Sourced directly from LPs, Preqin’s 'Investor Documents' library makes it easy to find valuable insights to improve your fundraising, investor relations, or business development activities.
Leverage a range of filters to easily refine your results by keyword, document type, investment details, asset class, investor type, and location – saving you time and effort in locating the information you need.
Accessing Investor Documents
To access Investor Documents, go to the main menu in Preqin Pro and select: Search For > Investors > Investor Documents.
'Investor Documents' are also accessible directly from within an investor profile on the 'Documents' tab.
Narrow down your search with a range of filters
Search by keyword
Easily source relevant investor documents by entering keywords or phrases of interest. This will return documents that include your chosen words or phrases, helping you quickly find the information you're looking for.
The keyword search function shows how many times your keyword appears in each document and provides a preview of the surrounding text to give you more context – enabling you to decide at a glance if the document is what you are looking for.
Filter by document type
Filter your search results by document type to show only those of interest to you. Choose from:
Agenda
Board meeting minutes
Fund prospectus
Fund report
Historical performance report
Investment report
KIID
Monthly, quarterly, and annual reports
Portfolio performance report
Private placement memorandum
RFP
Sustainability report
Filter by investment details, asset class, investor type, and location
You can also narrow your search results further by filtering based on investor type and location, asset class of interest, and investment details - including AUM, allocations, investments, preferences, ESG, and more - to help you find the documents you need faster.
Save time with search alerts
Get updated when new investor documents that fit your search criteria are added, by saving your recent searches and setting up email alerts to save you time and resources.
