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With Preqin Pro you can customize your dashboard, making it easier to navigate to the data you need. Choose what you see on your homepage from Investor News, the Fundraising Dashboard, or the Business Development Dashboard.

The tab you select will persist across sessions to save you time on every login.

Business Development Dashboard

The Business Development Dashboard gives you an overview of funds and fund managers that have been added in the last 7 days. This ensures that you can easily keep up to date with the latest market developments to accelerate your outreach.

You can then see other service providers that are already associated with those funds, making it easier to identify potential leads. The dashboard also includes our Forward Calendar to show you the upcoming fund launches that have been added to Pro in the last 30 days.

Personalize your dashboard

To customize your Business Development Dashboard, simply click the ‘preferences’ box. Filter by manager location, fund domicile, fund strategy, and fund size. Your preferences will be retained in the dashboard, as well as when you navigate to the advanced search pages.

You can also filter the ‘My Forward Calendar’ section by previous service providers.

Fundraising Dashboard

The Fundraising Dashboard provides you with everything you need when raising capital, all in one centralized hub. Access essential data that includes the latest investor Mandates & RFPs, plus new fundraising momentum insights.

With shortcuts to simplify navigation, you can discover new investors, placement agents, and competitors with ease. You also can also review your firm profile to maximize your visibility to investors.

Personalize your Fundraising Dashboard

To customize the fundraising dashboard, simply set your preferences and then filter by asset class, strategy, sector, investor type, and investor location to refine your overall view.

Investor News Dashboard

Our Investor News Dashboard gives you the latest information at your fingertips. The dashboard covers topics such as people moves, investor fund commitments, investment consultants, RFPs/Searches, direct investments, and more.

Investor News is also available from the main navigation on Pro under ‘Search For’ > ‘Investors’ > ‘Investor News’.

Personalize your Investor News Dashboard

Customize Investor News to your preferences with filters that are saved across all future sessions. These filters give you the option to personalize your Pro experience further by specifying target asset classes, investor types, locations, and news categories.

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