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Preqin Solutions Portfolio Management Software

Preqin Solutions Portfolio Management Software

Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information.

Offering a fresh perspective for private equity firms wishing to streamline their existing portfolio management process and infrastructure, Preqin Solutions modules include:

  • Monitoring
  • Valuation
  • Fund analyzer
  • LP reporting

Preqin Solutions is now fully integrated with Preqin performance data to allow custom benchmarking against over 8,500 private capital funds. Users can also benchmark performance relative to public markets using our PME engine, incorporating LN, KS, PME+ and Direct Alpha PME Methodologies in addition to leading public indices.

The platform is designed to manage portfolios across a wide range of asset classes and investment strategies: traditional buyouts, venture capital, infrastructure and more. So far it has helped in reporting information for more than 1,500 companies worldwide and clients exceeding $180 billion in assets under management.

How Preqin Solutions Works



  1. Data Gathering: Update financial and operating information directly in real time through a secure internet connection. The system will maintain your reporting structure.
  2. Analysis and Reporting: Create dynamic dashboards and reports with key indicators, graphs, traffic lights and alerts. Designed with Excel at its core, existing spreadsheets can be linked to the system database, enabling ad hoc reporting and modelling.
  3. Collaboration and Distribution Build dashboards, share online reports and distribute templates both internally and with your LPs and stakeholders
  4. Third Party Integration: Fully agnostic API, allows data integration with existing legacy systems and external data sources.

Product Uses

  • Portfolio management
  • LP data service
  • Investment performance/benchmarking
  • Debt management
  • Business intelligence
  • Investor relations/fundraising management
  • Real estate asset management
  • Infrastructure asset management

Benefits


Key Features

  • Portfolio monitoring: financials, KPIs, ESG, narrative, covenant tracking.
  • Valuations meeting EVCA, ASC 820, IFRS 13 and IPEV guidelines among others.
  • Aggregation for portfolio-level reporting with slice & dice capabilities.
  • Current and forecast net IRRs by fund.
  • File repository for archiving documentation.
  • Personalized dashboards.
  • Complete traceability and audit trails.
  • Exit planning and sensitivity analysis.
  • 100% web-based live database linked to Excel.
  • Automatic reminder and approval workflows.
  • Fully and seamlessly integrated with all Legacy Systems through proprietary API.
Contact us to arrange an online demonstration. Call us on +44 (0) 203 207 0480 or send us an email at info@preqinsolutions.com.