What is the Business Development Dashboard 2.0?
The Business Development Dashboard 2.0 provides you with a holistic view of targeted prospects, helping you optimize your growth strategy in private markets.
How can the Business Development Dashboard 2.0 help you?
The Business Development Dashboard in Preqin Pro is your new hub for all things business development. The dashboard surfaces the prospects most relevant to you by tracking their key growth indicators and readiness to change service providers. Its tools enable you to monitor new firms and funds coming to market, understand their need for new service provider relationships, predict upcoming fund launches, and track your key clients as they leave and join new firms. By eliminating the need for hours of manual research, you can spend more time engaging with clients and prospects.
This article will help you understand how you can get the most out of the new Business Development Dashboard.
Track contact updates for firms on your Target List
Stay ahead of the competition with a widget that displays contact updates for your select target firms. The Contact Updates activity widget provides you with a quick view of the top three firms from your target list that have the most contact updates. You can add a target list of your choice to ensure the firms you are most interested in tracking are displayed in the widget. You can find out how to create a target list and upload your own lists here.
The Contact Updates activity widget displays the number of new contacts at a firm and how many are ‘inactive’, showing they are no longer in the same position – whether through internal promotions, title changes, or firm changes – enabling you to keep your contact information fresh and up to date.
Add your target list to the Contact Updates activity widget
Get a snapshot of newly added fund managers and upcoming funds
Easily view fund managers that have been added to Preqin Pro, with the ‘Newly added fund managers’ widget helping you discover prospects more efficiently. You can also view the number of predicted upcoming funds with the Fundraising Calendar widget and discover fund managers that might be looking for services like yours.
Check out newly added fund managers and upcoming funds
Learn more about the Fundraising Calendar
Quick links to speed up your workflows
Access quick links to Fund Managers Advanced Search and Charts & League Tables to help you source new business opportunities directly from the Business Development Dashboard interface.
Understand market trends to shape your strategy
Utilize the ‘Sum of target size by asset class’ and ‘Fund domicile’ widgets to align your growth strategy with where GPs are raising capital – and know when the right time to pivot is. You can filter this section by asset class, fund status, fund domicile, fund manager country, fund size, date added, and first-time funds to refine your search – making it easier to find the relevant information.
The ‘Sum of target size by asset class’ chart provides you with an overview of the aggregated target size of funds in US dollars. Leverage digestible charts to easily communicate market intelligence and be seen as a subject matter expert to senior stakeholders or clients.
Gain an understanding of the number of funds within a domicile using the interactive fund domicile map. To zoom into a location, simply use the + or – in the top left-hand corner of the map and view the number of funds in a particular area.
Discover where GPs are focusing their time
Source new leads and time your outreach for maximum impact
Target prospect firms at the optimal time by understanding the details of fund managers’ recently launched funds – such as their target size, domicile, and more. Easily identify fund managers right for your services with actionable data all in one place, including direct links to fund manager and fund profiles.
Start sourcing new leads at the right time with the help of key indicators
Make networking easier and keep track of the competition
Spot opportunities for introductory conversations by gaining visibility into the fund managers that other service providers in your network are working with. You can also use this feature to keep track of your competitors by viewing the funds they are working on – helping you to conduct accurate competitor analysis.
Discover new potential referral opportunities
Discover everything you need to know about a firm you are interested in
Find out more information on firms you are most interested in by searching for a firm. You can search for a prospect, client, or competitor to view all the recently added funds of the firm – saving you time and resources in manual research.
Search for a company you’re interested in now
Explore opportunities with first-time funds
With the first-time fund toggle, you can easily view only first-time funds – helping you refine your search in finding new business opportunities with first-time fund managers.
Find first-time fund managers you could start working with