Release Notes

2023 Year in Review - SPs

In this article:

In 2023, we made significant improvements to our data and solutions to help you grow your business. These enhancements were driven by our ongoing commitment to expand our services and focus on how we can serve your needs better.

Whether you’re analyzing the market, developing new business, or tracking your competition – Preqin is here to support you with our end-to-end solutions, tools, and insights to drive growth in these challenging times.

If you would like a training session to learn more about any of our updates, please reach out to your dedicated Account Manager, or our Client Services team via email or live chat (available 24/5, Mon-Fri).

Insights


Market intelligence at your fingertips

Our expert team of alternative assets specialists delivered over 150 research reports, 100 blogs, 100 news stories, 26 factsheets, and 30 webinars.

In case you missed any of it, here's the most-read content from 2023:

Browse all of Preqin's research content >

Product updates

Identifying new business, faster

Improved Business Development Dashboard

Find promising leads all in one place with the latest version of our Business Development Dashboard. The Dashboard now includes estimated new fund launches, the service providers that a given firm used previously, as well as an enhanced view of new funds and fund managers added to Preqin Pro in the last seven days. 

You can personalize which fund managers are highlighted in your dashboard according to your desired location, strategy, and fund size parameters – making it easier to navigate to the data you need. 

Preqin Pro - new funds estimated

Enhanced data discovery

We improved the search menu in Preqin Pro so you can find and access the data you’re looking for even faster. Company logos have been added to help you better identify and differentiate opportunities. 

Preqin Pro - Deal merger

Personalize your ESG fund, manager, and investor searches

Enhance your ESG searches with the option to add or remove columns in the ESG search table to view the most relevant data points for your target funds and investors, and quickly identify managers offering ESG-labeled funds, saving you time in sourcing new business. Our ESG Solutions now also includes data on infrastructure assets.

More filters - Sustainability fund labels

Actionability Signal for buyouts

Be among the first to know when a sponsor-backed company may be open for investment in the next 12 to 18 months, positioning you ahead of the competition with data-driven predictive analytics. Available via Company Search on Preqin Pro, this new tool helps you to anticipate future deal activity between GPs or funds and private companies to identify when they’ll be in need of your services.

Preqin Pro Actionability Signal

Access fund manager and investor data directly in Salesforce

Easily sync Preqin data in your Salesforce CRM to complement your proprietary relationship intelligence. Improved automation now brings you the most up-to-date Preqin data without the need for manual updates, and separate report fields for 'First Name' and 'Last Name' enable you to streamline personalized outreach to prospects and contacts.

Preqin Pro - Enhanced investor coverage Preqin for Salesforce

Data enhancements on private wealth

We doubled our data coverage between March 2022 and January 2023 for family offices and wealth managers, helping advisors find more opportunities for new business.

Investor advanced search
Providing the best investment advice to your clients

Expanded Valuation Multiples Benchmarks datasets

Gain a richer understanding of individual assets and valuation trends with expanded datasets for Valuation Multiples Benchmarks. With new operational metrics for revenue, net debt, revenue growth, EBITDA, holding period, realized entry and realized exit, you can make more accurate calculations to better advise your clients on deals and asset valuations.

Expanded valuation multiples benchmarks datasets

Enhanced ESG affiliations data

Target the right prospects more easily with the latest enhancement to our ESG Affiliations dataset. Preqin Pro tracks over 40 ESG affiliations for 60,000+ investors and fund managers. Now with added information on strictness of requirements, related themes, who can join them, and the percentage of firms within each affiliation, this data helps you to advise your clients more effectively on GPs and LPs that align with their ESG objectives.

Preqin Pro - Enhanced ESG affiliations

Mergers added to Buyout Deal Search and company profiles

Gain new insight into the full transaction history of a company, including mergers, as part of the consolidated deal history view. With mergers now included under buyout deals, you get a centralized picture of all deals data for a particular asset, making it clearer and more accurate as it consolidates duplicate deals and exits.

Preqin Pro - Deal merger
Accessing Preqin data where, when, and how you need it


New: Preqin Power BI Connector BETA

Gain access to Preqin data directly from your Power BI environment with our new Power BI connector. Save time by analyzing Preqin data, alongside any other datasets you use, in one centralized place to support your business development and reporting efforts. 

Stay ahead of the competition and increase your team’s productivity by removing the need to manually export data from Preqin Pro to complement your BI dashboards. 

The Power BI connector is available to Preqin customers via our Data Feeds API. It’s easy to install with a no-code solution that doesn’t require technical support.

New reporting template library with Preqin for Excel

Streamline building your reporting spreadsheets thanks to a new template library available with the Preqin for Excel plugin. These new templates come with pre-loaded Excel formulas that automatically update your reports with Preqin data to help you build and update Excel reports in no time. Easily access pre-built fund manager, investor, and benchmarking templates directly from Excel. There are also customizable templates you can edit to suit your needs.

Data coverage


Delivering more essential data to our clients every year


We’re always expanding and enhancing our datasets to maximize their value to you, and in 2023 we made some significant strides to improve our data coverage over many key areas.

Our coverage of industry advisors and service providers has increased by 14% to 8,600+, with over 600 new law firm, fund administrator, and placement agent profiles added in 2023 alone. We have increased our performance data coverage by 15%, capitalization by 23%, funds by 14.3%, and fund managers by 8.5%. Our investor universe has grown by more than 30% to 29,000+. And we are delivering this data to you faster than ever to drive more meaningful analysis and actionable insights.

Plus, as of January 2024, we have over 359,000 service provider relationships, thanks to our world-class global research team, to give you a competitive advantage when sourcing new business.

4,752

19,748

1,292

36,000

359,000

New fund managers

New funds

New investors

New contacts

Service providers relationships


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