Profiles

Preqin Pro is built upon comprehensive data held on the private asset activity of investment firms. Our research teams in key global financial centers combine on-the-ground intel with innovative technology. We deliver exclusive, forward-looking, in-depth information on:

• GPs

• LPs

• Funds

• Companies & assets

• Deals

• Fund & transactional service providers

Here’s an overview of how to navigate a profile effectively.

Accessing a Profile

Getting to a profile is simple.

If you know the name (or part of the name) of the firm or asset you are looking for, start typing in the Quick Search box in the top navigation bar.

If you’re not looking for any specific entity, it’s best to use Search For. Learn more about Search For and how to apply filters, manage your results, and find profiles here.

Navigating a Profile

Preqin Profiles are designed to rapidly surface key information. The navigation is the same in every type of profile, but there are variations in the data fields between different types of profiles – for example, between an LP or GP profile. Note that only the information you have access to per the terms of your subscription will appear in a profile.

SHARE, PRINT, ASK FOR HELP, AND GIVE FEEDBACK

Use the tabs at the top of the profile to get to a new section and the left navigation to jump to particular tiles within the section. Common elements which can be found next to the profile name include:

• Share: Sends the profile to another Preqin user on your account. Your colleague will receive a link to the profile in an email.

• Print: Customize a print-ready profile.

• Export: Prepare a Word document of the profile.

• Add To Target List: Add a profile to an existing target list or create a new target list with this profile. Learn more

• Send Feedback: Let us know how we are doing, or report missing/incorrect information.

LP Profiles

Investor profiles offer detailed data on limited partners in private markets. Our researchers worldwide keep the information in profiles up-to-date and include all new information available, such as an investor’s background information, allocation breakdowns, key contacts, investments, and relationships.

Following the tabs at the top, the structure of the investor profile is grouped around four main components:

1. Overview: Covers key background information, a snapshot of their private market activity, addresses, and their full portfolio overview.

2. Contacts: Contact cards for key decision-makers, any investment consultants, and the investors preferred method of approach.

3. Asset Classes: Each tab contains detailed information on that particular asset class activity, including their current portfolio and performance, relationships, timeline, news, exposure, future plans, and much more.

4. Sustainability: Shows the LPs ESG transparency and documentation, affiliations, and key ESG contacts. Only available with the ESG Solutions add-on.

5. Resources: Shows direct links to an LP's meeting minutes, reports, and RFPs.

6. Credit Consensus Ratings: Shows the investor’s credit rating, including probability of default, agreement indicator, and consensus range.

GP Profiles

Fund manager profiles offer comprehensive information on general partners of private asset funds including their background, strategic preferences, and contact information.

Following the tabs at the top, the structure of the GP profile is as follows:

1. Overview: Covers key background information, a snapshot of their private market activity, and addresses.

2. Contacts: Contact cards for key decision-makers.

3. Investment Strategy: General information on how the manager approaches private markets, split by each asset class. This information covers all funds they manage in one view and includes where and how they will operate, their sources of capital and investment criteria.

4. Funds/Performance: Shows all funds managed and the performance of these vehicles.

5. Investors: Shows any known LPs in funds the GP has managed.

6. Deals/Assets: Present detailed information on their current portfolio of investments and historic activity across different asset classes.

7. Lead Partners & Board Reps: Shows all contacts at the GP that have been a lead partner in a deal (and shows which deals) or are a board representative at a portfolio company.

8. Service Providers: Shows any fund or transactional service providers that worked with the GP and the particular funds or deals they worked on.

9. Sustainability: Shows the manager's ESG transparency and documentation, SASB risk exposure of active portfolio companies across the fund portfolio, affiliations, and key ESG contacts. Only available with the ESG Solutions add-on.

10. Credit Consensus Ratings: Shows the managers credit rating, including probability of default, agreement indicator, and consensus range.

Fund Profiles

A fund profile offers specific information on the investment vehicles managed by GPs, including deal and performance information and visibility on which allocators are involved.

Following the tabs at the top, the structure of the fund profile is as follows:

1. Overview: Covers key background information on the size and status of the fund, its overview, investment strategy (including fund type preferences for fund of funds), fundraising milestones, structure, and terms.

2. Performance: Shows current and historical fund performance, and cash flows if available.

3. Investors: Shows any known investors in the fund.

4. Deals/Assets: Shows any deals the fund has participated in and the assets involved, plus any BDC holdings where applicable.

5. Service Providers: Information on the fund’s administrator, auditor, lawyer, and placement agent(s), if any.

6. Fund Series: A tool that allows you to compare the fundraising, performance, and deal track record of the chosen fund profile against the previous funds in it’s series. Learn more here.

7. Sustainability: Shows the SASB risk exposure of active portfolio companies and the fund manager's ESG transparency and affiliations. Only available with the ESG Solutions add-on.

8. Credit Consensus Ratings: Shows the funds credit rating, including probability of default, agreement indicator, and consensus range.

Asset Profiles

An asset profile is rich with critical information on private companies, encompassing sponsor-backed and bootstrapped companies, as well as real estate assets.

Here you’ll find the following sections:

1. Overview: Get a snapshot of key information about the asset.

2. Similar Companies: Identify companies similar to the asset you’ve identified and compare them based on employee count, financials, and more

3. Valuation multiples benchmarks: Find an asset’s estimated valuation and valuation multiples benchmarks based on our comprehensive company financials

4. Financials & Employees: Gain access to the historical record of a company’s revenue, operating income, EBITDA, and net income, as well as employee data.

5. Deals: A log of all transactions that the asset has been involved in, with all the related details.

6. Ownership: A list of all active and realized owners, as well as their holding periods.

7. People & Partners: A list of current and former executives, lead partners of board representatives, with information on their position and time at the company, or the date of their involvement.

8. Filings: Original sources to all the datapoints in an asset profile, with filings underpinning an asset’s financials, valuations, and ownership.

9. Sustainability: Integrate sustainability asset-level data into your analysis, including tools to measure the impact materiality and financial materiality of companies. Only available to clients with access to Preqin Sustainability.

10. Credit Consensus Ratings: A view into the asset’s credit rating form from a consensus of contributors with credit exposure to the asset, including its probability of default and historic of ratings over time.

Learn more about company and asset profiles here.

Deal Profiles

Deal profiles showcase all the details on a particular transaction, including:

1. Date (announced and completed)

2. Status

3. Deal synopsis

4. Target (i.e., the company involved in the deal)

5. Deal or financing size

6. Stock terms (only available for venture capital deals)

7. Issue details (only available for IPOs and private placements)

8. Known investors in the deal

9. Service providers involved in the deal

Service Provider Profiles

These profiles cover fund & transactional services. This includes all information known about the relationships formed with managers, investors, and funds by Placement Agents, Law Firms, Fund Administrators, Prime Brokers, Auditors, Custodians, Financial Providers, and Debt Providers.

While the underlying information can differ, these profiles are generally structured along three components:

Overview: Covers key background information on the service provider – including their locations and the asset classes they offer services to.

Contacts: Contact cards for key decision-makers.

Fund Services/Transactions: Depending on the provider, provides a table of the funds that have utilized the service provider or the transactions they have worked on.