Pro Tips

Transaction Intelligence user guide

Transaction Intelligence’s innovative repository of $5.4tn worth of private capital transactions enables you to view historical, aggregated deal performance and valuation data based on the unique criteria you select.

Transaction Intelligence is accessible via the ‘Benchmarks’ tab in Preqin Pro and requires an additional subscription to your package.

Don’t have access yet? Speak to your Preqin account manager today to add Transaction Intelligence to your package.

Using Transaction Intelligence

Use the left-hand menu to navigate between each dropdown and dive into your customizable analytics.

For pre-calculated deal performance and valuation multiples benchmarks, select the ‘Asset-Level Benchmarks’ dropdown.

To perform deeper analysis by combining deal-level data with powerful, customizable analytics use the ‘Performance’ dropdown.

To enhance your private asset valuations with asset-level performance data and customizable analytics, select the ‘Valuation’ dropdown.

Lastly, to track valuation changes by indexing and benchmarking GPs’ quarterly fair value adjustments, select the ‘Fair Value Adjustment’ dropdown.

Refining your criteria

To refine the deal criteria, simply select ‘All filters’ on any tab to choose your preferred asset class, industry, geography, deal size, deal type, timing, performance metrics, and more. The filters you choose will automatically be applied to all other tabs and you can amend them at any time during your analysis.

You can save your filter selections for future reference by selecting ‘Save search’. Use ‘Load search’ to manage your saved searches and easily dive into saved criteria to view the latest analysis and export presentation-ready charts and tables.

Transaction Intelligence tabs explained

Asset-Level Benchmarks

Deal performance benchmarks

Pre-calculated benchmarks of aggregated deal performance (e.g. IRR, TVPI, DPI, loss ratios).

Valuation multiples benchmarks

Pre-calculated benchmarks of aggregated deal value multiples (e.g. EV/EBITDA, EV/revenue, loss-to-loan percentage).

Performance

Performance overview

Gain insights into deal performance using key metrics such as TVPI, DPI, RVPI, and IRR – along with historical trends for this data.

Performance analysis

Dive deeper into deal performance using customizable analytics with a detailed breakdown of data distribution, risk-return profiles, TVPI composition, and loss ratios.

Valuation

Valuation overview

Gain insights into valuations using key multiples such as EV/Revenue, EV/EBITDA, and Net Debt/EBITDA – along with leverage data.

Valuation analysis

Explore deeper insights into valuations using customizable analytics with a detailed breakdown of valuation distribution, how key multiples have evolved over time, and the correlation between different metrics.

Value creation

Understand what is driving the value in a cohort of deals with average multiple and USD value bridges.


Fair value adjustment

FVA overview

Get key information on average and median fair value adjustments on a quarterly and index basis.

FVA analysis

Explore deeper insights into fair value adjustments with a detailed breakdown of quarterly growth distribution and index distribution – as well as the growth and volatility of these metrics.

All charts are interactive, with additional breakdowns available by industry classification, deal type, region, deal size, and more. Easily export the charts and data as PNG, JPEG, PDF, CSV, or Excel by selecting ‘Export’ in the top right-hand corner of each chart.

About the data

Transaction Intelligence consists of reported fund-level and deal-level data – including operational metrics of individual assets – which is extracted directly from fund manager portfolio reports, then aggregated and anonymized.

You can find more information about the data by clicking on 'Explore data coverage' in the top right-hand corner of Transaction Intelligence.

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