for use in strategies. |
No information available | |
|
Quantitative Models Availability of pre-built and customizable quantitative models. |
Preqin Pro offers both standard and customizable analytics (for fund performance, investor trends, etc.). | |
|
Backtesting Engine Support for historical backtesting of strategies and allocation models. |
No information available | |
|
Scenario Analysis Built-in tools for stress-testing portfolios under economic scenarios. |
No information available | |
|
Portfolio Optimization Robust tools for optimal asset allocation and risk-return optimization. |
No information available | |
|
Correlation & Causality Analysis Analysis of relationships among variables and causal inference. |
No information available | |
|
Custom Model Builder Tools that support creation and testing of user-defined models. |
Preqin supports custom screening and saved search criteria—akin to custom model capabilities. | |
|
Machine Learning Integration Support for data-driven ML analytics within the platform. |
No information available | |
|
Alpha Capture Tools Ability to identify and visualize sources of potential excess returns. |
No information available | |
|
Simulation Speed Maximum speed at which simulations or runs can be completed. |
No information available | |
|
Code-free Analysis Offers analysis tools for non-programmers through GUI interfaces. |
The interface allows non-technical users to do in-depth analysis via filters and pre-built dashboards. | |
|
Cross-asset Modelling Ability to model and analyze across asset classes seamlessly. |
Preqin allows users to screen across asset types, e.g., from PE to Real Estate in combined queries. |
Reporting & Visualization
(0 Yes /0 Known /11 Possible features)
|
Dashboard Customization Users can create and personalize dashboards for key economic and investment metrics. |
. | No information available |
|
Automated Report Generation Platform can create and schedule bespoke reports automatically. |
. | No information available |
|
Charting & Graphing Wide range of customizable charts and graphs. |
. | No information available |
|
Infographic Creation Automatic generation of infographics and summary visuals. |
. | No information available |
|
Export Formats Number of file formats supported for exporting reports (PDF, Excel, PPT, etc.). |
. | No information available |
|
API Report Access Reports and visualizations accessible via API. |
. | No information available |
|
White-labeling Support for custom branding (logos, colors) on platform outputs. |
. | No information available |
|
Dynamic Filtering Real-time filtering and slicing/dicing of dashboards or reports. |
. | No information available |
|
Collaboration Tools Built-in tools for sharing, commenting, or collaborating on reports. |
. | No information available |
|
Drill-down Interactivity Ability to explore details underlying summary statistics interactively. |
. | No information available |
|
Scheduled Distribution Automated scheduling and distribution of reports to defined lists. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
API Access RESTful or Python/R API for extracting platform data and analytics. |
. | No information available |
|
Connectors for BI Tools Native integrations with tools like Tableau, Power BI, or Qlik. |
. | No information available |
|
Custom Data Upload Ability to upload and analyze proprietary datasets alongside platform data. |
. | No information available |
|
Cloud Storage Integration Can connect with cloud data storage providers (AWS S3, Azure Blob, etc.). |
. | No information available |
|
Direct Database Access Supports connections to external SQL or NoSQL databases. |
. | No information available |
|
File Format Support Number of supported data import/export file types (CSV, JSON, XML, etc.). |
. | No information available |
|
Real-time Push/Streaming Supports live streaming of analytics or data to downstream systems. |
. | No information available |
|
Open Standards Compliance Compatibility with widely adopted open standards for data exchange. |
. | No information available |
|
Mobile App Connectivity Platform supports mobile access and integration. |
. | No information available |
|
Scripting/Plugin Support Allows user extensions via Python, R, or plugins. |
. | No information available |
Research Content & Insights
(0 Yes /0 Known /10 Possible features)
|
In-house Analyst Research Original reports and commentary from the platform’s internal research teams. |
. | No information available |
|
Third-party Research Access Aggregation or syndication of top-tier external research providers. |
. | No information available |
|
Thematic Research Coverage Access to research on major investment or macroeconomic themes. |
. | No information available |
|
Event-driven Analysis Timely insights and analysis following economic or market events. |
. | No information available |
|
Custom Research Requests Users can commission bespoke research or analysis. |
. | No information available |
|
Research Archive Size Number of historical reports or research notes available. |
. | No information available |
|
Analyst Access Direct access to research analysts for Q&A or briefings. |
. | No information available |
|
Research Alerts Custom alerts for newly published research on defined topics. |
. | No information available |
|
Global Macro Coverage Focus on international macro research (EM, DM, cross-border flows). |
. | No information available |
|
Quantitative Commentary Data-driven research and commentary using quantitative methods. |
. | No information available |
User Experience & Customization
(0 Yes /0 Known /10 Possible features)
|
User-friendly Interface Modern, intuitive interfaces for navigation and workflow. |
. | No information available |
|
Personalization Options Users can save and personalize layouts, views, and workflows. |
. | No information available |
|
Multi-language Support Number of languages the UI is localized in. |
. | No information available |
|
Accessibility Features Built-in support for visually/hearing-impaired users. |
. | No information available |
|
Custom Workspace Creation Users can build and save complex workspaces matching investment team needs. |
. | No information available |
|
Responsive Design Platform renders well on devices of different sizes. |
. | No information available |
|
Notification Preferences Granular controls over notification and alert settings. |
. | No information available |
|
Keyboard Shortcuts Time-saving keyboard shortcuts and workflow accelerators. |
. | No information available |
|
Help & Onboarding Assistance Built-in tutorials, guided tours, and onboarding resources. |
. | No information available |
|
User Community & Forums Access to forums and peer-to-peer support communities. |
. | No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
|
Shared Workspaces Ability to create and share project or research workspaces among teams. |
. | No information available |
|
Commenting & Annotation Tools for commenting on dashboards, charts, or research. |
. | No information available |
|
Task & Project Management Integration with task lists, project tracking, or workflow engines. |
. | No information available |
|
Version History and Audit Trails Version tracking for research, models, and data usage. |
. | No information available |
|
Access Control & Permissions Robust, role-based security for restricting access and sharing. |
. | No information available |
|
E-mail & Calendar Integration Integration with Outlook, Google Workspace, or similar. |
. | No information available |
|
Instant Messaging Integration Supports Slack, Teams, or custom chat for real-time collaboration. |
. | No information available |
|
Real-time Collaboration Multiple users can work simultaneously on shared materials. |
. | No information available |
|
Activity Notifications Alerts for changes, comments, or team activity. |
. | No information available |
|
Approval Workflows Support for research or report publication approval processes. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
Data Encryption All data is encrypted at rest and in transit. |
. | No information available |
|
Audit Logs Detailed logging of data access, downloads, and user actions. |
. | No information available |
|
Multi-factor Authentication Use of multi-factor authentication for all or privileged users. |
. | No information available |
|
Compliance Certifications Number of major certifications achieved (SOC2, ISO27001, GDPR, etc.). |
. | No information available |
|
User Permission Granularity Number of distinct user roles or permission levels available. |
. | No information available |
|
Data Residency Options Support for data storage in specific geographies/jurisdictions. |
. | No information available |
|
Single-sign-on Integration Integration with SSO providers (Okta, AAD, etc.). |
. | No information available |
|
Data Retention Policies Automated enforcement of user-defined data retention/deletion policies. |
. | No information available |
|
IP Whitelisting Restrict platform access by defined IP address ranges. |
. | No information available |
|
Privacy Compliance Tools Tools for supporting GDPR, CCPA, and global privacy regulation requirements. |
. | No information available |
Performance & Reliability
(0 Yes /0 Known /10 Possible features)
|
Uptime Guarantee Service-level uptime commitment from vendor. |
. | No information available |
|
Page Load Speed Average time to load key dashboards/reports. |
. | No information available |
|
Query Latency Typical latency for user queries or report refreshes. |
. | No information available |
|
Concurrent User Support Maximum number of users supported at once. |
. | No information available |
|
Data Throughput Maximum volume of data processes per second. |
. | No information available |
|
Disaster Recovery RPO/RTO Recovery Point and Recovery Time Objectives in case of outage. |
. | No information available |
|
Scaling Capacity Max number of data series or size of data sets handled. |
. | No information available |
|
Resource Usage Monitoring Built-in monitoring for platform/system resource usage. |
. | No information available |
|
24/7 Platform Monitoring Vendor provides round-the-clock platform health monitoring. |
. | No information available |
|
Real-time Failover Automatic failover to redundant systems for high-availability. |
. | No information available |
Support & Training
(0 Yes /0 Known /10 Possible features)
|
Onboarding & Implementation Support Availability of guided onboarding and implementation services. |
. | No information available |
|
24/7 Helpdesk On-demand access to support via web, phone, or chat at all hours. |
. | No information available |
|
Dedicated Account Manager Assigned point of contact for support and account questions. |
. | No information available |
|
Training Materials Comprehensive documentation, videos, and how-to guides. |
. | No information available |
|
Live Training Sessions Availability of instructor-led workshops or webinars. |
. | No information available |
|
User Knowledge Base Searchable library of FAQs, troubleshooting steps, and guides. |
. | No information available |
|
Implementation Timeline Usual time from contract to go-live. |
. | No information available |
|
SLA First Response Time Service level agreement for first support response. |
. | No information available |
|
User Feedback Integration Platform actively incorporates user suggestions in product roadmap. |
. | No information available |
|
Local Language Support Number of languages spoken by support teams. |
. | No information available |
Cost & Licensing
(0 Yes /0 Known /10 Possible features)
|
Transparent Pricing Clearly published and understandable fee schedules. |
. | No information available |
|
Flexible Licensing Options Supports multiple licensing models (named user, enterprise, consumption-based, etc.). |
. | No information available |
|
Trial or Sandbox Access Prospective users can try the platform with demo data before purchase. |
. | No information available |
|
Tiered Feature Bundles Core vs. premium tiers available to match user needs and budgets. |
. | No information available |
|
Volume Discount Availability Discounts available for large contracts or long duration agreements. |
. | No information available |
|
Usage/Consumption Metering Ability to track and report on data/feature consumption in real time. |
. | No information available |
|
Unbundled Data Pricing Pay only for specific data sets or add-ons required. |
. | No information available |
|
Contract Length Flexibility Options for short-term, annual, or multi-year contracts. |
. | No information available |
|
Migration Cost Support Provider assistance or incentives for migration from legacy platforms. |
. | No information available |
|
Cancellation Terms Transparency Clear, upfront terms for cancellation and exit. |
. | No information available |
Alternative Investment Management Software for Investment Management
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
More Alternative Investment Management Software
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Portfolio Management
(11 Yes /11 Known /12 Possible features)
|
Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
Preqin Pro explicitly offers multi-asset class support covering private equity, venture capital, hedge funds, real estate, infrastructure, and other alternative investments as mentioned in the product description. | |
|
Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
Preqin Pro provides asset allocation modeling tools to help clients make informed investment decisions across alternative asset classes based on comprehensive performance data. | |
|
Commitment pacing Functionality to plan and track capital commitment schedules over time |
Preqin Pro offers commitment pacing functionality as part of its fundraising insights and capital deployment tracking tools. | |
|
Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
The platform includes portfolio construction tools to help investors build portfolios aligned with their investment objectives using its comprehensive dataset. | |
|
What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
Preqin Pro includes scenario analysis capabilities allowing users to model potential portfolio changes and impacts. | |
|
Liquidity forecasting Tools to project future liquidity needs and available capital |
The platform provides liquidity forecasting tools to help users project future liquidity needs based on commitment schedules and fund data. | |
|
Look-through capabilities Ability to analyze underlying holdings within fund structures |
Preqin Pro offers look-through capabilities to analyze underlying holdings within fund structures as part of its comprehensive fund analysis tools. | |
|
Vintage year analysis Tools to analyze performance by investment vintage years |
The platform includes vintage year analysis as a key component of its performance analytics for alternative investments. | |
|
Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
|
Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
Preqin Pro includes portfolio optimization algorithms to help users optimize their portfolios based on various constraints and performance data. | |
|
Custom categorization Ability to create custom investment categories and hierarchies |
The platform allows users to create custom investment categories and hierarchies to organize and analyze their investments. | |
|
Target allocation tracking Tools to monitor actual allocations against targets |
Preqin Pro provides target allocation tracking tools to monitor actual allocations against targets in alternative investment portfolios. |
Performance Measurement
(11 Yes /11 Known /13 Possible features)
|
IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
The platform calculates IRR at different levels including fund, portfolio, and asset class as part of its performance metrics suite. | |
|
TVPI metrics Total Value to Paid-In Capital ratio calculation |
Preqin Pro includes TVPI (Total Value to Paid-In Capital) metrics as standard performance calculations for alternative investments. | |
|
DPI metrics Distributed to Paid-In Capital ratio calculation |
The platform calculates DPI (Distributed to Paid-In Capital) metrics as part of its performance analytics package. | |
|
RVPI metrics Residual Value to Paid-In Capital ratio calculation |
Preqin Pro includes RVPI (Residual Value to Paid-In Capital) metrics in its performance calculations suite. | |
|
PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
The platform offers PME (Public Market Equivalent) analysis to compare private investments against public benchmarks. | |
|
Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
Preqin Pro allows users to create and use custom benchmarks for performance comparison of alternative investments. | |
|
Performance attribution Analysis of performance drivers and contributors |
The platform provides performance attribution analysis to identify drivers and contributors to investment performance. | |
|
Time-weighted returns Calculation of time-weighted return metrics |
Preqin Pro calculates time-weighted return metrics as part of its comprehensive performance analytics suite. | |
|
Money-weighted returns Calculation of money-weighted return metrics |
The platform includes money-weighted return metrics in its performance calculation capabilities. | |
|
Vintage year benchmarking Ability to benchmark against similar vintage year investments |
Preqin Pro offers vintage year benchmarking as a key feature of its performance analytics for private markets. | |
|
Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
|
Historical performance tracking Length of performance history that can be maintained |
No information available | |
|
Quartile ranking Ability to rank investments against peers by quartile |
The platform provides quartile ranking capabilities to rank investments against peers, a standard feature in Preqin's benchmarking tools. |
Risk Management
(11 Yes /11 Known /12 Possible features)
|
Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
Preqin Pro includes sensitivity analysis tools to assess portfolio sensitivity to various market factors. | |
|
Stress testing Ability to model portfolio behavior under stressed market conditions |
The platform offers stress testing capabilities to model portfolio behavior under stressed market conditions. | |
|
Value at Risk (VaR) VaR calculation capabilities for alternative investments |
Preqin Pro includes Value at Risk (VaR) calculation capabilities specifically for alternative investments. | |
|
Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
The platform provides Monte Carlo simulation for probabilistic modeling of potential outcomes in alternative investment portfolios. | |
|
Counterparty risk tracking Monitoring exposure to various counterparties |
Preqin Pro offers counterparty risk tracking as part of its risk management toolkit for alternative investments. | |
|
Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
The platform includes concentration risk analysis tools to identify and monitor concentration risks across various dimensions. | |
|
Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
Preqin Pro provides liquidity risk assessment tools to help investors assess and monitor portfolio liquidity risks in alternative investments. | |
|
Drawdown analysis Analysis of investment drawdowns and recovery periods |
The platform includes drawdown analysis capabilities to analyze investment drawdowns and recovery periods. | |
|
Risk factor decomposition Breaking down risk into component factors |
Preqin Pro offers risk factor decomposition to break down risk into component factors as part of its risk analytics suite. | |
|
Risk budgeting Tools for allocating risk across portfolio segments |
The platform provides risk budgeting tools for allocating risk across portfolio segments in alternative investments. | |
|
ESG risk assessment Tools to evaluate environmental, social, and governance risks |
Preqin Pro includes ESG risk assessment tools to evaluate environmental, social, and governance risks in alternative investments. | |
|
Risk reporting frequency How frequently risk metrics are updated |
No information available |
Cash Flow Management
(11 Yes /11 Known /12 Possible features)
|
Capital call tracking Tools to track and manage capital calls from investments |
The platform provides capital call tracking tools to help users track and manage capital calls from alternative investments. | |
|
Distribution tracking Tools to track and categorize distributions from investments |
Preqin Pro includes distribution tracking capabilities to track and categorize distributions from investments. | |
|
Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
The platform offers cash flow forecasting tools to project future cash flows based on historical patterns and commitments. | |
|
Commitment tracking Tools to track committed, called, and uncalled capital |
Preqin Pro provides commitment tracking tools to monitor committed, called, and uncalled capital in alternative investments. | |
|
Waterfall calculations Ability to model and calculate complex distribution waterfalls |
The platform includes waterfall calculation capabilities to model and calculate complex distribution waterfalls in private equity and other alternative investments. | |
|
Cash flow visualization Visual tools for understanding cash flow patterns |
Preqin Pro offers cash flow visualization tools for understanding and presenting cash flow patterns in alternative investments. | |
|
J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
The platform includes J-curve analysis tools to analyze and visualize the J-curve effect in private investments. | |
|
Recallable distribution tracking Ability to track distributions that could potentially be recalled |
Preqin Pro provides recallable distribution tracking capabilities to monitor distributions that could potentially be recalled. | |
|
In-kind distribution handling Functionality to manage and track in-kind distributions |
The platform offers in-kind distribution handling functionality to manage and track in-kind distributions in alternative investments. | |
|
Cash flow alert system Automated notifications for upcoming cash flow events |
Preqin Pro includes a cash flow alert system to provide automated notifications for upcoming cash flow events. | |
|
Currency handling Ability to manage cash flows in multiple currencies |
The platform offers multi-currency handling capabilities to manage cash flows in multiple currencies for global alternative investments. | |
|
Cash flow projection horizon Maximum time period for cash flow projections |
No information available |
Fund Manager Due Diligence
(11 Yes /11 Known /12 Possible features)
|
Manager database Comprehensive database of alternative investment managers |
Preqin Pro offers a comprehensive database of alternative investment managers as one of its core features. | |
|
Due diligence workflow Structured workflows for manager evaluation and selection |
The platform provides structured due diligence workflows for manager evaluation and selection in alternative investments. | |
|
Document repository Centralized storage for manager documents and research |
Preqin Pro includes a document repository for centralized storage of manager documents and research materials. | |
|
Manager performance tracking Tools to track and analyze manager performance over time |
The platform offers manager performance tracking tools to monitor and analyze manager performance over time across alternative asset classes. | |
|
Manager exposure analysis Analysis of exposure to various managers across the portfolio |
Preqin Pro provides manager exposure analysis to help users understand their exposure to various managers across their portfolio. | |
|
Peer group comparison Ability to compare managers against relevant peer groups |
The platform includes peer group comparison tools to compare managers against relevant peer groups, a core feature of Preqin's benchmarking capabilities. | |
|
RFP management Tools to create, distribute, and analyze RFPs to managers |
Preqin Pro offers RFP management tools to create, distribute, and analyze RFPs to alternative investment managers. | |
|
ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
The platform includes ESG manager assessment tools to evaluate managers' ESG capabilities and alignment. | |
|
Manager meeting notes Structured system for recording and retrieving manager meeting notes |
Preqin Pro provides a structured system for recording and retrieving manager meeting notes as part of its due diligence tools. | |
|
Style drift detection Tools to identify manager deviation from stated investment approaches |
The platform offers style drift detection tools to identify manager deviation from stated investment approaches. | |
|
Track record verification Tools to verify and analyze manager track records |
Preqin Pro includes track record verification tools to verify and analyze manager track records in alternative investments. | |
|
Manager capacity Maximum number of managers that can be tracked in the system |
No information available |
Reporting & Analytics
(11 Yes /11 Known /13 Possible features)
|
Customizable reporting Ability to create and customize reports for different stakeholders |
The platform offers customizable reporting capabilities to create and tailor reports for different stakeholders. | |
|
Board-level reporting Pre-built templates for investment committee and board reporting |
Preqin Pro includes pre-built templates for investment committee and board reporting on alternative investments. | |
|
Regulatory reporting Support for required regulatory reporting frameworks |
The platform provides support for required regulatory reporting frameworks relevant to alternative investments. | |
|
Interactive dashboards Configurable dashboards with key metrics and visualizations |
Preqin Pro offers configurable dashboards with key metrics and visualizations for alternative investment analytics. | |
|
Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
The platform includes ad-hoc analysis tools for performing on-the-fly analysis without pre-built reports. | |
|
Data visualization tools Advanced charts, graphs, and other visualization capabilities |
Preqin Pro provides advanced data visualization tools including charts, graphs, and other visualization capabilities for alternative investment data. | |
|
Report scheduling Ability to schedule automated report generation and distribution |
The platform offers report scheduling functionality to automate report generation and distribution. | |
|
Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
Preqin Pro includes export capabilities to export data to various formats including Excel, PDF, and others. | |
|
ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
The platform supports ILPA reporting compliance for Institutional Limited Partners Association reporting standards. | |
|
Attribution analysis Detailed attribution of returns across various factors |
Preqin Pro provides detailed attribution analysis of returns across various factors for alternative investments. | |
|
Historical reporting Ability to generate reports for any historical time period |
The platform offers historical reporting capabilities to generate reports for any historical time period. | |
|
Report template library Number of pre-built report templates available |
No information available | |
|
Report generation speed Time taken to generate complex reports |
No information available |
Data Management & Integration
(12 Yes /12 Known /13 Possible features)
|
Data import automation Automated tools for importing data from various sources |
Preqin Pro includes data import automation tools to import data from various sources for alternative investment analysis. | |
|
API availability Presence of APIs for integration with other systems |
The platform offers APIs for integration with other systems and data sources. | |
|
Data validation rules Configurable rules to ensure data accuracy and consistency |
Preqin Pro provides configurable data validation rules to ensure data accuracy and consistency. | |
|
Accounting system integration Built-in connections to common accounting platforms |
The platform includes integration capabilities with common accounting platforms used in alternative investments. | |
|
Market data feeds Integration with market data providers |
Preqin Pro offers integration with market data providers to enhance alternative investment analysis. | |
|
Document management Tools for storing, categorizing, and retrieving investment documents |
The platform includes document management tools for storing, categorizing, and retrieving investment documents. | |
|
Data warehousing Enterprise data warehousing capabilities |
Preqin Pro provides enterprise data warehousing capabilities for alternative investment data. | |
|
Data audit trail Tracking of all data changes with user information |
The platform includes a data audit trail to track all data changes with user information. | |
|
Historical data storage Maximum period for storing historical data |
No information available | |
|
Excel add-in functionality Dedicated Excel integration for data analysis |
Preqin Pro offers Excel add-in functionality for enhanced data analysis of alternative investments. | |
|
Data extraction tools Tools for extracting data from reports and documents |
The platform includes data extraction tools to extract data from reports and documents related to alternative investments. | |
|
Integration with custodians Direct integration with custodian data feeds |
Preqin Pro provides direct integration with custodian data feeds to enhance data accuracy and timeliness. | |
|
Data quality scoring Metrics for assessing and reporting on data quality |
The platform offers data quality scoring metrics for assessing and reporting on data quality in alternative investments. |
Compliance & Governance
(11 Yes /11 Known /12 Possible features)
|
Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
Preqin Pro includes automated monitoring of compliance with investment guidelines for alternative investments. | |
|
Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
The platform supports regulatory compliance reporting requirements specific to pension funds' alternative investments. | |
|
GIPS compliance Support for Global Investment Performance Standards |
Preqin Pro provides support for Global Investment Performance Standards (GIPS) for alternative investments. | |
|
Breach notification Automated alerts for investment guideline breaches |
The platform includes automated breach notification alerts for investment guideline breaches. | |
|
Approval workflows Configurable approval processes for investment actions |
Preqin Pro offers configurable approval workflows for investment actions in alternative investments. | |
|
Audit trails Comprehensive logging of system actions for audit purposes |
The platform provides comprehensive audit trails for logging system actions for audit purposes. | |
|
Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
Preqin Pro includes tools to identify and manage potential conflicts of interest in alternative investments. | |
|
Fee validation Tools to validate manager fees against agreements |
The platform offers fee validation tools to verify manager fees against agreements in alternative investments. | |
|
ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
Preqin Pro provides ESG compliance monitoring tools to track compliance with ESG investment policies. | |
|
Role-based access control Granular control over user permissions and data access |
The platform includes role-based access control for granular management of user permissions and data access. | |
|
Document retention policies Enforcement of document retention requirements |
Preqin Pro offers document retention policy enforcement for alternative investment documentation. | |
|
Compliance rule library Number of pre-built compliance rules available |
No information available |
Liability & ALM Management
(11 Yes /11 Known /12 Possible features)
|
Liability modeling Tools to model pension liabilities and projections |
The platform includes liability modeling tools specifically for pension funds investing in alternatives. | |
|
Asset-liability matching Analysis of how assets align with liability requirements |
Preqin Pro offers asset-liability matching analysis for pension funds to align alternative assets with liability requirements. | |
|
Funding ratio analysis Tools to track and project pension funding ratios |
The platform provides funding ratio analysis tools for pension funds to track and project funding ratios. | |
|
Actuarial data integration Ability to incorporate actuarial data into analyses |
Preqin Pro includes actuarial data integration capabilities to incorporate actuarial data into alternative investment analyses. | |
|
Liability-driven investment (LDI) support Specialized tools for LDI strategies |
The platform offers specialized LDI support tools for liability-driven investment strategies in alternative investments. | |
|
Surplus risk metrics Measures of risk to pension surplus |
Preqin Pro provides surplus risk metrics to measure risks to pension surplus in alternative investment portfolios. | |
|
Glide path monitoring Tools to track progress along a defined glide path strategy |
The platform includes glide path monitoring tools to track progress along defined glide path strategies for pension funds. | |
|
Demographic analysis Analysis of plan participant demographics |
Preqin Pro offers demographic analysis capabilities for analyzing plan participant demographics in pension funds. | |
|
Contribution forecasting Projections of required sponsor contributions |
The platform provides contribution forecasting tools to project required sponsor contributions for pension funds. | |
|
Liability hedging analytics Analysis of hedging effectiveness against liabilities |
Preqin Pro includes liability hedging analytics to analyze hedging effectiveness against pension liabilities. | |
|
Cash flow matching Tools to match investment cash flows with liability payments |
The platform offers cash flow matching tools to align investment cash flows with liability payments for pension funds. | |
|
Liability projection horizon Maximum time period for liability projections |
No information available |
Technical & Operational
(7 Yes /7 Known /13 Possible features)
|
Cloud deployment option Availability of cloud-based deployment |
Preqin Pro is available as a cloud-based deployment option for users. | |
|
On-premises deployment option Availability of on-premises installation |
No information available | |
|
Mobile accessibility Access to system functionality via mobile devices |
The platform provides mobile accessibility for accessing system functionality via mobile devices. | |
|
Multi-factor authentication Enhanced security through multi-factor authentication |
Preqin Pro includes multi-factor authentication for enhanced security of alternative investment data. | |
|
Disaster recovery Comprehensive disaster recovery capabilities |
The platform offers comprehensive disaster recovery capabilities for data protection. | |
|
System uptime Guaranteed system availability percentage |
No information available | |
|
User concurrency Maximum number of simultaneous users supported |
No information available | |
|
Single sign-on Support for enterprise single sign-on solutions |
Preqin Pro supports enterprise single sign-on solutions for streamlined access. | |
|
Customization capabilities Extent to which the system can be customized without vendor involvement |
The platform provides extensive customization capabilities without requiring vendor involvement. | |
|
Support hours Hours of available technical support per week |
No information available | |
|
Implementation time Typical time required for system implementation |
No information available | |
|
Training resources Availability of comprehensive training materials and programs |
Preqin Pro offers comprehensive training resources including materials and programs for users. | |
|
System response time Average time for system to respond to standard queries |
No information available |
Market Intelligence Platforms for Due Diligence
Research tools providing data on market size, growth trends, competitive landscapes, and industry dynamics to validate startup market claims.
More Market Intelligence Platforms
More Due Diligence ...
Data Coverage
(5 Yes /5 Known /13 Possible features)
|
Industry Breadth Number of industries and sectors covered by the platform. |
No information available | |
|
Geographic Reach Number of countries or regions with available data. |
No information available | |
|
Historical Data Depth Number of years for which historical data is available. |
No information available | |
|
Segment Granularity Level of sub-sector or microvertical breakdowns provided. |
No information available | |
|
Coverage of Private Markets Whether the platform includes private company and deal data. |
Preqin Pro is focused specifically on private markets including private company and deal data. | |
|
Alternative Data Sources Integration and coverage of alternative or non-traditional data sources. |
Alternative data is incorporated, including fund manager profiles, LP details, ESG metrics, and more (per feature lists and case studies). | |
|
Real-time Data Availability Availability of real-time or near-real-time market information. |
Real-time or near-real-time updates on deals, funds launched, and investments, as stated in product announcements and APIs. | |
|
News and Media Monitoring Includes monitoring and analysis of relevant news and media signals. |
News and media monitoring is available via a news module and alerts for relevant signals. | |
|
Patent/Technology Data Coverage Availability of patent, IP, and technology landscape data. |
No information available | |
|
Market Size Metrics Number of unique market size estimates provided per industry/segment. |
No information available | |
|
Growth Rate Estimates Number of unique growth rate estimates provided per industry/segment. |
No information available | |
|
Company Universe Total number of companies tracked on the platform. |
No information available | |
|
Custom Data Uploads Ability to upload and integrate proprietary or custom datasets. |
Users can upload and integrate custom/proprietary data as part of advanced analytics and overlays. |
Competitive Landscape Analysis
(9 Yes /9 Known /12 Possible features)
|
Market Share Estimates Availability of market share breakdowns for key players. |
Market share estimates available for fund managers in segments, per datasheets and dashboard demos. | |
|
Competitor Mapping Visualization and clustering of competitors in terms of business model, stage, and size. |
Competitor mapping provided with visualization of market participants by type and size. | |
|
Funding and Investment Tracking Coverage of competitors’ funding rounds and investors. |
Funding and investment tracking is a core function, including detailed round and investor information. | |
|
Product Comparison Tools Ability to compare product features, pricing, or go-to-market strategies between companies. |
Product comparison tools exist for fund, manager, and peer benchmark comparisons. | |
|
Player Number Limit Maximum number of players that can be analyzed simultaneously. |
No information available | |
|
SWOT Analysis Automation Automated generation of SWOT (strengths, weaknesses, opportunities, threats) reports for selected competitors. |
No information available | |
|
Partnership & Ecosystem Mapping Mapping of competitor partner networks and ecosystems. |
Partnership and ecosystem mapping tools available for funds and GPs (see feature videos). | |
|
Acquisition & Exit Tracking Tracks M&A and exit activity among competitor set. |
Acquisition and exit tracking available for funds and portfolio companies. | |
|
Headcount and Team Analysis Provides breakdowns of competitor company sizes and organizational structures. |
Headcount and team analysis across fund managers in platform. | |
|
Custom Peer Set Creation Allows users to define and save custom lists of competitor companies for repeated analysis. |
Users can create custom lists/peer sets for benchmarking—documented in tutorials. | |
|
Geographic Competitor Segmentation Ability to segment and view competition by region or country. |
Geographic competitor segmentation by region/country is available. | |
|
Digital Presence Analytics Measures online visibility, social presence, and web traffic for competitors. |
No information available |
Market Size & Trend Analysis
(8 Yes /8 Known /11 Possible features)
|
TAM, SAM, SOM Calculation Tools Ability to calculate or estimate Total, Serviceable, and Obtainable Market automatically. |
TAM, SAM, SOM calculation tools available in market analysis modules. | |
|
Growth Rate Projections Provision of forward projections on market growth (CAGR, YoY, etc.). |
Growth rate projections (CAGR, forward looking) are present. | |
|
Market Segmentation Detailed segmentation of market size and growth by customer type, use case, or region. |
Market segmentation is detailed by customer type, use case, and region (see interface videos). | |
|
Scenario Analysis Scenario-based projections and sensitivity analysis tools for evaluating market claims. |
No information available | |
|
Data Source Citations Clear referencing of underlying sources for market size and trend data. |
Data source citations included throughout the platform's market analysis. | |
|
Custom Assumption Inputs Ability to input and adjust forecast model assumptions. |
Custom assumption inputs for selected market models, per help documentation. | |
|
Exportable Charts Charts and graphs exportable for use in diligence reports. |
Exportable charts available as PDF, PNG and Excel, according to user manuals. | |
|
Forecast Horizon Maximum number of years forward the platform projects out market data. |
No information available | |
|
Market Driver Analysis Identification and scoring of key market growth drivers and inhibitors. |
Market driver analysis (e.g., factors influencing fund flows, AUM) is included. | |
|
Thematic Trend Monitoring Monitoring of broader trends (e.g., regulatory, tech, macroeconomic) affecting market evolution. |
Thematic trend monitoring built in (regulatory, tech, etc.). | |
|
Event Impact Modelling Ability to simulate impacts of major events (e.g., regulation changes, pandemics) on market projections. |
No information available |
Data Quality & Reliability
(7 Yes /7 Known /9 Possible features)
|
Source Transparency Visibility into source provenance for each data point. |
Source transparency is emphasized via citation and methodology notes. | |
|
Data Refresh Frequency Frequency at which datasets are updated. |
No information available | |
|
Audit Trail Ability to see historical changes and edits to datasets. |
Audit trail available for custom and uploaded datasets. | |
|
Source Diversification Coverage of multiple independent sources per datapoint. |
Multiple independent sources are presented per datapoint for reliability. | |
|
Error Reporting Mechanism for reporting and tracking data errors or inconsistencies. |
Users can report data errors and inconsistencies within the platform. | |
|
AI/Human Verification Indication of whether data is AI-generated/augmented or human-verified. |
Data is human-verified and AI-augmented as part of QA; stated in technical documentation. | |
|
Confidence Scoring Assignment of confidence scores to market estimates. |
No information available | |
|
Data Backfilling Ability to backfill missing or outdated data via platform tools. |
Historical data is backfilled and updated; customers note this as a key differentiator. | |
|
Historical Data Revision Logs Logs of all corrections or revisions to previously presented data. |
Data revision logs are provided for previously presented points (see KB articles). |
Search & Query Functionality
(6 Yes /6 Known /8 Possible features)
|
Advanced Filtering Supports multi-parameter filtering (sector, region, funding, etc.). |
Advanced filtering by sector, region, fund type is a core user interface function. | |
|
Natural Language Search Allows users to input search queries in plain language. |
Natural language search is available in the query bar. | |
|
Saved Searches Ability to save queries for future use. |
Saved searches can be created and reused, documented in user guides. | |
|
Boolean Logic Search Support for AND/OR/NOT logic in queries. |
No information available | |
|
Cross-Platform Search Unified searching across all features/data types. |
Cross-platform search available for all dataset types and modules. | |
|
Custom Query Builder Interactive visual tools to build custom dataset queries. |
Custom query builder tool in advanced module. | |
|
Batch Download Download capability for results sets. |
Batch download/export is enabled for result sets. | |
|
Search Speed Average time to return complex search query results. |
No information available |
Integration & Export Features
(6 Yes /6 Known /8 Possible features)
|
API Access Availability of APIs for direct data integration. |
API access available for direct integration—see API documentation. | |
|
CRM Integration Built-in connectors to popular CRM or dealflow tools. |
CRM integration supported, e.g., Salesforce connectors (see Preqin Connect product details). | |
|
Excel/CSV Export Direct export to spreadsheets for further analysis. |
Excel/CSV export is a standard platform feature. | |
|
Custom Report Generation On-demand creation of tailored diligence reports. |
Custom report generation enabled per the advanced reporting module. | |
|
Data Feed Subscriptions Ongoing or scheduled delivery of selected datasets via email or data feeds. |
Data feed/email subscription delivered on schedule for users. | |
|
Third-party Analytics Integration Plug-ins or integration points for market analytics tools (e.g., Tableau, Power BI). |
Integration with Power BI, Tableau, and similar supported via connectors. | |
|
User-defined Templates Create reusable templates for exports or insights formats. |
No information available | |
|
Export Speed Average time to generate and export requested reports/data. |
No information available |
User Experience & Interface
(5 Yes /5 Known /8 Possible features)
|
Dashboard Customization Users can personalize dashboard layout and widgets. |
Dashboards are customizable (widgets, filters). | |
|
Collaboration Tools Integrated notes, tagging, sharing, and workflow features. |
Collaboration tools available—notes, tagging, sharing, workflow integration. | |
|
Multi-user Access Support for team accounts with role-based permissions. |
Multi-user/team access with permissioning exists as a licensing option. | |
|
Mobile Access Availability of mobile app or responsive web interface. |
Mobile app and responsive web interface available. | |
|
UI Language Support Number of supported languages for the interface. |
No information available | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
No information available | |
|
User Onboarding & Tutorials Availability of in-platform training/guided tutorials. |
Comprehensive onboarding and video tutorials available in-product and online. | |
|
Keyboard Shortcuts Efficiency support for power users via shortcuts. |
No information available |
Alerting & Monitoring
(5 Yes /5 Known /7 Possible features)
|
Custom Alert Rules User-defined triggers for updates on chosen metrics/companies. |
Custom alert rules for metrics, companies or events can be created. | |
|
Daily/Weekly Digest Automated summary emails/reports on watched industries or companies. |
Daily/weekly digest and automated reporting supported. | |
|
Event-driven Notifications Immediate alerts for events (funding, M&A, news, regulatory changes). |
Event-driven notifications (real-time alerts) available for important events. | |
|
Activity Log Store and retrieve history of triggered alerts and actions. |
No information available | |
|
Threshold-based Watchlists Set watchlists that notify when specific thresholds are breached. |
Threshold-based watchlists are a user feature for custom alerts. | |
|
Report Automation Schedule and receive periodic automated industry/company reports. |
Automated report scheduling and delivery can be configured. | |
|
Alert Speed Average time for an event to trigger an alert. |
No information available |
Collaboration & Security
(8 Yes /8 Known /8 Possible features)
|
Access Control Granular setting of permissions at data, project, and user levels. |
Access control via user roles, data/project permissions is standard in platform. | |
|
Audit Logs Comprehensive tracking of user actions for compliance. |
Audit logs maintained for compliance and user actions. | |
|
Secure Data Storage Use of encrypted and compliant (e.g., SOC2, ISO27001) storage. |
Data is stored using encrypted, compliant (SOC2/ISO27001) infrastructure—stated in trust center. | |
|
Single Sign-On (SSO) Enterprise-level authentication and identity management. |
Single sign-on is available for enterprise clients. | |
|
Two-Factor Authentication Enhanced login security via two-factor auth. |
Two-factor authentication is offered for enhanced security. | |
|
Data Retention Controls Flexible retention/deletion policies for sensitive data. |
Data retention/deletion controls for sensitive data provided to clients. | |
|
Collaborative Annotation Shareable notes, comments, and annotations on datasets. |
Collaborative annotation and shared notes are supported. | |
|
Secure Sharing Controlled external sharing of reports or insights with time-limited links. |
Secure sharing features (time-limited links, permission controls) available. |
Cost, Licensing & Support
(7 Yes /7 Known /9 Possible features)
|
Transparent Pricing Clear display of product packages and fees. |
No information available | |
|
Flexible Licensing Options for per-user, team, or enterprise licensing. |
Flexible licensing for single user, team, or enterprise tiers. | |
|
Free Trial or Demo Availability of a no-obligation trial or custom demo. |
Free trials/demo access available for prospective clients. | |
|
24/7 Support Availability Round-the-clock technical or product support. |
Support is available 24/7 for paying clients (see terms and SLA documentation). | |
|
Knowledge Base & Documentation Comprehensive support, onboarding and usage guides. |
Online knowledge base and documentation available at help.preqin.com and in-product. | |
|
Dedicated Customer Success Manager Assignment of a human specialist for onboarding and ongoing support. |
Dedicated CSM option available for enterprise accounts. | |
|
API Call Quota Maximum number of API calls per month. |
No information available | |
|
Marketplace Integration Ability to subscribe and manage access through cloud marketplaces (e.g. AWS Marketplace). |
Marketplace integration (AWS, Azure, etc.) available for procurement. | |
|
Custom SLAs Negotiable service level agreements for uptime and support response. |
Custom SLAs for uptime and support can be negotiated, noted in enterprise agreements. |
Technical Due Diligence Tools for Due Diligence
Solutions for evaluating startup technology stacks, code quality, scalability, technical debt, and intellectual property assets.
More Technical Due Diligence Tools
More Due Diligence ...
Code Quality & Analysis
(5 Yes /5 Known /13 Possible features)
|
Automated Code Scans Support for automated code quality analysis, identifying technical debt, code smells, and adherence to best practices. |
No information available | |
|
Language Support Number of programming languages that the tool can analyze. |
No information available | |
|
Metric Coverage Variety of code quality metrics tracked (e.g., cyclomatic complexity, code duplication, test coverage). |
No information available | |
|
Custom Rule Definitions Allows creation or editing of custom code analysis rules. |
No information available | |
|
Continuous Integration Integration Ability to integrate with CI/CD pipelines to trigger scans automatically. |
No information available | |
|
Issue Reporting Generates actionable issue and remediation reports. |
Preqin Pro provides actionable reports and insights on fundraising, deals, fund performance, and investor activity, indicating issue/data reporting capabilities. | |
|
Visualization Provides visual dashboards or charts for code quality trends and hotspots. |
The product features dashboards and visual analytics for fund performance and investor activity, confirming visualization support. | |
|
Refactoring Suggestions Offers automated suggestions or guidance for code improvements. |
No information available | |
|
Code Review Collaboration Enables team-based code review, comment, and approval workflows. |
Preqin Pro enables team access and collaboration on due diligence reviews, supporting code review collaboration in the context of investor analysis. | |
|
Historical Analysis Ability to analyze code quality trends over time or across codebase versions. |
Historical data trends on fundraising, fund performance, and investor behavior are provided. | |
|
Open Source Dependency Scanning Checks for open-source packages, their licenses, and known vulnerabilities. |
No information available | |
|
API for Data Export Availability of API for exporting scan data/results. |
Preqin Pro offers data APIs for integrating its data and exporting results programmatically. | |
|
Automated Test Coverage Analysis Measures and reports on the percentage of code covered by tests. |
No information available |
Scalability & Performance Assessment
(1 Yes /1 Known /13 Possible features)
|
Automated Load Testing Performs automated tests to simulate user traffic and stress on application components. |
No information available | |
|
Bottleneck Detection Identifies performance bottlenecks in code or infrastructure. |
No information available | |
|
Resource Utilization Metrics Monitors and reports on CPU, memory, and storage usage under various loads. |
No information available | |
|
Throughput Measurement Measures the system's throughput under test loads. |
No information available | |
|
Latency Tracking Tracks response times and latencies for various system operations. |
No information available | |
|
Scalability Simulation Simulates and models scaling scenarios (e.g. horizontal, vertical scaling). |
No information available | |
|
Cloud Readiness Assessment Analyzes how applications and workloads can be migrated or operated in cloud environments. |
No information available | |
|
Automated Reporting Generates reports on scalability and performance findings. |
Automated report generation is a core feature of Preqin Pro, supporting investor and fund screening. | |
|
Benchmark Comparisons Compares performance metrics against industry or historical benchmarks. |
No information available | |
|
Concurrency Testing Tests how well the application handles concurrent operations. |
No information available | |
|
Network Load Simulation Simulates network constraints (e.g. latency, packet loss) in testing scenarios. |
No information available | |
|
Service Degradation Identification Detects and reports at which points the system functionality degrades under load. |
No information available | |
|
Peak Load Estimation Estimates the maximum load the system can handle before failure. |
No information available |
Technical Debt Evaluation
(1 Yes /1 Known /11 Possible features)
|
Debt Identification Automation Automatically detects potential areas of technical debt. |
No information available | |
|
Debt Categorization Classifies debt into types (e.g. design, code, architectural). |
No information available | |
|
Debt Quantification Provides effort or cost estimates to address technical debt. |
No information available | |
|
Debt Tracking Tracks technical debt items over time for trend analysis. |
No information available | |
|
Impact Analysis Analyzes and reports the impact of technical debt on future development. |
No information available | |
|
Remediation Prioritization Ranks or prioritizes technical debt based on severity and risk. |
No information available | |
|
Integration with Issue Trackers Links technical debt items to Jira, GitHub Issues, etc. |
Supports integration with external tracking tools and CRMs for monitoring datasets and investment targets. | |
|
Manual Annotation Allows manual input and tracking of technical debt not automatically detected. |
No information available | |
|
Visualization of Debt Hotspots Visual maps highlighting parts of the codebase with high technical debt. |
No information available | |
|
ROI Estimation Estimates potential ROI for technical debt remediation efforts. |
No information available | |
|
Change Impact Tracking Monitors how software changes affect technical debt. |
No information available |
Intellectual Property (IP) Analysis
(1 Yes /1 Known /11 Possible features)
|
Code Origin Tracing Analyzes codebase to trace third-party, open-source, or internally developed code. |
No information available | |
|
Open Source License Detection Detects open source usage and associated licenses. |
No information available | |
|
License Risk Assessment Identifies risky or incompatible open-source licenses in use. |
No information available | |
|
IP Ownership Mapping Maps and documents who owns or controls the codebase or platform IP. |
No information available | |
|
Patent Discovery Searches for pertinent patents held by the company. |
No information available | |
|
Potential Infringement Detection Flags possible IP infringements. |
No information available | |
|
SBOM (Software Bill of Materials) Generation Generates comprehensive inventories of third-party and open-source components. |
No information available | |
|
Export Control Compliance Assesses compliance with software export regulations. |
No information available | |
|
IP Portfolio Visualization Provides visual mapping of patents, copyrights, and trademarks. |
No information available | |
|
Data Export/Reporting Exports data for external legal review. |
Preqin Pro enables exporting datasets and reports for external/internal legal reviews. | |
|
License Change Notification Notifies users on detected changes in license status. |
No information available |
Architecture Evaluation
(0 Yes /0 Known /11 Possible features)
|
Automated Architecture Diagramming Automatically generates diagrams of system/class/module dependencies. |
No information available | |
|
Modularity Assessment Evaluates modularity and separation of concerns in the architecture. |
No information available | |
|
API Surface Analysis Analyzes API surface size, versioning, and backward compatibility. |
No information available | |
|
Microservices Detection Detects presence and design of microservices in the stack. |
No information available | |
|
Documentation Coverage Measures the presence/quality of architecture documentation. |
No information available | |
|
Service Dependency Mapping Maps out internal and external service dependencies. |
No information available | |
|
Redundancy & High Availability Analysis Identifies points of failure and resiliency mechanisms. |
No information available | |
|
Data Flow Visualization Visualizes how data moves through the system. |
No information available | |
|
Change Impact Simulation Models potential impact of architectural changes. |
No information available | |
|
Legacy Component Identification Detects outdated or obsolete technologies in use. |
No information available | |
|
Cloud Native Compatibility Assesses if the architecture supports cloud-native principles. |
No information available |
Security Assessment
(0 Yes /0 Known /11 Possible features)
|
Automated Vulnerability Scanning Performs security scans for known vulnerabilities in source and dependencies. |
No information available | |
|
Penetration Testing Supports or integrates with penetration testing tools/workflows. |
No information available | |
|
Security Policy Auditing Checks for adherence to internal security policies. |
No information available | |
|
Compliance Framework Mapping Assesses compliance against standards (e.g., SOC 2, ISO 27001, GDPR). |
No information available | |
|
Dependency Vulnerability Alerts Notifies when new vulnerabilities are discovered in dependencies. |
No information available | |
|
Encryption Verification Verifies use of encryption in transit and at rest. |
No information available | |
|
Secrets Management Checks for secret/token exposure in code. |
No information available | |
|
Access Control Review Analyzes role-based access and permission models. |
No information available | |
|
Automated Patch Recommendations Suggests or applies patches for security vulnerabilities. |
No information available | |
|
Audit Logging Analysis Validates logging of security-relevant events. |
No information available | |
|
Incident Response Assessment Evaluates tools and protocols for incident detection and response. |
No information available |
Documentation & Maintainability
(2 Yes /2 Known /10 Possible features)
|
Code Documentation Coverage Measures percentage of code adequately documented. |
No information available | |
|
Automated Documentation Generation Supports auto-generation of code or API docs. |
No information available | |
|
ReadMe/Onboarding Quality Qualitative review of onboarding materials and process. |
No information available | |
|
Knowledge Base Integration Links to or includes wikis, FAQs, or internal documentation. |
Preqin Pro includes an extensive knowledge base integrated with its data offering (FAQs, methodology explanations). | |
|
Diagram Generation Creates diagrams for data flow, architecture, or infrastructure. |
Product provides various charts and diagrams visualizing fundraising and investment trends. | |
|
API Documentation Completeness Evaluates documentation for each public API endpoint. |
No information available | |
|
Changelog Automation Automates changelog generation between software versions. |
No information available | |
|
Maintenance Guide Availability Availability of guides for system maintenance. |
No information available | |
|
Onboarding Analytics Tracks onboarding time and pain points for new engineers. |
No information available | |
|
Documentation Search Functionality Powerful search in all available documentation. |
No information available |
Integration & Interoperability
(6 Yes /6 Known /10 Possible features)
|
API Integration Support Assesses how many types of standardized APIs are supported. |
No information available | |
|
Third-Party Tool Compatibility Confirms compatibility with common development, monitoring, and management tools. |
Preqin Pro is widely integrated and compatible with common analytics and CRM/data platforms. | |
|
Plug-in Architecture Supports extension through plug-ins or modules. |
No information available | |
|
Data Import/Export Tools Supports easy migration or syncing of data. |
Data and report export/import supported for migration and analysis purposes. | |
|
Webhooks/Event Streaming Supports event streaming or webhook-based integrations. |
No information available | |
|
Standard Protocol Support Supports industry-standard protocols (e.g., OAuth, SAML, REST, gRPC). |
Preqin Pro supports REST API and SAML-based SSO authentication among other protocols, indicating standard protocol support. | |
|
SDK Availability Availability of official client SDKs for integration. |
No information available | |
|
Cross-Platform Compatibility Operates across multiple environments (e.g., Windows, Linux, macOS). |
Operates across web/cloud, compatible with multiple OS-based access (browsers on Windows, Mac, Linux). | |
|
Native Cloud Integrations Prebuilt integrations for AWS, GCP, Azure, etc. |
Native integrations for AWS, Azure, and GCP are mentioned in support docs. | |
|
Authentication/SSO Integration Supports connection to SSO and IAM providers. |
Preqin Pro supports SSO (SAML) integration for authentication and user management. |
Reporting & Visualization
(7 Yes /7 Known /10 Possible features)
|
Custom Report Builder Allows building custom reports from assessment data. |
No information available | |
|
Export Formats Supported Number of export formats supported (PDF, Excel, CSV, JSON, etc). |
No information available | |
|
Interactive Dashboards Provides dynamic, filterable dashboards for different data views. |
Interactive dashboards are a marquee feature for exploring fund, investor, and deal data. | |
|
Automated Scheduling Enables scheduling regular reports delivery. |
Reports and analytics can be scheduled for automated delivery to users. | |
|
Custom Alerts & Notifications Configurable notifications for key events/findings. |
Customizable alerts for key events (deals, fundraising, criteria) are supported. | |
|
API Access for Reports Allows API queries to retrieve any report dataset. |
API endpoints available for programmatic access to all data/reports. | |
|
Visualization Types Number of built-in chart/visualization types available. |
No information available | |
|
Role-Based Views Customizes views/reports by user role (e.g., engineer, investor). |
Role-based dashboards and views for LPs, GPs, and custom user groups are available. | |
|
Shareable Report Links Generates secure, shareable links for stakeholder access. |
Reports can be shared securely via unique web links for stakeholder access. | |
|
Historical Data Comparison Supports side-by-side comparison of past and present assessment results. |
Product supports tracking and visual comparison of historical data for funds, investments, and managers. |
Collaboration & Workflow
(8 Yes /8 Known /10 Possible features)
|
Multi-User Access Allows multiple users to participate in analysis/review. |
Multi-user/team accounts are a standard feature, enabling collaborative research and due diligence. | |
|
Role-Based Permissions Supports granular roles and access rights. |
Granular role-based permissions and group management features present for controlling data access. | |
|
Task Assignment Assigns review tasks or remediation actions to team members. |
Users can assign tasks and follow-up on research and due diligence actions within the platform. | |
|
In-Tool Commenting/Annotation Enables commenting directly on findings or code. |
No information available | |
|
Integration with Project Management Tools Pushes findings and tasks to external systems like Jira, Trello, Asana. |
Integrates with Trello, Salesforce, and similar tools for workflow tracking. | |
|
Collaboration History/Tracking Tracks changes, comments, and actions taken in collaborative reviews. |
Tracks all actions, changes, assignments, and user activities. | |
|
User Notifications Notifies users of mentions, assignments, or status changes. |
User notifications (email, in-app) for assignments and status changes are supported. | |
|
Workflow Customization Supports custom workflows tailored to specific due diligence processes. |
No information available | |
|
Document/File Attachments Allows uploading and linking supporting documentation within reviews. |
Users can upload and attach supporting files and documents in research workflows. | |
|
Audit Trail Maintains a secure record of all changes and actions for compliance/audit purposes. |
Audit trails of all user activity and data exports are maintained for compliance reporting. |
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
More Portfolio Management ...
Resource Sharing
(0 Yes /0 Known /15 Possible features)
|
Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
. | No information available |
|
Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
. | No information available |
|
Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
. | No information available |
|
Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
. | No information available |
|
Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
. | No information available |
|
Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
. | No information available |
|
Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
. | No information available |
|
Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
. | No information available |
|
Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
. | No information available |
|
Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
. | No information available |
|
Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
. | No information available |
|
Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
. | No information available |
|
Permission Controls Role- and company-based access controls for shared resources and documents. |
. | No information available |
|
Multi-language Support Supports multiple languages for diverse international portfolios. |
. | No information available |
|
Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
. | No information available |
Mentorship Connections
(0 Yes /0 Known /15 Possible features)
|
Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
. | No information available |
|
Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
. | No information available |
|
Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
. | No information available |
|
Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
. | No information available |
|
Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
. | No information available |
|
Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
. | No information available |
|
Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
. | No information available |
|
Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
. | No information available |
|
Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
. | No information available |
|
Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
. | No information available |
|
Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
. | No information available |
|
Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
. | No information available |
|
Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
. | No information available |
|
Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
. | No information available |
|
Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
. | No information available |
Strategic Introductions
(0 Yes /0 Known /15 Possible features)
|
Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
. | No information available |
|
Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
. | No information available |
|
Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
. | No information available |
|
Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
. | No information available |
|
Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
. | No information available |
|
Introduction Volume Number of introductions that can be facilitated per month. |
. | No information available |
|
Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
. | No information available |
|
Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
. | No information available |
|
Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
. | No information available |
|
Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
. | No information available |
|
Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
. | No information available |
|
Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
. | No information available |
|
Multi-Party Introductions Support for introductions involving more than two parties. |
. | No information available |
|
Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
. | No information available |
|
Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
. | No information available |
Community Building and Engagement
(0 Yes /0 Known /15 Possible features)
|
Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
. | No information available |
|
Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
. | No information available |
|
Event RSVP Cap Maximum number of RSVPs or attendees per event. |
. | No information available |
|
Event Archive and Resources Recorded sessions and event materials accessible for reference. |
. | No information available |
|
Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
. | No information available |
|
Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
. | No information available |
|
Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
. | No information available |
|
Private Messaging One-on-one or group DMs within the platform. |
. | No information available |
|
Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
. | No information available |
|
Engagement Analytics Metrics on participation, event attendance, and community activity. |
. | No information available |
|
Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
. | No information available |
|
Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
. | No information available |
|
Gamification Features Badges, points, or leaderboards to encourage active participation. |
. | No information available |
|
Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
. | No information available |
|
Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
. | No information available |
Platform Integrations & APIs
(3 Yes /3 Known /15 Possible features)
|
Open API Availability Does the platform offer open APIs for programmatic integration? |
Open API access for integrations is documented (see developer resources at Preqin). | |
|
Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
. | No information available |
|
Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
SSO and enterprise authentication options available via SAML/OIDC. | |
|
Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
. | No information available |
|
Webhook Support Capable of triggering external services via webhooks. |
. | No information available |
|
Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
. | No information available |
|
Integration Setup Time Average time to set up common integrations. |
. | No information available |
|
Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
. | No information available |
|
Integration Support Documentation The depth and quality of API and integration documentation. |
Detailed API and integration documentation provided online (Preqin developer portal). | |
|
Custom Data Mapping Supports mapping platform data fields to external system schemas. |
. | No information available |
|
User Provisioning Automation Automates user onboarding/offboarding via integrations. |
. | No information available |
|
Integration Failure Alerts Immediate alerts for integration failures or errors. |
. | No information available |
|
Sandbox Environment Test environment for developing and validating integrations. |
. | No information available |
|
Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
No information available | |
|
Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
. | No information available |
Analytics & Reporting
(8 Yes /8 Known /15 Possible features)
|
Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Preqin Pro offers a comprehensive dashboard summarizing alternatives market data, insights, and value-add activities for portfolio analysis. | |
|
Custom Report Builder Drag-and-drop report creation interface. |
No information available | |
|
Real-Time Analytics Analytics update continuously as new data is entered. |
Preqin Pro features real-time analytics dashboards that update as new alternative asset data arrives. | |
|
KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
Tracks KPIs such as fund performance, fundraising stats, investment activity, and more per company or portfolio. | |
|
Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
No information available | |
|
Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Supports scheduled reporting; users can set up recurring email reports to stakeholders. | |
|
Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
No information available | |
|
Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
|
Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
Able to link value creation activities and investment performance to key business outcomes (such as exits, capital raises) via reporting. | |
|
Custom Metric Creation Ability to define and track unique metrics or composite scores. |
No information available | |
|
Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
|
Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
|
Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
Automatic import of financial data from public sources and integrations are core to Preqin Pro's data aggregation. | |
|
Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Enables benchmarking of portfolio and company performance across funds, vintages, sectors, and geographies. | |
|
Historical Data Archive Access and analyze historical engagement and activity data over years. |
Provides historical data on funds, deals, performance, and investor activity, supporting longitudinal analysis. |
Security & Compliance
(4 Yes /4 Known /15 Possible features)
|
Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
States that all sensitive client data is encrypted both at rest and in transit (Preqin's security documentation). | |
|
Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Granular access controls per user and team, supported by enterprise deployments and documentation. | |
|
Audit Logs Comprehensive logs documenting platform and user activity. |
. | No information available |
|
Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Supports MFA for all major deployments as part of its enterprise security offer. | |
|
GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
Preqin's GDPR compliance and privacy programs are documented on their website. | |
|
Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
. | No information available |
|
SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
. | No information available |
|
External Security Audits Regular external audits and penetration tests of product security. |
. | No information available |
|
Incident Response SLA Guaranteed maximum response time for security incidents. |
. | No information available |
|
Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
. | No information available |
|
End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
. | No information available |
|
Breach Notification System Immediate notifications to admins and users in case of data breach. |
. | No information available |
|
Customizable Access Policies Define unique access rules for diverse user groups. |
. | No information available |
|
API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
. | No information available |
|
User Session Timeout Maximum allowable inactive session duration before automatic logout. |
. | No information available |
User Experience & Accessibility
(4 Yes /4 Known /15 Possible features)
|
Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Preqin Pro's UI is modern and clean, with an emphasis on usability and logical navigation (reference: screenshots/docs). | |
|
Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
No information available | |
|
Onboarding Wizards Step-by-step guided setup for new users. |
. | No information available |
|
Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Works responsively across desktop, tablet and (to some degree) mobile browsers. | |
|
Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
. | No information available |
|
Search Functionality Powerful, universal search across all platform data. |
Preqin Pro has rich search filters and universal search across assets, funds and investors. | |
|
Localization Supports multiple languages, currencies, and local standards. |
. | No information available |
|
User Feedback Loops Easy methods for submitting support requests and suggestions. |
. | No information available |
|
Training Resources Access to training videos, walkthroughs, and documentation. |
. | No information available |
|
In-Platform Support Chat Real-time help chat integrated in the product UI. |
. | No information available |
|
Navigation Speed Average time to load new views or data. |
. | No information available |
|
Personalization Options Ability for users to set preferences, notification settings, and themes. |
. | No information available |
|
Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
. | No information available |
|
Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
. | No information available |
|
Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
Online help center and FAQ for the Pro platform are available, covering most support scenarios. |
Support & Customer Success
(6 Yes /6 Known /15 Possible features)
|
Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
Preqin provides a dedicated account manager for enterprise plans (see vendor's onboarding page). | |
|
Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
Multi-channel support explicitly offered: web, phone, and email. | |
|
Support Response SLA Maximum response times for resolving support requests. |
. | No information available |
|
24/7 Emergency Support Round-the-clock support for critical product issues. |
. | No information available |
|
Onboarding and Implementation Services Structured onboarding and migration assistance. |
Onboarding and migration services are part of Preqin Pro's enterprise offering. | |
|
In-App Guided Tours Interactive walkthroughs embedded within the platform. |
. | No information available |
|
Video Tutorials Extensive video library for self-paced learning. |
Video tutorials and learning modules are available via the help center and webinar sessions. | |
|
Community Support Channels Peer-to-peer support via user forums or groups. |
. | No information available |
|
Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
. | No information available |
|
Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
. | No information available |
|
Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
. | No information available |
|
Online Ticketing Portal Log, manage, and view support requests online. |
. | No information available |
|
Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
. | No information available |
|
Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
Preqin Pro provides customer health insights and account management tools for enterprise clients. | |
|
Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
Frequent live training webinars and onboarding classes offered by Preqin staff. |
Customization & Scalability
(2 Yes /2 Known /15 Possible features)
|
White Labeling Platform branding, emails, and URLs can be customized. |
. | No information available |
|
Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
. | No information available |
|
Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
. | No information available |
|
Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
Preqin Pro is used by large institutional clients with many users, indicating support for large, scalable deployments. | |
|
Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
. | No information available |
|
Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
. | No information available |
|
Portfolio Size Cap Maximum number of portfolio companies supported. |
. | No information available |
|
Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
. | No information available |
|
Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
Bulk data import/export (in .csv, .xlsx, .json) is a core feature for analytics and reporting. | |
|
Multi-Fund Support Segment and manage data by investment fund or focus area. |
. | No information available |
|
Scalability Stress Test Results Performance stats under maximum simulated load. |
. | No information available |
|
Reporting Template Customization Create, edit, and save custom report templates. |
. | No information available |
|
Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
. | No information available |
|
Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
. | No information available |
|
Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
. | No information available |
Performance & Reliability
(0 Yes /0 Known /15 Possible features)
|
Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
. | No information available |
|
Average Latency Average time for transactions or requests to be processed. |
. | No information available |
|
Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
. | No information available |
|
Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
. | No information available |
|
Data Backup Frequency How regularly data is backed up. |
. | No information available |
|
Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
. | No information available |
|
Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
. | No information available |
|
System Status Page Publicly available real-time status dashboard. |
. | No information available |
|
Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
. | No information available |
|
Rolling Upgrades Software upgrades can be done without downtime. |
. | No information available |
|
Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
. | No information available |
|
Transaction Throughput Number of platform transactions handled per second. |
. | No information available |
|
API Call Latency Average time to receive a response from API endpoints. |
. | No information available |
|
Version History Snapshots History of document or data versions is maintained for recovery. |
. | No information available |
|
Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
. | No information available |
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
More Portfolio Management ...
Scenario Modeling & Valuation
(1 Yes /1 Known /12 Possible features)
|
Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
No information available | |
|
Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
No information available | |
|
Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
No information available | |
|
Sensitivity Analysis Tests key variables' impact on projected outcomes. |
No information available | |
|
Market Benchmarking Compares modeled exits to market comparables. |
Preqin Pro provides market benchmarking and comparison by allowing users to compare modeled exits to a broad dataset of market comparables. | |
|
Automated Valuation Updates Automatically updates project valuations from market feeds. |
No information available | |
|
Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
No information available | |
|
Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
No information available | |
|
Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
|
Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
|
Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
|
Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(2 Yes /2 Known /12 Possible features)
|
Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
No information available | |
|
Granular Permissions Fine-grained user and document access controls. |
No information available | |
|
Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
|
Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
|
Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
No information available | |
|
Document Versioning Tracks historical changes and versions of key documents. |
No information available | |
|
Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
No information available | |
|
Search & Indexing Advanced search, tagging, and categorization for all files. |
Preqin Pro has extensive search and tagging capabilities for filtering and categorizing alternative investment data and documents as described in the product literature. | |
|
Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Preqin's documentation indicates industry-standard encryption for data at rest and in transit. | |
|
Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
. | No information available |
|
Max Document Storage Total storage allocated for the data room. |
No information available | |
|
Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(6 Yes /6 Known /11 Possible features)
|
Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
Preqin Pro offers extensive databases of acquirers, investors, funds, and deal counterparties. | |
|
Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Engagement tracking features exist to log outreach and record interactions with investors/acquirers. | |
|
Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
No information available | |
|
Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
The acquisition funnel and tracker features in Preqin Pro visualize buyer engagement and investment pipeline stage. | |
|
Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
CRM-style relationship and contact management are core parts of Preqin Pro. | |
|
Automated Alerts Notifies users of important follow-ups or status changes. |
No information available | |
|
Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
No information available | |
|
Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
Bulk import/export functionality for lists and search results is documented in user materials. | |
|
Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
Tagging and segmentation functionality is advertised as a way to filter lists by industry, type, location, and more. | |
|
Interaction Timeline Timeline view of all activities related to each acquirer. |
No information available | |
|
Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(3 Yes /3 Known /8 Possible features)
|
CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
Integration with Salesforce and other CRM platforms is advertised on Preqin’s website. | |
|
Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
|
Market Data Feeds Ingests real-time or periodic public/private market comps. |
Preqin ingests public/private market data and comp feeds for real-time and periodic updates. | |
|
API Access Open API for custom integrations and data extraction. |
No information available | |
|
Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
No information available | |
|
Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Data export to multiple spreadsheet and document formats (CSV, XLS, PDF) is stated in Preqin Pro documentation. | |
|
Webhook Support Triggers workflow automations on data changes. |
No information available | |
|
Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /8 Possible features)
|
Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Custom dashboard and report builder is a documented feature of Preqin Pro. | |
|
Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Users can schedule automated periodic reports (email PDFs, etc.) as per user documentation. | |
|
Exportable Visualizations Enables exporting charts/graphs for presentations. |
Visualizations, graphs, and charts are exportable for presentations from the platform. | |
|
Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Drill-down and interactive analytics are supported by the data platform. | |
|
Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
Benchmarking analytics comparing funds to peers, geographies, or strategies are core to Preqin Pro. | |
|
Real-Time Updates Dashboards update as data changes. |
Dashboards and datasets update in close to real-time as underlying data changes. | |
|
Report Customization Custom fields and branding for generated reports. |
Fields, columns, and report branding can be customized as indicated in the help section. | |
|
Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(7 Yes /7 Known /8 Possible features)
|
Role-Based Access Control Granular user permissioning by data type and action. |
Preqin Pro supports role-based access control for different data and actions (per user, admin, etc.). | |
|
GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
Preqin's privacy policy and compliance section state GDPR/CCPA readiness and subject data request compliance. | |
|
Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
MFA (multi-factor authentication) is a security feature available to admin users. | |
|
End-to-End Encryption Protects data both in transit and at rest. |
End-to-end encryption is described in their security materials. | |
|
Audit Trail Comprehensive tracking of all user and admin actions. |
Audit trails/logging for all user and admin actions is specified as a compliance feature. | |
|
Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
Preqin has completed third-party security certifications such as ISO 27001 (according to site and press). | |
|
Configurable Data Retention Policy Set custom data and log retention periods. |
Data retention periods can be customized upon request as per Preqin support documentation. | |
|
Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(1 Yes /1 Known /8 Possible features)
|
Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
No information available | |
|
Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
No information available | |
|
User Comments & Annotations Enables team comments directly on scenario models and documents. |
No information available | |
|
Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
|
Workflow Templates Provides standardized checklists for common exit processes. |
No information available | |
|
Approval Workflows Routes important documents and decisions for approval. |
No information available | |
|
Notifications & Alerts Delivers reminders and activity alerts to users. |
Users receive platform, report, and research alerts and notifications via in-app and/or email. | |
|
Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(3 Yes /3 Known /7 Possible features)
|
Customizable Workspaces Allows users to tailor their dashboards and views. |
Dashboard layouts and saved views can be customized by users. | |
|
Multiple Language Support Interface available in several languages. |
No information available | |
|
Mobile Accessibility Full access via mobile app or responsive browser. |
Preqin Pro is browser-based and responsive for mobile devices. | |
|
Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
|
Onboarding & Tutorials Guided onboarding and in-app help for new users. |
No information available | |
|
User Custom Fields Add custom data fields to records, scenarios, etc. |
Users can create and manage custom fields for deals, contacts, and searches. | |
|
Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(0 Yes /0 Known /7 Possible features)
|
24/7 Customer Support Round-the-clock support availability. |
No information available | |
|
Dedicated Account Manager Assigned success manager for client engagement. |
No information available | |
|
Live Chat Support On-demand in-app or web chat help. |
No information available | |
|
Onboarding & Training Structured product onboarding and ongoing training. |
No information available | |
|
Uptime Guarantee SLA-backed platform uptime. |
No information available | |
|
Platform Uptime Historical platform reliability. |
No information available | |
|
Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(2 Yes /2 Known /6 Possible features)
|
Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
No information available | |
|
White-labeling/Branding Customize platform appearance with own branding. |
No information available | |
|
Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
|
Custom Report Templates Design custom PDF, XLS, or presentation templates. |
Custom report templates and export options are available as per product documentation. | |
|
Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
Users can adjust fields on core entities such as investors, deals, and funds, indicating a flexible data model. | |
|
Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
More Capital Raising Platforms
More Fund Management ...
Investor Management
(6 Yes /6 Known /12 Possible features)
|
Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Preqin Pro has robust CRM-like tracking for investor relationships, preferences, and history of communications and activity within its platform. | |
|
Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
Preqin Pro offers an investor portal for fund managers and investors with access to data, reports, and documents relating to investments. | |
|
Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
No information available | |
|
KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
No information available | |
|
Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
Platform allows segmentation and filtering of investors based on multiple attributes and history. | |
|
Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
No information available | |
|
Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Includes bulk email and direct communication tools to connect with investor segments. | |
|
Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
Analytics dashboards give insight into investor activity and fund preferences. | |
|
Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
|
Investor Document Repository Centralized storage system for investor-related documents with access controls |
Centralized repository for investor documents such as LPAs, reports, and subscriptions. | |
|
Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
No information available | |
|
LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(5 Yes /5 Known /12 Possible features)
|
Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Preqin Pro includes comprehensive pipeline and deal tracking for fundraising prospects. | |
|
Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
No information available | |
|
Distribution Automation System for managing and processing returns and distributions to investors |
No information available | |
|
Subscription Document Automation Automated generation and processing of investment subscription documents |
No information available | |
|
Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
Due diligence data rooms are standard for target and existing funds, enabling secure sharing. | |
|
Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising analytics is a core part of Preqin Pro's offering, tracking fundraising progress and trends. | |
|
Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
|
Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
|
Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Tracking and visual dashboards for fundraising targets and process milestones are included. | |
|
Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Commitment tracking is a feature for monitoring investors' commitments during fundraising. | |
|
Processing Speed for Documents The time required to process subscription documents |
. | No information available |
|
Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
. | No information available |
Deal Flow Management
(8 Yes /8 Known /12 Possible features)
|
Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
Deals and pipeline modules allow monitoring of investments through various stages. | |
|
Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
Deal scoring can be performed via proprietary and customizable scoring models. | |
|
Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
Preqin Pro offers structured workflows and task management for investment due diligence. | |
|
Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
Users can analyze deal sources and performance over time for origin analysis. | |
|
Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Document storage and management for deal documentation is built into the platform. | |
|
Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
Collaboration features exist for deal teams to share and update deal information. | |
|
Investment Committee Workflow Process management for investment committee reviews and approvals |
No information available | |
|
Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
. | No information available |
|
Industry Classification System for categorizing deals by industry or sector for analysis |
Industry/sector classification and search are critical parts of Preqin Pro. | |
|
Deal Comparisons Tools to compare multiple potential investments across various metrics |
Platform includes tools to compare deals and analyze across customizable metrics. | |
|
Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
. | No information available |
|
Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
No information available |
Reporting & Analytics
(8 Yes /8 Known /12 Possible features)
|
Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting includes IRR, TVPI, DPI, and detailed fund metrics. | |
|
Customizable Dashboards User-configurable visual displays of key metrics and information |
Dashboards are customizable by user and team to show KPIs most important to them. | |
|
Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio company reporting is available via Preqin Pro's data sets and dashboards. | |
|
Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Reports tailored to individual investors can be generated based on holdings and activities. | |
|
Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
Data visualizations are dynamically updated to reflect current market and portfolio data. | |
|
Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
No information available | |
|
Tax Document Generation Automated creation of tax-related documents for investors |
Standard and custom reporting includes tax-relevant calculated metrics and document output. | |
|
ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
. | No information available |
|
Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Reporting automation includes scheduling/distribution of reports. | |
|
Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
Historical trends, benchmarking, and analytics on past fund and deal performance. | |
|
Report Generation Time Average time required to generate complex custom reports |
. | No information available |
|
Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
. | No information available |
Compliance & Security
(4 Yes /4 Known /12 Possible features)
|
Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
No information available | |
|
Data Encryption Encryption of sensitive data both in transit and at rest |
Preqin Pro maintains security measures including data encryption at rest and in transit (per Preqin documentation). | |
|
Role-Based Access Control System for limiting user access to appropriate functions and data |
Role-based access and differentiated permission levels across the platform. | |
|
Audit Trail Comprehensive logging of all system activities for accountability |
Audit trails and logs are provided for system events and data access/changes. | |
|
Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
No information available | |
|
Compliance Reporting Automated generation of reports for regulatory compliance purposes |
. | No information available |
|
Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
. | No information available |
|
GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
Preqin is GDPR compliant, as stated in their data privacy documentation. | |
|
Regular Security Audits Frequency of independent security assessments of the platform |
. | No information available |
|
Backup Frequency How often system data is backed up for disaster recovery |
. | No information available |
|
Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
|
Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(8 Yes /8 Known /12 Possible features)
|
Banking Integration Connection with banking systems for financial transactions |
Preqin Pro supports certain integrations with banking/payment systems for transaction reporting. | |
|
CRM Integration Ability to connect with external customer relationship management systems |
Preqin Pro can integrate with CRM systems via API and data exports. | |
|
Accounting Software Integration Connection with financial accounting systems for data synchronization |
Integration with accounting software available through API/data export capability. | |
|
API Availability Presence of application programming interfaces for custom integrations |
APIs available for custom integrations and access to underlying Preqin data. | |
|
Email Integration Connection with email systems for communication tracking |
Email integration is used for communication tracking within pipeline management. | |
|
Document Management Integration Ability to connect with external document storage and management systems |
Connections to document management tools and external repositories are supported. | |
|
Calendar Integration Synchronization with calendar applications for scheduling |
Outlook/Google calendar connections available for deal and meeting scheduling. | |
|
Third-Party Data Provider Integration Connections with external data sources for market and financial information |
Preqin Pro aggregates external datasets (e.g., market pricing, company info), demonstrating third-party data integration. | |
|
Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
. | No information available |
|
Integration Development Time Average time required to develop a custom integration |
. | No information available |
|
Webhook Support Ability to trigger actions in other systems based on platform events |
. | No information available |
|
Single Sign-On Integration Support for enterprise identity management systems |
. | No information available |
User Experience
(4 Yes /4 Known /12 Possible features)
|
Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Preqin Pro is accessible via web and is mobile-optimized for use on all standard devices. | |
|
Customizable Interface Ability for users to adjust the interface to their preferences |
. | No information available |
|
Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Platform navigation is considered highly intuitive among industry users. | |
|
White-Labeling Options Ability to customize the platform with the fund's branding |
. | No information available |
|
Multi-Language Support Availability of the interface in multiple languages |
. | No information available |
|
Number of Supported Languages The quantity of languages available in the platform interface |
. | No information available |
|
Learning Curve Average time required for new users to become proficient |
. | No information available |
|
Search Functionality Comprehensive search capabilities across the platform |
Robust search that spans investors, funds, deals, and market data. | |
|
Guided Workflows Step-by-step processes to guide users through complex tasks |
. | No information available |
|
User Satisfaction Rating Average satisfaction score from current users |
. | No information available |
|
Accessibility Compliance Adherence to WCAG or similar accessibility standards |
Product supports accessibility in line with major software accessibility standards. | |
|
Offline Functionality Ability to use certain features without internet connection |
. | No information available |
Support & Maintenance
(3 Yes /3 Known /12 Possible features)
|
24/7 Support Availability Technical support available at all hours |
Offers 24/7 support through online resources and ticketing system. | |
|
Dedicated Account Manager Assigned point of contact for platform-related issues |
. | No information available |
|
Training Resources Availability of documentation, videos, and other learning materials |
Training documentation/videos and webinars are provided. | |
|
Onboarding Assistance Dedicated help during the initial setup and learning phase |
Implementation and onboarding support offered to all new customers/subscribers. | |
|
System Uptime Guarantee Contractual assurance of platform availability |
. | No information available |
|
Response Time Average time to initial response for support tickets |
. | No information available |
|
Resolution Time Average time to resolve support issues |
. | No information available |
|
Update Frequency How often the platform is updated with new features or improvements |
. | No information available |
|
User Community Access to a community of users for knowledge sharing |
. | No information available |
|
Customization Support Assistance available for platform customization needs |
. | No information available |
|
Service Level Agreement Formal commitment to support quality standards |
. | No information available |
|
Implementation Time Average time from contract to full operational status |
. | No information available |
Pricing & Cost
(2 Yes /2 Known /12 Possible features)
|
Subscription-Based Model Recurring fee structure rather than one-time purchase |
Preqin Pro is sold as an annual or monthly SaaS (subscription-based) license. | |
|
Tiered Pricing Different price points based on feature sets or usage levels |
. | No information available |
|
AUM-Based Pricing Pricing scaled to assets under management |
. | No information available |
|
Per-User Pricing Cost determined by number of system users |
. | No information available |
|
Implementation Fee One-time cost for setting up the platform |
. | No information available |
|
Customization Costs Additional fees for tailoring the platform to specific needs |
. | No information available |
|
Free Trial Availability Option to test the platform before purchase |
Preqin offers a free trial/demo to qualified prospective clients. | |
|
Contract Length Flexibility Options for contract duration beyond standard terms |
. | No information available |
|
Annual Cost Range Typical annual cost for a mid-sized fund |
. | No information available |
|
ROI Timeframe Average time to achieve return on investment |
. | No information available |
|
Volume Discounts Reduced rates for larger implementations or multi-fund managers |
. | No information available |
|
Feature-Based Add-ons Ability to purchase only needed additional capabilities |
. | No information available |
Technology Infrastructure
(3 Yes /3 Known /12 Possible features)
|
Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Platform is delivered as a multi-tenant SaaS cloud solution. | |
|
On-Premises Option Ability to deploy the platform on the fund's own servers |
. | No information available |
|
Data Center Redundancy Multiple data centers to prevent service disruption |
. | No information available |
|
Scalability Ability to handle growing amounts of data and users without performance degradation |
Product is used by institutions from small to large, demonstrating effective scalability. | |
|
System Response Time Average time for the system to respond to user actions |
. | No information available |
|
Data Storage Capacity Maximum amount of data the platform can effectively manage |
. | No information available |
|
Concurrent User Capacity Maximum number of simultaneous users without performance impact |
. | No information available |
|
Disaster Recovery Systems and processes to restore functionality after disruptions |
Disaster recovery and backup processes referenced in Preqin's product documentation. | |
|
Recovery Time Objective Target time for system recovery after an incident |
. | No information available |
|
Mobile App Availability Dedicated native applications for mobile devices |
. | No information available |
|
Browser Compatibility Range of web browsers supported by the platform |
. | No information available |
|
API Request Limit Maximum number of API calls allowed per time period |
. | No information available |
Portfolio Construction Software for Investment Committee
Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
More Portfolio Construction Software
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Portfolio Modeling & Optimization
(9 Yes /9 Known /14 Possible features)
|
Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio. |
Preqin Pro covers multiple asset classes including private equity, venture capital, hedge funds, real estate, and infrastructure. | |
|
Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools. |
Preqin Pro analyzes sector diversification via data/visualization tools on funds, deals, and investments. | |
|
Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals. |
No information available | |
|
Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes. |
No information available | |
|
Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes. |
No information available | |
|
Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios). |
User can filter, set caps, and apply custom constraints to portfolio simulations and data queries in Preqin Pro. | |
|
Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile. |
Preqin provides risk/return analytics and visualization tools such as charts and benchmarking dashboards. | |
|
Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles. |
Vintage year analysis available for funds and performance benchmarking. | |
|
Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs). |
Exit scenario data, exit type analysis (M&A, IPO, etc.) and distributions are part of Preqin reports. | |
|
Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions. |
No information available | |
|
Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage). |
Users can drill down to portfolio company level and analyze by sector, geography, and stage. | |
|
Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered. |
No information available | |
|
Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution). |
Custom model inputs and assumption parameters can be set in portfolio, fund, and deal searches. | |
|
Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC. |
Preqin Pro automatically calculates IRR, TVPI, DPI, MOIC for custom portfolios and funds. |
Data Integration & Aggregation
(7 Yes /7 Known /10 Possible features)
|
API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems. |
API Integrations are available for data import/export as per Preqin's documentation. | |
|
Manual Data Upload Supports manual upload of Excel, CSV, and other file types. |
Manual data upload is supported for Excel, CSV, and fund/portfolio data sets. | |
|
Automated Data Refresh Frequency How frequently the system can automatically refresh external data. |
No information available | |
|
Data Validation Rules Built-in checks to validate source data accuracy and completeness. |
Preqin applies data validation and quality checks to ensure completeness and accuracy. | |
|
Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers. |
No information available | |
|
Historical Data Import Ability to import prior historical portfolio performance data. |
The platform supports import and analysis of historical investment and fund data. | |
|
Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment. |
Onboarding new fund/deal data to a portfolio is streamlined through import and API workflows. | |
|
Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data. |
Data cleansing tools are available for user-uploaded data management and error resolution. | |
|
Entity Resolution Automated matching of entities (companies, people) across disparate data sources. |
No information available | |
|
Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes. |
Audit logs are provided for data changes, assisting in governance and compliance. |
Reporting & Visualization
(8 Yes /8 Known /10 Possible features)
|
Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures. |
Preqin Pro includes customizable dashboards for portfolio metrics and visualizations. | |
|
Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs. |
Pre-built IC report templates and export features are core to Preqin's reporting tools. | |
|
Dynamic Charting Ability to generate charts and graphs on the fly based on user selections. |
Dynamic chart creation is supported in dashboards and reporting. | |
|
Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats. |
Reports can be exported to PDF and Excel in Preqin Pro. | |
|
Automated Report Scheduling System can schedule and distribute periodic reports automatically. |
Users can schedule recurring automated reports. | |
|
Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables. |
No information available | |
|
Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc). |
Preqin includes benchmarking against external (e.g., Cambridge, Preqin) and custom benchmarks. | |
|
Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs. |
No information available | |
|
Drill-Down Analytics Interactively explore underlying data and performance drivers. |
Interactive drill-down analytics available for portfolio analysis. | |
|
Track Record Visualization Historical fund/firm track record visualized for committee review. |
Historical fund/firm performance visualized for committee and reporting. |
Collaboration & Workflow
(4 Yes /4 Known /10 Possible features)
|
Multi-User Collaboration Multiple team members can work simultaneously on portfolio models. |
Supports multiple users and teams in portfolio workspaces. | |
|
Version Control & Audit Trails Tracking of model revisions and user-specific changes. |
Versioning and audit trails are part of the data and reporting workflows. | |
|
Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions. |
No information available | |
|
Approval Workflows Configurable workflows for model approval and sign-off processes. |
No information available | |
|
Task Management Integration Ability to create and assign tasks linked to investment committee actions. |
No information available | |
|
Access Controls Granular permissioning by user, team, or model. |
Granular access controls (user/role based) exist for the Preqin platform. | |
|
Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines. |
Notifications and alerts are available for data updates and pre-set criteria. | |
|
Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting. |
No information available | |
|
Scenario Saving & Comparison Save, label, and compare multiple scenarios easily. |
No information available | |
|
Meeting Notes Archiving Attach and archive notes from investment committee discussions to models. |
No information available |
Risk Assessment & Analytics
(4 Yes /4 Known /11 Possible features)
|
Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures. |
Preqin Pro provides exposure and concentration risk analytics across asset and sector levels. | |
|
Correlation Matrices Statistical analysis of correlations among investments or sectors. |
Statistical correlation analysis can be performed on portfolio data sets. | |
|
Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values). |
No information available | |
|
Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage. |
No information available | |
|
Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds. |
No information available | |
|
Default Probability Estimation Estimates probability of company/fund failures within the portfolio. |
No information available | |
|
Liquidity Profile Analysis Assessment of liquidity timing and exit risk. |
No information available | |
|
Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk. |
Risk-adjusted return metrics and analytics (Sharpe, IRR, TVPI) are included. | |
|
Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines. |
Max drawdown and performance downside risk analytics supported in performance modules. | |
|
Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events. |
No information available | |
|
ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies. |
No information available |
Investment Pipeline Management
(4 Yes /4 Known /10 Possible features)
|
Deal Pipeline Tracking Track deals by stage, sector, and expected allocation. |
Deal pipeline tracking is a core feature (by stage, sector, allocation, ownership). | |
|
Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed. |
No information available | |
|
Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria. |
Deal scoring and prioritization can be done with customizable filters. | |
|
Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics. |
No information available | |
|
Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies. |
No information available | |
|
Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio. |
No information available | |
|
Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector. |
No information available | |
|
Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals. |
Supports attaching diligence and research notes to deals; has document upload feature. | |
|
Historical Pipeline Analytics Report on past pipeline trends and outcomes. |
Historical pipeline analytics and trends are available for review. | |
|
Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment. |
No information available |
Performance Measurement & Attribution
(9 Yes /9 Known /10 Possible features)
|
Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings. |
Automated IRR calculation is a default analytical feature. | |
|
Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels. |
MOIC is available in performance analytics and reporting. | |
|
Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years. |
TVPI is tracked and visualized for funds, portfolios, and segments. | |
|
Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned. |
DPI is part of Preqin's primary performance indicators. | |
|
Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc). |
Performance attribution is available by sector, geography, firm, etc. | |
|
Benchmarking Performance comparisons to third-party benchmarks. |
External benchmarks and peer group benchmarking are included. | |
|
Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations. |
Time-weighted return calculation is available. | |
|
Gross vs Net Performance Reporting Distinction and reporting of gross and net returns. |
Gross and net returns are reported distinctly. | |
|
Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets. |
Peer group comparison tools are available for benchmarking and reporting. | |
|
Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices. |
No information available |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
|
User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners. |
Web interface is highly rated and intended for analysts, GPs and LPs; user friendly. | |
|
Custom Field Creation Add custom fields to investments, companies, or portfolios. |
Custom fields can be incorporated in user portfolios and fund entry. | |
|
Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks. |
No information available | |
|
Branded Output Ability to add custom logos, branding, and disclaimers to reports. |
Branded reports (logos, firm identity) can be supported. | |
|
Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP). |
Role-based dashboards available for IC, analysts, and LP levels. | |
|
Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios. |
No information available | |
|
White-Label Support Output and portals can be white-labeled for LP or client audiences. |
White-labeling of portals for LP/client audiences is supported by Preqin Pro. | |
|
In-app Help & Tooltips Guided help and descriptive tooltips throughout the product. |
In-app help & tooltips included in the platform. | |
|
Shortcuts and Hotkeys Support for productivity-improving shortcuts. |
No information available | |
|
Localization Support Support for multiple languages and localizations. |
Localization/multilingual support is available (global client base). |
Compliance, Security & Audit
(9 Yes /9 Known /10 Possible features)
|
User Authentication Multi-factor authentication and secure login. |
Multi-factor authentication and secure login procedures are industry standards and indicated by Preqin. | |
|
Data Encryption All data in transit and at rest is encrypted using industry standards. |
Data encryption at rest and in transit is detailed in Preqin security policies. | |
|
GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc). |
Preqin states GDPR/privacy compliance in its public policies. | |
|
Audit Logging All user and data changes logged for auditability. |
Data and user changes are logged for audit purposes. | |
|
Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access. |
Role-based permissions by user type available. | |
|
Data Residency Options Ability to choose data warehouse location for regulatory compliance. |
Data residency options are offered to comply with global regulatory frameworks. | |
|
Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions. |
Single Sign-On (SSO) support present for enterprise clients. | |
|
Data Retention Policy Management Admin can define and enforce retention and deletion policies. |
No information available | |
|
Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc). |
Preqin maintains security certifications and conducts regular penetration testing (see vendor site). | |
|
Audit Report Generation System can provide compliance reports on activity for auditors. |
Audit/compliance reports can be generated for enterprise and regulatory reviews. |
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
|
Open API for Data Access Data can be queried and retrieved via a published API. |
Open API is documented for data access and integrations. | |
|
Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions. |
No information available | |
|
Custom Scripting Users or IT can add custom analysis via scripting language support. |
No information available | |
|
Integration with Fund Admin Systems Direct integration modules for fund administrators and partners. |
Direct integrations for fund admins, GPs, and data partners are available. | |
|
Data Export Automation Automate extraction and transfer of data to BI or analytics systems. |
Automated data export supported via API and select tools. | |
|
Webhooks/Notifications Outbound webhook support for automation and workflow triggers. |
Supports outbound webhook, alert, and workflow integration. | |
|
CRM Integration Built-in links to CRM platforms for team, deal and LP data sync. |
CRM platforms can be integrated for deal, fund, and LP data synchronization. | |
|
LP Portal Integration Push selected portfolio reports to investor/LP portals. |
Pushes selected reports to LP/investor portals. | |
|
Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements. |
No information available | |
|
Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses. |
Connectivity to client data warehouses and BI tools supported for enterprise clients. |
Customer Support & Vendor Reliability
(8 Yes /8 Known /10 Possible features)
|
24/7 Technical Support Availability of round-the-clock technical support. |
Preqin Pro offers 24/7 technical support (as per industry-standard service SLAs). | |
|
Onboarding & Training Program Structured onboarding and user education programs. |
Comprehensive onboarding and training resources are provided for new users. | |
|
Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features. |
Preqin’s extensive documentation library is maintained and searchable. | |
|
Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc. |
Service Level Agreements (SLAs) for uptime, response/support are available for enterprise contracts. | |
|
Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support. |
Dedicated customer success managers assigned to strategic accounts. | |
|
Product Update Frequency How often new features, bug fixes are released. |
No information available | |
|
Client Community Access to online forums, user groups, or knowledge-sharing events. |
User forums and client communities are available for best practice sharing. | |
|
Custom Feature Request Process Ability to submit custom feature requests to product roadmap. |
Clients can submit custom feature requests for roadmap consideration. | |
|
Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA. |
No information available | |
|
Multilingual Support Support and resources in multiple languages. |
Multilingual support is included for global institutional clients. |
Technology Trend Analysis Software for Research and Market Analysis
AI-powered solutions analyzing patent filings, research papers, product launches, and other signals to identify emerging technology waves.
More Technology Trend Analysis Software
More Research and Market Analysis ...
Data Source Integration
(2 Yes /3 Known /10 Possible features)
|
Patent Database Connectivity Direct integration with global patent databases (e.g., USPTO, WIPO). |
Not as far as we are aware.* Preqin Pro does not indicate direct integration with global patent databases like USPTO or WIPO. The focus is on private market financial data rather than patents. | |
|
Academic Paper Ingestion Ability to harvest and parse new research papers from journals, repositories, and preprint servers. |
No information available | |
|
Product Launch News Crawling Automatic detection and extraction of new product announcements from news media and official company channels. |
Product describes timely updates/crawling of major news and company press releases regarding funds, deals, and market activity. | |
|
Social Media Signals Capability to mine social media platforms for technology-related discussions. |
No information available | |
|
API Support for Custom Sources Allows users to connect proprietary or unconventional data sources via APIs. |
No information available | |
|
Frequency of Data Updates How often the solution updates its datasets from all sources. |
No information available | |
|
Language Coverage Number of languages in which data can be ingested and analyzed. |
No information available | |
|
Historical Data Depth Length of historical data available for trend backtesting. |
No information available | |
|
Industry Data Integration Support for integrating industry reports and market data. |
Features integration of proprietary and third-party industry/market datasets for private markets. | |
|
User Data Upload Option for users to upload their own datasets for analysis. |
No information available |
Artificial Intelligence & Analytics
(2 Yes /2 Known /10 Possible features)
|
Natural Language Processing (NLP) AI tools to parse, understand, and categorize large volumes of textual data. |
No information available | |
|
Trend Detection Algorithms Proprietary or customizable algorithms for identifying significant technology shifts. |
No information available | |
|
Predictive Modeling Machine learning-based forecasts of technology adoption and market expansion. |
Proprietary analytics, performance forecasting, and market prediction are part of the platform's core value proposition. | |
|
Entity Recognition Ability to extract organizations, inventors, or companies from unstructured text. |
No information available | |
|
Topic Clustering Clustering similar innovations and discoveries into meaningful categories. |
No information available | |
|
Sentiment Analysis Analyzing the positive/negative tone of research, news, and social media signals. |
No information available | |
|
Emergence Scoring Quantitative scoring of areas based on innovation activity and relevance. |
No information available | |
|
Explainable AI Capability for AI-generated insights to be interpreted and explained to users. |
No information available | |
|
Custom Model Training Option for users to train or fine-tune AI models to unique data or target markets. |
No information available | |
|
Automated Insights Generation System's ability to automatically generate reports and summaries on trend changes. |
Includes automated reporting and generation of key insights and executive summaries about fundraising, investor trends, and fund performance. |
Visualization & User Interface
(7 Yes /7 Known /10 Possible features)
|
Interactive Dashboards Customizable dashboards showing key metrics and trends. |
Preqin Pro provides customizable dashboards for metrics on funds, deals, and fundraising activity. | |
|
Trend Heatmaps Visual representations indicating the intensity or emergence of technology signals. |
Preqin's dashboards often include trend visualizations and heatmaps on deal flow and sector activity. | |
|
Timeline Visualization Visualization of event frequency and impact over time. |
No information available | |
|
Geographic Mapping Display of technology signals and innovations by region. |
Geographic visualizations for deal activity, LP/GP headquarters, and investment flows are supported. | |
|
Network Graphs Visualization of collaborations and relationships between entities. |
No information available | |
|
Drill-down Capabilities Ability to explore underlying documents and datasets from summarized views. |
Users can drill down to view details from summary tables/charts to specific deals or fund data. | |
|
Custom Report Generation User-driven design of tailored visual reports. |
Reports and dashboards can be saved, scheduled, and customized by users. | |
|
Export Formats Support for exporting visualizations and reports in multiple formats (PDF, PPT, etc.). |
Export to PDF and Excel supported; other formats not specified. | |
|
Real-time Visualization Refresh How quickly dashboards update to reflect new data. |
No information available | |
|
Mobile-friendly Interface Usability of UI on mobile devices. |
Mobile accessibility is promoted in Preqin's documentation. |
Collaboration & Workflow
(8 Yes /8 Known /10 Possible features)
|
Multi-user Support Multiple users can access and work within the system independently or together. |
Multiple team members can collaborate and access Preqin Pro accounts with permissions. | |
|
Commenting & Annotation Collaborators can comment on or annotate findings and reports. |
Users can annotate and comment on deals and reports within the tool. | |
|
Shared Workspaces Dedicated spaces for research teams with role-based access. |
Team workspaces and role-based controls are part of collaboration functionality. | |
|
Notification & Alert Systems Automatic alerts for new trends, data updates, or collaboration activities. |
Notification preferences and alerts for new deals and research updates are user-configurable. | |
|
Task Management Integration Integration with project management and workflow tools. |
No information available | |
|
Audit History Track and view previous actions and changes by users. |
Preqin provides activity tracking and audit trails of changes/actions by team members. | |
|
Version Control Ability to manage revisions of shared reports and analyses. |
Versions of shared reports and saved dashboards are supported via activity logging. | |
|
Access Permissions Granular user access rights and data security per user/role. |
Granular permissions for team and group access. | |
|
Integration with Email/Calendar Sync tasks and notifications with external communication tools. |
No information available | |
|
API for Automated Workflows Support for connecting with other SaaS platforms for workflow automation. |
REST APIs for workflow/data export and integration documented in user guides. |
Market and Competitive Intelligence
(7 Yes /7 Known /10 Possible features)
|
Market Sizing Estimates Automatic estimation of addressable and serviceable market sizes. |
Market sizing analysis is a core feature for sectors, funds, and regions. | |
|
Competitor Activity Tracking Monitoring competitors' R&D, patent filings, and public product launches. |
Preqin tracks competitor (fund, firm) launches, performance, and fundraising activities. | |
|
Startup Ecosystem Mapping Visualization and tracking of startups and entrepreneurial activity within sectors. |
Platform provides mapping and analysis of global emerging fund managers, GPs, and LPs. | |
|
Funding Rounds Analysis Integration with funding data to track investment trends in emerging technologies. |
Extensive database on funding rounds and LP/GP deals available for PE, VC, and infrastructure. | |
|
Acquisition Tracking Detection and analysis of acquisitions, mergers, and partnerships. |
Deals data includes acquisitions and partnership transactions globally. | |
|
Business Model Identification Classification and identification of new or shifting business models. |
Preqin provides business model, sector, and fund strategy categorization. | |
|
Market Entry Barriers Analysis Analysis of regulatory, technical, or financial barriers for new tech entrants. |
No information available | |
|
Competitor Benchmarking Metrics Quantitative scoring and benchmarking against leading or emerging competitors. |
No information available | |
|
Market Growth Rate Tracking Monitoring and forecasting of sectoral growth rates. |
No information available | |
|
Sector Segmentation Ability to segment data and insights by market vertical or subsector. |
Sector and subsector segmentation is supported for all core data types and analytics. |
Search & Query Capabilities
(8 Yes /8 Known /10 Possible features)
|
Advanced Keyword Search Support for Boolean, fuzzy, and semantic search within all data. |
Advanced search (Boolean, entity, fuzzy, by fund/deal attributes) is a primary feature. | |
|
Faceted Filtering Filter results by entity type, geography, date, tech category, source, etc. |
Filtering by entity, geography, asset class, and more. | |
|
Natural Language Query Ability to enter queries conversationally (in plain English). |
Conversational (natural language) search is supported as of 2023 platform update. | |
|
Saved Searches Save and rerun frequent search queries. |
Users can save and rerun search queries. | |
|
Search Speed How quickly queries return results. |
No information available | |
|
Autocomplete Suggestions Dynamic suggestions as users type queries. |
No information available | |
|
Relevance Ranking Results ranked by relevance to user objectives. |
Results are ranked for relevance (by sector, deal size, geography, etc.). | |
|
Bulk Export of Results Ability to export large result sets for offline analysis. |
Bulk data/large result exports to Excel/CSV are standard. | |
|
In-document Search Fast search within individual documents or papers. |
Users can search within specific fund reports or deal summaries. | |
|
Alerting on New Query Matches Notify users when new data matches saved queries. |
System can alert users by email or dashboard when new matches occur for saved searches. |
Reporting & Communication
(6 Yes /6 Known /10 Possible features)
|
Automated Report Generation AI-assisted drafting of research briefs, executive summaries, or investment memos. |
Automated tools for generating summary reports and analysis available. | |
|
Customizable Templates Pre-built and customizable report formats and slides. |
Customizable report templates for fund, deal, and market summary outputs. | |
|
Scheduled Reporting Automated scheduling and distribution of periodic reports. |
Scheduled periodic (e.g. monthly, quarterly) reporting is part of main features. | |
|
Interactive Reports Clickable, interactive reports with drill-down and links to live data. |
Interactive online reports with links and drill-downs into data tables. | |
|
Email & Slack Integration Push reports and summaries to internal communications platforms. |
No information available | |
|
White-label Options Produce unbranded or firm-branded output for clients. |
No information available | |
|
Data Sharing Controls Define which team members or groups have access to specific reports. |
Admins control what reports and dashboards are shareable and visible per user or group. | |
|
Export File Types Supported formats for exporting reports (PDF, Excel, PowerPoint, etc.). |
No information available | |
|
Insight Tagging Tag and organize findings by theme, priority, or stakeholder. |
No information available | |
|
Usage Analytics for Reports Track report views, downloads, and reader engagement. |
Dashboards and report usage analytics are available for enterprise clients. |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
|
End-to-End Encryption Encrypt all data transmissions and at-rest storage. |
No information available | |
|
Single Sign-On (SSO) Allow enterprise authentication via major SSO providers. |
Single sign-on (SSO) available for enterprise/large team clients. | |
|
User Access Controls Granular permissions for users, roles, and groups. |
Fine-grained access and role-based control standard across the platform. | |
|
Audit Logging Comprehensive logs of all user and system actions. |
Audit logs and activity trails are tracked for compliance and user management. | |
|
Data Residency Options Choice of physical/cloud data storage jurisdiction. |
Enterprise agreements provide for regional data residency on request. | |
|
GDPR/CCPA Compliance Adherence to leading privacy regulations. |
GDPR and global privacy regulations/compliance are referenced in Preqin’s terms and documentation. | |
|
Two-factor Authentication Require two factors/methods for login security. |
Two-factor authentication available and can be enforced for clients. | |
|
Data Anonymization Ability to anonymize or pseudonymize sensitive datasets. |
No information available | |
|
Vulnerability Monitoring Continuous system scanning for security threats. |
No information available | |
|
Penetration Testing Frequency Frequency of formal external penetration testing. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /10 Possible features)
|
REST API Availability Comprehensive REST APIs for ingest and export of data. |
REST API access for enterprise data export is documented. | |
|
Webhooks Real-time push notifications of system events to external apps. |
No information available | |
|
Zapier/IFTTT Integration Ready-made connections for no-code/low-code automation tools. |
No information available | |
|
CRM Integration Connections to commonly used customer relationship management systems. |
No information available | |
|
Data Import Tools Batch upload/import utilities for datasets. |
Bulk upload/import of custom lists (e.g., fund or manager lists) by users with admin rights. | |
|
Custom Data Connectors Build custom integrations to internal or niche sources. |
No information available | |
|
Export to BI Tools Direct export to Tableau, Power BI, or similar analytics platforms. |
Export to Excel and integrations with BI tools (Tableau, PowerBI) available via enterprise API. | |
|
Webhook Event Types Supported Number of distinct system events available via webhooks. |
No information available | |
|
API Rate Limits Maximum number of API calls allowed per second. |
No information available | |
|
SDK Availability Provision of software development kits (SDKs) for custom integration. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
|
Concurrent User Support Maximum number of simultaneous users supported. |
No information available | |
|
Storage Capacity Maximum supported data storage volume. |
No information available | |
|
Data Processing Throughput Amount of new data processed per unit time. |
No information available | |
|
System Uptime Guarantee Percentage guarantee of system availability. |
No information available | |
|
Latency for Analytics Queries Response time for returning analytic queries. |
No information available | |
|
Horizontal Scaling Support System ability to increase resources as data/user volume grows. |
Cloud architecture supports scale-up for additional users and storage. | |
|
Batch Processing Capabilities Support for bulk or batch analysis tasks. |
Batch analytics, exports, and uploads are all supported. | |
|
Auto-scaling Infrastructure Automatic scaling of compute and storage. |
No information available | |
|
Response Time SLAs Service level agreement for response times. |
No information available | |
|
Disaster Recovery Time Time required for full recovery after critical failure. |
No information available |
Support, Training & Community
(7 Yes /7 Known /10 Possible features)
|
Onboarding & Training Programs Availability of structured onboarding and training for new users. |
Training for new users and data onboarding is offered for all new clients. | |
|
Dedicated Account Support Assigned support representatives for enterprise users. |
Dedicated account managers and enterprise support teams are available. | |
|
Knowledge Base Access Comprehensive documentation and tutorials. |
Knowledge base and documentation available online for clients. | |
|
Community Forum Active user community for sharing best practices. |
Active web-based user and support community (forums, webinars). | |
|
User Feedback Mechanism Channels for submitting feedback, bugs, and suggestions. |
Feedback and feature request mechanisms built into platform support channels. | |
|
Service Response Time Average time to initial support response. |
No information available | |
|
Regional Support Coverage Number of regions/countries with direct support presence. |
No information available | |
|
Professional Services Availability Custom integration or consulting services offered. |
Custom integration, onboarding, and consulting packages available for enterprise. | |
|
Webinar & Events Regularly scheduled training webinars or in-person events. |
Regular webinars, events, and product update sessions are run for users. | |
|
SLAs for Support Resolution Formal agreement on issue resolution timelines. |
No information available |
Alternative Data Platforms for Research and Analysis
Systems that collect and analyze non-traditional data sources such as satellite imagery, social media sentiment, credit card transactions, and web traffic to generate investment insights.
More Alternative Data Platforms
More Research and Analysis ...
Data Source Coverage
(1 Yes /11 Known /15 Possible features)
|
Satellite Imagery Integration Ability to acquire and process satellite images for investment insights (e.g., store traffic, agricultural trends). |
Not as far as we are aware.* Preqin Pro's coverage is primarily based on reported financial activity and alternative asset data, not satellite images. | |
|
Social Media Sentiment Analysis Capability to ingest and analyze data from social media to extract company or market sentiment. |
Not as far as we are aware.* No evidence of social media sentiment analytics. Focuses on financial and institutional data. | |
|
Credit Card Transaction Data Integration with credit card data providers for access to anonymized consumer purchase trends. |
Not as far as we are aware.* Product scope is alternative asset flows; no indication of direct credit card transaction data integration. | |
|
Web Traffic Monitoring Ability to collect and process website visitation or clickstream data for specified companies or industries. |
Not as far as we are aware.* Web traffic and clickstream analysis is not listed among Preqin Pro's features. | |
|
Geolocation Data Integration Support for mobile device geolocation analytics (e.g., foot traffic at retail locations). |
Not as far as we are aware.* Geolocation/foot traffic is not a covered dataset in Preqin Pro. | |
|
News and Public Web Scraping Ability to scrape and analyze a wide range of online news portals, blogs, and public forums. |
Not as far as we are aware.* Preqin Pro does include news monitoring, but not web scraping at the level described; primarily curated news, not scraped forums. | |
|
E-commerce Data Feeds Ingestion of product availability and pricing from online marketplaces. |
Not as far as we are aware.* Focus is institutional and fund/firm-level data, not e-commerce product/pricing feeds. | |
|
IoT and Connected Device Data Capability to collect and analyze data from Internet-of-Things devices relevant to economic activity. |
Not as far as we are aware.* IoT/connected device data not offered. | |
|
App Usage Analytics Ability to integrate and analyze aggregated app usage statistics. |
Not as far as we are aware.* No evidence that mobile app usage data is included. | |
|
Custom Data Source Onboarding Flexibility for clients to integrate new or proprietary data sources. |
Preqin offers custom source onboarding for institutional datasets upon request. | |
|
Historical Data Availability Length of historical alternative data available for analysis. |
No information available | |
|
Geographical Coverage Extent of regional/global data sources covered by the platform. |
No information available | |
|
Alternative Data Partnerships Number of third-party alternative data vendors integrated. |
No information available | |
|
Data Freshness How recent the most up-to-date data feed is compared to real-world events. |
No information available | |
|
Data Granularity Level of granularity (e.g., daily, hourly, transaction-level) available from key sources. |
Not as far as we are aware.* Granularity is generally fund/firm/event level, not down to daily transactional data. |
Data Quality and Compliance
(9 Yes /10 Known /15 Possible features)
|
Data Validation Processes Systematic checks to verify data accuracy and authenticity before analysis. |
Preqin describes robust data validation procedures involving multi-source verification. | |
|
Anonymization/Privacy Protections Mechanisms to ensure personally identifiable information is removed and privacy is protected. |
Privacy and anonymization of contact-level and investor data is described in documentation. | |
|
Source Transparency Clear documentation and provenance of all alternative datasets provided. |
Source transparency with citation of data origins is provided for key datasets. | |
|
Audit Trails Comprehensive logging of data access and processing activities for compliance audits. |
Audit trail features are included for compliance tracking. | |
|
GDPR/CCPA Compliance Adherence to major data privacy regulations (e.g., GDPR, CCPA). |
No information available | |
|
Data Licensing Management Management and documentation of data usage rights and licensing restrictions. |
Data usage rights and licensing are managed and tracked for institutional clients. | |
|
Bias Detection Tools Algorithms to identify and flag potential biases in alternative datasets. |
Not as far as we are aware.* Bias detection tools are not described; focus is on completeness and accuracy. | |
|
Version Control Control over versions of datasets to ensure the right data is used in research. |
Dataset version control processes exist for institutional customers. | |
|
Tamper Detection Alerting for possible unauthorized data alterations. |
No information available | |
|
Data Cleanliness Score Assessment of the proportion of uncorrupted, usable data entries. |
No information available | |
|
Compliance Certifications Formal certifications or attestations related to data handling practices. |
No information available | |
|
Vendor Risk Assessments Evaluation protocols for third-party data provider risks. |
Preqin performs third-party risk assessments for data providers (as cited in privacy and compliance docs). | |
|
Encryption in Transit/At Rest Use of encryption to secure data during transfer and storage. |
Encryption in transit and at rest is described in Preqin's technical documentation. | |
|
User Access Control Role-based security measures for data access. |
User access is role-based and managed via account security controls. | |
|
Error Rate Reporting Automated reporting of error rates or inconsistencies in the data. |
No information available |
Data Processing & Normalization
(7 Yes /7 Known /15 Possible features)
|
Automated ETL Pipelines Support for automated extract-transform-load workflows for alternative data. |
Automated ETL and ingestion pipelines are in place for data collection and cleansing. | |
|
De-duplication Algorithms Tools for detecting and removing duplicate records across datasets. |
Duplicate record filtering is described in internal data quality practices. | |
|
Standardized Data Schemas Mapping of diverse inputs into unified formats for comparison and analysis. |
Data schemas are standardized across asset classes and geographies. | |
|
Enrichment Capabilities Ability to combine alternative data with traditional datasets (e.g., financials). |
Traditional and alternative datasets are combined in analytics modules. | |
|
Outlier Detection Automated detection and flagging of anomalous data points. |
No information available | |
|
Data Tagging and Labeling Assignment of metadata or tags to datasets for improved search and categorization. |
No information available | |
|
Real-time Data Processing Ability to process data feeds with low latency for prompt analysis. |
No information available | |
|
Scalability Ability to process large volumes of unstructured and structured data efficiently. |
No information available | |
|
API Data Ingestion Support for ingesting data via APIs from external sources. |
API data ingestion is available for data export and integration. | |
|
Batch Data Uploads Ability to upload and manage large datasets in batch mode. |
Batch data upload features exist for enterprise clients. | |
|
Data Parsing Tools Support for parsing unstructured files (PDFs, HTML, text). |
No information available | |
|
Data Imputation Tools Automated handling of missing or incomplete data values. |
No information available | |
|
Processing Throughput Measured data ingestion or processing rate. |
No information available | |
|
Transformation Flexibility Ability for users to define and apply their own transformation pipelines. |
No information available | |
|
Normalization Across Geographies/Currencies Converting raw data into standardized units (e.g., currency, language, region). |
Preqin normalizes data by geography, asset and currency for analytics and comparison. |
Analytical Capabilities
(8 Yes /8 Known /15 Possible features)
|
Time-Series Analysis Use of advanced time-series analytics to detect trends and seasonality. |
Time-series analysis is supported for fund performance and deal activity over time. | |
|
Predictive Modeling Tools to create models that forecast fundamentals or prices based on alternative data. |
Predictive modeling tools for fund performance and market forecasting are available. | |
|
Machine Learning Integration Support for deploying or importing machine learning pipelines on alternative data. |
No information available | |
|
Natural Language Processing (NLP) NLP engines to analyze news, reports, and social media content. |
No information available | |
|
Sentiment Scoring Automatic generation of sentiment indices from unstructured data sources. |
No information available | |
|
Custom Signal Creation Tools to combine and transform data into proprietary indicators or alerts. |
Custom signal creation is supported with custom analytics dashboards and user-defined metrics. | |
|
Event Detection Automatic identification of relevant events (e.g., product launches, geo-political events). |
Event detection modules include deal announcements, fund launches, and closures. | |
|
Correlation Analysis Evaluation of relationships between alternative data streams and asset performance. |
Correlation analysis tools available for comparing funds, sectors, and asset classes. | |
|
Backtesting Ability to simulate trading or investment strategies using historical alternative data. |
Backtesting features exist for simulating strategies using historical data. | |
|
Scenario Analysis Tools Modeling impact of hypothetical events using alternative datasets. |
No information available | |
|
Automated Pattern Recognition Detection of recurring patterns (e.g., fraud, seasonality) within datasets. |
No information available | |
|
Custom Analytics Workbench Workspace for users to run custom code (Python, R, SQL) on alternative data. |
No information available | |
|
Analytics API Programmatic access to analytics outputs for integration into other workflows. |
Preqin Pro offers analytics via API for integration with client workflows. | |
|
Insight Recommendations AI-driven suggestions for potentially interesting investment signals. |
No information available | |
|
Reporting Automation Automated generation and distribution of analytical reports. |
Automated reporting and scheduled distribution are core features. |
Visualization & User Interface
(7 Yes /7 Known /15 Possible features)
|
Custom Dashboard Creation Ability for users to create and configure personalized dashboards. |
Customizable dashboards are a major capability. | |
|
Chart Types Supported Diversity of available chart and visualization types (line, bar, map, heatmap, etc.). |
No information available | |
|
Real-Time Data Visualization Dashboards refresh instantly with latest processed insights. |
No information available | |
|
Interactive Filtering Users can filter, drill down, or zoom into specific data subsets. |
Users can filter and drill-down into data in dashboards. | |
|
Mobile-Friendly Interface Optimized for viewing on smartphones or tablets. |
Mobile-responsive interface is available. | |
|
Annotation and Notes Ability to add user-generated notes and annotations to charts. |
No information available | |
|
Export Capabilities Export data, charts, or dashboards to formats like CSV, PDF, or images. |
Export to CSV, PDF, XLSX and other data formats is a supported function. | |
|
Theming and Branding Custom color schemes, logos, and report templates. |
Branding with client logos, themes, and report templates is available for some enterprise clients. | |
|
Advanced Geospatial Mapping Support for heatmaps, regions, and geo-tagged visual data. |
No information available | |
|
Collaboration Tools Features for sharing dashboards and insights with colleagues or clients. |
Collaboration—dashboards can be shared with team members. | |
|
Role-Based UI Customization UI personalization based on user roles (analyst, manager, executive). |
No information available | |
|
Accessibility Compliance UI adheres to accessibility standards (e.g. WCAG). |
No information available | |
|
Performance of UI Loading Average load time for dashboards/visualizations. |
No information available | |
|
Multi-Language Support UI available in multiple languages. |
Multi-language support available for major European and Asian languages. | |
|
Alert Visualization Clear, visible indicators for important or anomalous events. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /15 Possible features)
|
Pre-built Data Connectors Out-of-the-box integrations with major investment platforms and databases. |
. | No information available |
|
RESTful API Support APIs available for data import/export and system interaction. |
. | No information available |
|
Webhook/Streaming Support Push and consume streaming data via webhooks or similar mechanisms. |
. | No information available |
|
File Import/Export Upload/download data in various formats (CSV, XLSX, JSON, Parquet, etc.). |
. | No information available |
|
Integration with BI Tools Compatibility with popular business intelligence tools (e.g., Tableau, Power BI). |
. | No information available |
|
Cloud Storage Connectivity Connect to AWS S3, Azure Blob Storage, Google Cloud, and similar repositories. |
. | No information available |
|
Integration with OMS/EMS Support for order/execution management system integration. |
. | No information available |
|
Plug-in/Script Support Ability to install or write custom scripts/plugins for added functionality. |
. | No information available |
|
Single Sign-On (SSO) Authentication using organization-wide SSO solutions. |
. | No information available |
|
OAuth/OpenID Authentication Support for modern authentication standards. |
. | No information available |
|
Internal Messaging or Notification Integration Push alerts to in-house chat or alerting systems (e.g., Slack, Teams). |
. | No information available |
|
Custom Integration Support Professional services or SDKs to build new integrations as needed. |
. | No information available |
|
Versioned API Documentation Comprehensive, updated, and versioned API documentation. |
. | No information available |
|
Batch or Scheduled Export Ability to set jobs for regular export of datasets or analytics. |
. | No information available |
|
Data Lineage Tracking Ability to track origin and flow of data through integrated systems. |
. | No information available |
Performance & Scalability
(0 Yes /0 Known /15 Possible features)
|
Concurrent User Support Number of users who can simultaneously access the system without degradation. |
. | No information available |
|
Data Query Response Time Average time to return results from large alternative datasets. |
. | No information available |
|
Uptime Guarantee SLA commitment for system availability. |
. | No information available |
|
Data Throughput Sustained rate of data ingestion or analysis. |
. | No information available |
|
Parallel Processing Capabilities Ability to process multiple data pipelines simultaneously. |
. | No information available |
|
Auto-Scaling Infrastructure Platform automatically scales up/down based on workload. |
. | No information available |
|
Fault Tolerance System can withstand hardware or network failures with minimal impact. |
. | No information available |
|
Load Balancing Intelligent distribution of workloads across system resources. |
. | No information available |
|
Disaster Recovery Robust backup and disaster recovery capabilities. |
. | No information available |
|
Max Dataset Size Maximum single-dataset size supported. |
. | No information available |
|
Max API Requests per Minute Limits for API usage by client applications. |
. | No information available |
|
Latency Monitoring Continuous measurement and reporting of data processing latencies. |
. | No information available |
|
Geographically Distributed Data Centers Multiple data center locations for faster access and redundancy. |
. | No information available |
|
Resource Usage Dashboard Real-time monitoring of compute, storage, and networking resources. |
. | No information available |
|
System Health Alerts Automated alerting for performance thresholds or failures. |
. | No information available |
Security & Access Management
(0 Yes /0 Known /15 Possible features)
|
Multi-Factor Authentication (MFA) Extra layer of authentication for logging in. |
. | No information available |
|
Role-Based Access Control (RBAC) Customizable user permissions to restrict access. |
. | No information available |
|
Data Encryption at Rest Stored data is always encrypted. |
. | No information available |
|
Data Encryption in Transit All data transmissions are encrypted (e.g., TLS/SSL). |
. | No information available |
|
Single Sign-On (SSO) Support Integration with centralized authentication systems. |
. | No information available |
|
User Activity Logging Track user actions within the platform for forensic or compliance purposes. |
. | No information available |
|
Automated Session Timeout Automatic logout after periods of inactivity. |
. | No information available |
|
Granular API Token Permissions API keys with customizable scopes and expiry. |
. | No information available |
|
IP Whitelisting/Blacklisting Restrict or allow access based on client IP addresses. |
. | No information available |
|
Regular Vulnerability Scans Scheduled internal and external scans for security issues. |
. | No information available |
|
Penetration Testing Proactive third-party testing for platform vulnerabilities. |
. | No information available |
|
Security Incident Response Procedures Documented processes and tools for addressing breaches. |
. | No information available |
|
User Provisioning/Deprovisioning Automated management of user access rights. |
. | No information available |
|
Audit Logs Retention Retention period for user and system access logs. |
. | No information available |
|
Security Certifications Industry-recognized certifications such as SOC 2, ISO 27001 held by the platform. |
. | No information available |
Client Support & Service
(0 Yes /0 Known /15 Possible features)
|
Dedicated Account Managers Named contacts for personalized support and onboarding. |
. | No information available |
|
24/7 Technical Support Round-the-clock availability for urgent queries. |
. | No information available |
|
Multi-Channel Support Support available via phone, email, chat, and web portal. |
. | No information available |
|
Knowledge Base/Documentation Comprehensive self-service articles and technical documentation. |
. | No information available |
|
Onboarding Training Structured training programs for new users. |
. | No information available |
|
Implementation Assistance Help with initial system integration and configuration. |
. | No information available |
|
Custom Analytics Consulting Team available to help create custom analytics or signals. |
. | No information available |
|
Service Level Agreements (SLAs) Clear commitments for response and resolution times. |
. | No information available |
|
User Community Forums Online community for peer networking and troubleshooting. |
. | No information available |
|
Change Management Support Guidance for handling platform upgrades/changes. |
. | No information available |
|
Feedback Channels Mechanisms for submitting suggestions or improvements. |
. | No information available |
|
Quarterly Review Meetings Routine meetings to review usage, success, and new needs. |
. | No information available |
|
Issue Resolution Time Average time to resolve support tickets. |
. | No information available |
|
Supported Languages for Helpdesk Number of languages in which support is available. |
. | No information available |
|
Customer Satisfaction Score (CSAT) Most recent customer satisfaction score. |
. | No information available |
Customization & Flexibility
(0 Yes /0 Known /15 Possible features)
|
Custom Data Model Support Define and use proprietary data schemas. |
. | No information available |
|
User-Defined Alerts Create custom triggers and notifications based on user-specified criteria. |
. | No information available |
|
Scripting/Notebook Environment Integrated scripting workspace (Python/R/Julia) for experienced analysts. |
. | No information available |
|
Custom Metrics/Dashboards Build and save personalized performance views and KPIs. |
. | No information available |
|
Data Visualization Templates Ability to design and reuse chart/report templates. |
. | No information available |
|
Workflow Automation Configure automated workflows for repetitive tasks. |
. | No information available |
|
User Interface Customization Change layout, themes, and displayed modules. |
. | No information available |
|
Variable Data Retention Settings Set custom data retention periods per client/data type. |
. | No information available |
|
Custom API Endpoints Ability to define new or custom endpoints for API consumption. |
. | No information available |
|
Custom Integration Toolkit SDKs and libraries to accelerate custom platform integrations. |
. | No information available |
|
Flexible Pricing Plans Multiple licensing options that align with client usage. |
. | No information available |
|
Branding and White-label Support Ability for clients to brand the platform as their own. |
. | No information available |
|
Language Localization Options Configure platform in client-preferred languages. |
. | No information available |
|
Role-Based Workflow Customization Process flows tailored to different user roles. |
. | No information available |
|
Client-Driven Roadmap Feedback Structured input into the product improvement roadmap. |
. | No information available |
Cost, Pricing, and Licensing
(0 Yes /0 Known /15 Possible features)
|
Transparent Pricing Documentation Clear, upfront pricing documentation for features and usage tiers. |
. | No information available |
|
Tier-Based Subscription Plans Multiple access/feature tiers to align with different client budgets. |
. | No information available |
|
Pay-As-You-Go Options Metered billing without long-term contract requirements. |
. | No information available |
|
Usage-Based Pricing Costs determined by data volume, users, or API calls consumed. |
. | No information available |
|
Free Trial Availability Ability for clients to test/evaluate the platform before commitment. |
. | No information available |
|
Request Quota Enforcement Clear and enforced caps on API/data usage per account. |
. | No information available |
|
Dedicated Contract Manager A point of contact for renewals and negotiations. |
. | No information available |
|
Discounts for Academic/Non-profit Special pricing options for academic or public research clients. |
. | No information available |
|
All-Inclusive Licensing Option for single, simple license covering all functionality. |
. | No information available |
|
Custom Bundles/Pricing Ability to build bespoke license and pricing bundles. |
. | No information available |
|
Annual/Monthly Payment Flexibility Support for multiple billing cycles. |
. | No information available |
|
Overage Fee Disclosures Clear communication of any over-usage charges. |
. | No information available |
|
VAT/Tax Inclusion Transparency All applicable taxes are clearly itemized in quotes and invoices. |
. | No information available |
|
Renewal/Termination Terms Well-defined policies for ending or renewing contracts. |
. | No information available |
|
Historical Pricing Stability Record of infrequent or predictable price increases. |
. | No information available |
Deal Comparison Tools for Investment Committee
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
More Deal Comparison Tools
More Investment Committee ...
Data Integration & Aggregation
(7 Yes /7 Known /12 Possible features)
|
Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
Preqin Pro provides alternative data from multiple sources (private equity, VC, hedge funds, etc.), indicating support for data acquisition from a wide set of providers. | |
|
Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
Preqin Pro states continuous updates on fundraising, deals, fund performance, and investor activity; real-time or near real-time data is implied by product positioning. | |
|
Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
No information available | |
|
API Access Availability of APIs for inbound and outbound data integration. |
API access is available as per Preqin documentation for data ingestion and export. | |
|
Data Import Speed Time taken to import and process new investment deal data. |
No information available | |
|
Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
Preqin offers historical datasets for benchmarking and research, indicating ability for historical backfill. | |
|
Duplicate Detection Automated detection of duplicate deals in the system. |
No information available | |
|
Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
Data quality is a stated focus; validation and verification of deal data is part of their coverage methodology. | |
|
Version Control Keeps track of changes and revisions to deal data over time. |
No information available | |
|
Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
Bulk data export to Excel and CSV is supported for multiple deals. | |
|
Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
No information available | |
|
Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
Preqin Pro lists integrations or feeds from third-party platforms, including some deal rooms and CRM integrations. |
Standardized Evaluation Criteria
(7 Yes /7 Known /13 Possible features)
|
Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
No information available | |
|
Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
Scoring and ranking functions are possible in Preqin Pro’s comparative analytics, with weights assignable to certain metrics. | |
|
Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
Product features allow users to benchmark funds and deals versus industry standards and internal benchmarks. | |
|
Automated Ranking System-generated rankings of deals based on scoring outcomes. |
Automated deal ranking and comparative lists are core functions described in marketing materials. | |
|
User-defined Criteria Option to add, delete or modify evaluation criteria. |
No information available | |
|
Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
Preqin Pro allows both quantitative metrics and qualitative notes in deal records and profiles. | |
|
Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
Scorecard and report sharing is possible via exports and links for committee members. | |
|
Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
No information available | |
|
Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
Exporting of scorecards and analytics to Excel and PDF is specifically mentioned. | |
|
Rubric Version Control Track historical changes to criteria and scoring weights. |
No information available | |
|
Criteria Normalization Adjust scores for outliers or scale differences. |
No information available | |
|
Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
No information available | |
|
Criteria Library Access to a repository of industry-standard evaluation criteria. |
Product provides access to standard and widely used market and due diligence criteria (criteria library). |
Collaboration & Committee Workflow
(0 Yes /0 Known /12 Possible features)
|
Deal Assignment Assign deals to reviewers or investment committee subgroups. |
. | No information available |
|
Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
. | No information available |
|
Integrated Messaging Team chat, comments, and threaded discussions in app context. |
. | No information available |
|
Polling/Voting Structured votes per deal or decision point. |
. | No information available |
|
Anonymized Voting Option for secret ballots to prevent bias. |
. | No information available |
|
Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
. | No information available |
|
Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
. | No information available |
|
Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
. | No information available |
|
Comment Threading Organize discussions at the deal, company, or criteria level. |
. | No information available |
|
Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
. | No information available |
|
Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
. | No information available |
|
External Advisor Participation Limited-access portal for outside reviewers or consultants. |
. | No information available |
Comparative Analytics & Visualization
(7 Yes /7 Known /12 Possible features)
|
Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
Side-by-side deal comparison and custom data views are listed as a product highlight. | |
|
Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
Custom dashboards and visualization tools (e.g., charts, graphs, maps) are included. | |
|
Automatic Insights Highlight outliers or statistically significant differences. |
No information available | |
|
Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
Ability to visually overlay industry benchmarks onto internal portfolio analytics is available. | |
|
Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
Portfolio analytics including diversification/gap analysis is a core Preqin Pro function. | |
|
Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
No information available | |
|
Geographic Mapping Plot companies or deals by location. |
Geographic mapping of deals, funds, and investors is offered in visualization options. | |
|
Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
No information available | |
|
Custom Field Filtering Filter visible deals by any property or score. |
Filtering and custom field selection on large sets of deals and funds is a documented product capability. | |
|
Export Visualizations Download charts and views for presentations. |
Visualizations and analytics can be exported for use in presentations and reports. | |
|
Historical Decisions Archive Access decisions and analytics from past committees. |
. | No information available |
|
Visualization Speed Time taken to render comparative dashboards for a set of deals. |
. | No information available |
Document & Diligence Management
(0 Yes /0 Known /11 Possible features)
|
Integrated Deal Room Built-in document storage tied to each deal/candidate. |
. | No information available |
|
Document Version History Keep all revisions and reference previous versions. |
. | No information available |
|
Access Permissions Granular control over who can view/edit specific documents. |
. | No information available |
|
Automated Diligence Checklist Customizable lists of required diligence items per deal. |
. | No information available |
|
Completion Tracking Monitor progress on diligence items or document uploads. |
. | No information available |
|
E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
. | No information available |
|
Document Annotation Highlight, comment, and mark up uploaded files. |
. | No information available |
|
Indexing and Search Full-text search across all deal-related documents. |
. | No information available |
|
Download Speed Speed of downloading documents from the platform. |
. | No information available |
|
Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
. | No information available |
|
Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
. | No information available |
Security & Compliance
(7 Yes /7 Known /11 Possible features)
|
End-to-End Encryption All data and communications are encrypted at rest and in transit. |
Vendor states that data is encrypted both at rest and in transit, meeting end-to-end encryption criteria. | |
|
GDPR Compliance Platform adheres to GDPR data privacy requirements. |
Preqin Pro platform claims GDPR compliance in its privacy policy. | |
|
SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
Preqin regularly undergoes SOC 2 audits and certifications as stated in their compliance documentation. | |
|
Audit Log Detailed logs of all user actions, data changes and access events. |
Comprehensive audit logs of user activity and data changes are a stated feature. | |
|
Multi-factor Authentication Support for additional login verification. |
Multi-factor authentication is offered for administrative and user access. | |
|
Role-based Security Policies Configurable permissions for different user types. |
No information available | |
|
Data Residency Options Choice of hosting data in specific countries or regions. |
Preqin provides options for data residency, including hosting in EU/US, as per compliance FAQs. | |
|
Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
Single Sign-On (SSO) integration is available for enterprise clients. | |
|
Document Watermarking Apply identifying marks to exported or downloaded files. |
. | No information available |
|
Session Timeout Automatic logout after inactivity. |
. | No information available |
|
Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
. | No information available |
User Experience & Accessibility
(6 Yes /6 Known /11 Possible features)
|
Mobile/Tablet Access Optimized interface for smartphones and tablets. |
Preqin Pro interface is accessible via mobile browser and some tablet/phone optimized features. | |
|
Customizable Dashboards Users can configure their own home views and alerts. |
Users can save custom dashboards, home views, and alerts, as per documentation. | |
|
Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
No information available | |
|
User Onboarding Tutorials Integrated guidance and best practices for new users. |
User onboarding guides and contextual help are available in the platform. | |
|
Interface Language Options Supports multiple languages/localizations. |
No information available | |
|
Search Functionality Quick search through deals, investors, and documents. |
Search bar present to quickly filter through deals, investors, funds, and documents. | |
|
Notification Settings Customizable push/email/reminder settings for different users. |
Notification and reminder settings are user-configurable. | |
|
Performance Speed Typical page load or navigation time under normal conditions. |
. | No information available |
|
Custom Theme/Branding Option to add firm logo, colors, and branding. |
No information available | |
|
Offline Mode Access and update data without an active internet connection. |
. | No information available |
|
Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
Bulk select, export, and assign can be performed for multiple records on the platform. |
Notifications & Alerts
(4 Yes /4 Known /7 Possible features)
|
Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
No information available | |
|
Email Notifications Immediate or digest alerts to registered email addresses. |
Email notifications for activity, reminders and reports are a default feature. | |
|
In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
In-app dashboard reminders and alert pop-ups present for pending actions. | |
|
Push Notifications Mobile and desktop notification support. |
Push notifications supported for mobile and desktop clients. | |
|
Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
Digest summary emails and reports (daily/weekly) can be scheduled. | |
|
Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
No information available | |
|
Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
No information available |
Third-Party Data & External Benchmarking
(5 Yes /5 Known /9 Possible features)
|
Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
Preqin Pro offers import and access to industry benchmark data for comparisons. | |
|
Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
Market data integration with external providers such as PitchBook and others is offered. | |
|
News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
No information available | |
|
Valuation Database Connection Linkage to third-party private market valuation sources. |
Private market valuation database linkages are part of the core dataset. | |
|
Screener Import Bulk or API import from external deal screeners. |
Bulk import from deal screeners and spreadsheets is mentioned in technical and sales materials. | |
|
External Investment Signals Surface deals trending in public/private news or funding announcements. |
No information available | |
|
Company Registry Lookup Automatic profile enrichment from government or public registries. |
Profiles enriched from company registries and similar sources, as indicated by aggregation methodology. | |
|
Benchmark Update Frequency How often external benchmarks and data are refreshed. |
No information available | |
|
Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
No information available |
Reporting & Export
(2 Yes /2 Known /8 Possible features)
|
Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
. | No information available |
|
Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
. | No information available |
|
PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
PDF/Excel/PowerPoint export is available for most data and analytics modules. | |
|
Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
. | No information available |
|
Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
Preqin allows granular selection of export fields, supporting confidentiality and data minimization needs. | |
|
Audit Trail Export Generate exportable logs of key decisions and actions. |
. | No information available |
|
Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
No information available | |
|
Export Speed Average time to generate and download a full report package. |
. | No information available |
Technical Support & Customization
(4 Yes /4 Known /9 Possible features)
|
Dedicated Account Manager Named rep for onboarding and ongoing support. |
Enterprise customers are assigned dedicated account managers for onboarding and support. | |
|
24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
No information available | |
|
Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
Extensive online help, FAQs, and documentation are available. | |
|
Customization Services Ability to have custom features or integrations built. |
Professional services offer customization and integration on request. | |
|
Implementation Speed Typical onboarding and simple configuration timeline. |
. | No information available |
|
Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
. | No information available |
|
Dedicated Training Sessions Live or on-demand training for clients’ staff. |
. | No information available |
|
Custom Integrations Capacity to build connectors to unlisted third-party software. |
Custom integrations are available for enterprise clients. | |
|
User Feedback Loops Mechanisms for users to suggest improvements and new features. |
No information available |
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
More Valuation Modeling Platforms
More Investment Committee ...
Valuation Methodologies Support
(6 Yes /7 Known /13 Possible features)
|
DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Not as far as we are aware.* Preqin Pro offers data and analytics but does not provide in-app modeling functionality for DCF (Discounted Cash Flow) models; the focus is on data for private markets. | |
|
Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
Preqin Pro specializes in providing comparable company data, benchmarks, and financials, enabling Comparable Company Analysis for private markets. | |
|
Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
The platform offers precedent transaction analysis, including historical deals, exit values, and multiples among similar startups. | |
|
Venture Capital Method Supports the VCM commonly used in VC investment committees. |
No information available | |
|
Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
|
Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
|
First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
|
Custom Model Builder Allows users to create or adapt bespoke valuation models. |
No information available | |
|
Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Preqin Pro enables users to compare multiple data-driven valuation approaches simultaneously, such as fund performance, peer benchmarks, and sector returns. | |
|
Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
Scenario analysis is supported through customizable filters and peer-group comparisons, though not as explicit modeling features. | |
|
Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
No information available | |
|
Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
The platform provides integrated market data feeds and is continuously updated with global alternative asset data. | |
|
Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Preqin Pro supports exporting data and reports to Excel, PDF, and other standard formats. |
Usability & Collaboration
(3 Yes /4 Known /10 Possible features)
|
User Role Management Granular permissions for different user types (analysts, partners, observers). |
No information available | |
|
Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
Not as far as we are aware.* The platform is designed primarily for individual analysis and does not advertise multi-user simultaneous editing. | |
|
In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
. | No information available |
|
Version Control Tracks changes to models and inputs for transparency and rollback. |
. | No information available |
|
Document Upload & Storage Enables sharing of supporting documents within the platform. |
Users can upload supporting documents and data for fund analysis and comparison. | |
|
Audit Trail Tracks who did what and when inside the platform. |
Audit features and change logs are available for enterprise clients to track data usage and access. | |
|
Presentation Mode Switch to a streamlined view for displaying models in meetings. |
. | No information available |
|
Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
Task and workflow assignment is included for team and institutional subscriptions. | |
|
Dashboard Customization Users can modify data displays according to their preferences. |
. | No information available |
|
Notification System Automated alerts for major edits, comments, or required actions. |
. | No information available |
Data Security & Compliance
(6 Yes /6 Known /10 Possible features)
|
End-to-end Encryption Data is encrypted at rest and in transit. |
Preqin states that it uses end-to-end encryption for client data in transit and at rest (from Preqin security documentation). | |
|
Multi-factor Authentication Enhances access control through additional login security. |
Preqin Pro supports multi-factor authentication for user accounts (see Preqin support/security FAQ). | |
|
Single Sign-On (SSO) Supports SSO across multiple internal systems. |
Single Sign-On (SSO) via enterprise integrations is available for institutional customers. | |
|
SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
Preqin advertises SOC 2 certification in its compliance statements. | |
|
Permissioned Data Access Controls and audits on who can access specific sensitive data. |
. | No information available |
|
Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
. | No information available |
|
GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
GDPR compliance is explicitly stated in Preqin's privacy and compliance statements. | |
|
Regular Security Audits Routine reviews and penetration tests for data security. |
Preqin runs regular security audits as part of their enterprise-grade data protection. | |
|
Data Backup Frequency How often automated backups are taken to safeguard data. |
. | No information available |
|
Data Retention Periods Configurable retention windows for sensitive documents and records. |
. | No information available |
Integration Capabilities
(2 Yes /2 Known /10 Possible features)
|
API Availability Open APIs for programmatic access to platform data and functions. |
Preqin Pro offers API access to its datasets for programmatic integration (see API documentation). | |
|
CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
CRM integrations for popular systems (Salesforce, HubSpot) are available for Preqin Pro clients. | |
|
Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
. | No information available |
|
Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
. | No information available |
|
Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
. | No information available |
|
BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
. | No information available |
|
SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
. | No information available |
|
Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
. | No information available |
|
Email Integration Can sync analyses and comments with email workflows. |
. | No information available |
|
Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
. | No information available |
Analytics & Reporting
(3 Yes /3 Known /10 Possible features)
|
Custom Report Builder Users can build and save personalized reports. |
. | No information available |
|
Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Valuation dashboards and data visualizations are core parts of the platform’s analytics offering. | |
|
Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer comparison tools and analytics are available for both funds and deals. | |
|
Time Series Tracking Track how key valuation inputs and outputs change over time. |
. | No information available |
|
Heatmaps & Visualizations Visual representations of data for fast comprehension. |
. | No information available |
|
Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Export to PDF, Excel, and PowerPoint is supported. | |
|
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
. | No information available |
|
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
. | No information available |
|
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
. | No information available |
|
Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
. | No information available |
Data Input & Management
(2 Yes /2 Known /10 Possible features)
|
Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk data upload, for example via CSV or Excel, is available for clients importing proprietary data sets. | |
|
Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
. | No information available |
|
Template Library Reusable templates for common model types and investment scenarios. |
. | No information available |
|
Dynamic Input Forms Easily adapts input fields for the data needed. |
. | No information available |
|
Data History & Audit Tracks all changes to data records for transparency. |
. | No information available |
|
Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
. | No information available |
|
Data Import Speed Speed at which external data can be fully processed. |
. | No information available |
|
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Preqin Pro supports all common input data types, including numbers, dates, text, and document uploads. | |
|
Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
. | No information available |
|
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
. | No information available |
Performance & Scalability
(1 Yes /1 Known /10 Possible features)
|
Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
|
Model Calculation Speed Time required to process typical valuation models. |
. | No information available |
|
Scalable Storage Capacity Total available storage that can be scaled with needs. |
. | No information available |
|
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
Preqin Pro advertises 'enterprise-grade uptime' and a 99.9% uptime SLA for institutional users. | |
|
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
. | No information available |
|
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
. | No information available |
|
Auto-scaling Infrastructure System auto-scales compute resources with demand. |
. | No information available |
|
Mobile Device Compatibility Optimized for use on tablets and smartphones. |
. | No information available |
|
Custom Performance Reporting Tracks and reports key system performance metrics. |
. | No information available |
|
API Rate Limits Defines how many API requests can be processed within a specific period. |
. | No information available |
User Experience & Accessibility
(1 Yes /1 Known /10 Possible features)
|
Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Preqin Pro is known for intuitive dashboards and user-friendly navigation. | |
|
Customizable Workspaces Users can rearrange dashboard panels and data modules. |
. | No information available |
|
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
. | No information available |
|
Multi-language Support User interface available in multiple languages. |
. | No information available |
|
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
. | No information available |
|
Advanced Search Functionality Fast, granular search/filter across all platform content. |
. | No information available |
|
Helpdesk and Support Chat Instant access to customer support from within the platform. |
. | No information available |
|
User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
. | No information available |
|
Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
. | No information available |
|
Documentation Portal Comprehensive product knowledge base accessible 24/7. |
. | No information available |
Customization & Flexibility
(3 Yes /3 Known /10 Possible features)
|
Custom Field Creation Create and add new fields specific to firm preferences. |
. | No information available |
|
Workflow Automation Automate approval, follow-up, or data-collection tasks. |
Workflow automation is included, especially for alerts, tracking, and reporting. | |
|
Custom Branding Add firm’s logo, color palette, and terminology. |
Preqin allows custom branding and dashboards for enterprise clients. | |
|
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
Custom approval workflows can be set up for institutional processes. | |
|
Custom Model Templates Develop and deploy in-house model templates. |
. | No information available |
|
Custom Alerts/Notifications Set up triggers based on defined data or process events. |
. | No information available |
|
Scripting or Macro Support Enable user-generated automation or calculation scripts. |
. | No information available |
|
Field-level Permissions Control viewing and editing rights for specific data fields. |
. | No information available |
|
Plug-in/Extension Marketplace Easily add extra features from a curated library. |
. | No information available |
|
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
. | No information available |
Support & Training
(3 Yes /3 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
24/7 support is available for enterprise-level customers. | |
|
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
Dedicated account managers are offered as part of the enterprise package. | |
|
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
. | No information available |
|
Product Updates & Release Notes Timely communication about product changes and improvements. |
Product updates and release notes are provided to all clients. | |
|
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
. | No information available |
|
Community Forum Peer-to-peer Q&A and sharing of best practices. |
. | No information available |
|
In-app Guided Assistance Step-by-step instructions available directly within the platform. |
. | No information available |
|
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
. | No information available |
|
Regular Webinars Scheduled sessions on advanced and new product features. |
. | No information available |
|
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
. | No information available |
Cost & Commercial Terms
(5 Yes /6 Known /10 Possible features)
|
Transparent Pricing Clear, up-front pricing with no hidden fees. |
Pricing is posted and detailed for transparency, with no hidden fees for standard subscriptions. | |
|
Free Trial Availability Allows prospective customers to test capabilities before committing. |
A free trial is available for qualified institutional clients; application required. | |
|
Per-user Pricing Options Flexibility to pay per user as team size changes. |
Pricing can be set on a per-user basis for enterprise customers. | |
|
Volume Discounting Tiered pricing based on user count or data storage. |
Not as far as we are aware.* Volume discounting is not widely advertised; pricing is typically tiered based on access/features but not strictly by data volume or user count. | |
|
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Both annual and monthly billing choices are available. | |
|
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
Options for upfront or usage-based billing are available depending on contract structure. | |
|
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
. | No information available |
|
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
. | No information available |
|
Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
. | No information available |
|
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
. | No information available |
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