Save time and resources by accessing Preqin data directly from your all-important Excel spreadsheets. You can now ensure your Excel reports, dashboards, and financial models use the latest data to support your activity.
Focus your time on analyzing the data, not pasting it into Excel
With Preqin for Excel, you can instantly sync your existing Preqin Saved Searches, Target Lists and Custom Benchmarks at the click of a button to no longer navigate between your spreadsheets and Preqin Pro. This allows you to:
Harness the power of Preqin data directly from Excel
Eliminate time-consuming data downloads and error-prone manual imports
Safeguard your analysis with an audit trail on data source and edits made and increase productivity by supporting your Excel workflows
Which datasets are available with Preqin for Excel?
The following datasets can be downloaded directly from Excel with the plugin:
Data Loader: access Saved Searches for Investor, Fund and Fund Manager and leverage on Target Lists for Investor, Fund, Fund Manager, Performance, Service Provider, Investment Consultant
Formula Builder Datasets: Advanced search data coverage on LPs, GPs, Company Intelligence, Fund Managers, Funds, and Investment Consultants as well as Historical Data coverage for Private Capital Fund Performance and Company Financials
We plan to expand this list with more datasets and features in future iterations.
How can you download Preqin's Excel plugin?
For more information, simply contact your dedicated Preqin Account Manager or reach out to our Client Services team via our chatbot – available Monday to Friday, 24hrs a day.
Are you already a Preqin for Excel user? Access the latest Installation guide and User guide