At Preqin, we continually develop new functionalities and enhance existing ones as part of our commitment to optimizing your workflows.
New filters for law firm, investment consultant, and placement agent services offered
You can now filter law firms, investment consultants, and placement agents by the services they offer – helping you to more quickly and easily source the right service provider for you. This update provides you with more accurate search results – enabling you to narrow your search before contacting a service provider.
Find the right placement agent
Service provider and fund data available in Preqin for Salesforce plugin
Save time sourcing new business with enhanced Preqin for Salesforce plugin data on service providers, investment consultants, investor news, and new funds.
This update makes it easier to see which firms are currently servicing the funds managed by the GPs you’re interested in and keep track of your competitors’ activity. Having access to all the data in a single, centralized place prevents the need to switch between platforms – streamlining your workflow.
To access the new data, simply update the plugin to the latest version (1.47).
Learn more about the Preqin for Salesforce plugin
Sustainability custom benchmarks
Preqin ESG Solutions clients can now create their own custom sustainability benchmarks. This enables bespoke comparisons of chosen sets of companies across varying industry classifications for Scope 1, 2, and 3 carbon emissions.
To create a custom benchmark, navigate to 'Sustainability Benchmarks’ in Preqin Pro and simply select the parameters and companies you would like to include. Any custom benchmarks you create can be found under the ‘Manage Your Benchmarks’ section.
New private debt index
A new ‘Direct Lending – Senior Debt’ index has been added to Preqin Indices within our ‘Private Debt’ asset class group. The new index brings you more granular insights into strategy performance and exposure to help inform your investment or fund strategy – providing you with a reliable benchmark for your reporting.