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Compatibility

If you are interested in conducting your own analysis with Preqin's data or importing it into software packages, there are a range of options available to you.

  • Download data to Excel for analysis or import into external software.
  • Access Preqin's hedge fund and private equity data through AlternativeSoft.
  • View Preqin's investor profiles and contact data through Salesforce.
  • Import Preqin data and contacts into Backstop, Dynamo, FolioMetrics and Imagineer Clienteer.
  • Arrange a bespoke data feed with Preqin.

More information on each option is provided below, or alternatively please contact your account manager to find out more.

Download Data to Excel

All the data on Preqin's products can be downloaded to Excel for easy manipulation and/or importing into external software.

Our dedicated research teams add and update the information we hold on funds, firms, performance, investors and service providers on a continuous basis, ensuring you remain up to date on all the latest developments.

You can download fresh data to Excel as often as you like, customizing your data download before exporting to streamline your analysis. Unlimited downloads to Excel come as standard when you take out a full subscription to our products.

API and Data Feed

Looking to integrate Preqin data into your own in-house systems?

If you require a more specialized solution, we can deliver real-time data directly into your in-house systems via an API (Application Programming Interface) or a custom data feed. Both options allow you to get the exact data you need, when you need it, without having to move away from the familiarity of your current operations.

Find out if a bespoke data solution is right for you.

Access Preqin's Data through AlternativeSoft

Preqin's data on hedge fund and private equity fund performance is compatible with AlternativeSoft.

AlternativeSoft provides portfolio optimization, risk management and portfolio management software to hedge fund and private equity investors and industry professionals.

Preqin's performance data is refreshed twice a month on the AlternativeSoft platform, allowing you to do deep dive analysis on the 13,000 funds with performance data available on the Preqin platform.

To find out more about AlternativeSoft and about accessing Preqin's data through the platform, please contact William Hartung at integration@preqin.com.

Preqin Sync for Salesforce

Preqin's private equity and hedge fund investor profiles are compatible with Salesforce and platforms built on Salesforce such as Navatar and Altvia.

View up-to-date data and intelligence on investors, including their investment plans, allocations and industry/strategy preferences, through your existing Salesforce CRM system.

For more information on how to access Preqin data and contacts through Salesforce, please see Preqin Sync for Salesforce, contact your Account Manager or email us on integration@preqin.com.

Import Data and Contacts into CRM Systems

Did you know you can easily import Preqin profiles and contacts directly into Backstop, Dynamo, FolioMetrics and Imagineer Clienteer?

To find out how, please contact your Preqin Account Manager or email us at integration@preqin.com.

Please contact integration@preqin.com to discuss your specific requirements and the options available to you.