With Preqin Pro, CEA instantly gained access to a global network of over 6,000 institutional investors actively allocating to hedge funds, with detailed profiles including investment preferences, fund portfolios, manager relationships, investment plans, ESG & impact policies, key contact details, and more.
To effectively search through these thousands of investors, the firm drills down on those who are currently allocating or looking to allocate to a fund like CEA Fund I by using a range of in-platform filters, and focus its resources on the most relevant fund allocators.
Once CEA zeroes in on a list of relevant investors it wants to approach, the firm can leverage Pro’s vast range of features to:
- Save that search for future reference
- Export that list into Excel to upload into the firm’s CRM
- Create a target list of relevant investors to keep track of
- Set up news alerts delivered direct to inbox, to never miss an opportunity
- Effectively plan its time on the road when fundraising with Pro’s Investor Map
From there, CEA is confident it has identified a list of strong prospects to start the conversation with. Nonetheless, the firm continues to rely on Preqin data to build a strong case when preparing to introduce its investment product to potential allocators.
With benchmarking functionality as standard, CEA has access to 390+ hedge fund market-level benchmarks. Powered by performance data from more than 23,500 hedge funds, these give CEA the ability to accurately compare its fund performance against direct competitors in the long/short equity market, or against wider hedge fund strategies.
With powerful in-platform data visualization tools, the firm can benchmark itself across a range of performance metrics such as VAMI, drawdowns, distribution, volatility, Sharpe ratio, risk measures, and trailing returns.
This analysis can also be customized and exported into a range of different formats to support CEA’s presentations when introducing themselves to potential allocators.