private equity online product...

alternative assets. intelligent data.

PRIVATE EQUITY ONLINE

PRODUCT MANUAL

Preqin DataPrivate Equity Online

Product Overview

In-depth profi les of over 6,100 active institutional investors in private equity, including details of allocations, strategic prefer-ences, future fund searches and mandates, key personnel contact details and more

InvestorsDetailed, searchable profi les for over 105,500 private venture capital fi nancings from 2007 to present and comprehensive portfolios for the top 1,800 VC fi rms. Subscribe to Venture Deals Analyst as an add-on to Fund Manager Profi les.

Venture Deals/ExitsThe industry’s most comprehensive source of private equity-backed buyout deal and exit data, featuring coverage of over 48,500 transactions. Subscribe to Buyout Deals Analyst as an add-on to Fund Manager Profi les.

Buyout Deals/ExitsAccess to transparent net-to-LP for more than 8,200 private equity funds makes Performance Analyst the largest and most comprehensive source of fund performance data available globally. In terms of capital raised, Performance Analyst contains data for around 70% of all funds raised historically, making Preqin’s market and custom benchmarks the most reliable for fund performance comparison.

PerformanceThe industry’s leading source of profi les and data on 10,300 active private equity fund managers, including buyout, venture capital, distressed, mezzanine, natural resources and fund of funds. This constantly updated resource includes details for all managers worldwide, with all key investment preferences and criteria included.

Fund ManagersThe leading source of intelligence on private equity fundraising. This constantly updated resource includes details for funds of all types being raised worldwide, with key information on target sizes, interim closes, placement agents, lawyers, investors, plus much more included.

Funds


Preqin’s Private Equity Online group of products are available individually, or as a unifi ed suite; providing unrivalled data and intelligence on the private equity industry.


Private Equity Online Investor Intelligence - LP Profiles

1

2

3

5

6

4

1 Key background information

5 View contact informationand details of preferred method of initial contact

2 View AUM and strategic allocation

6 See details of investment consultants used

4 Read detailed informationabout the investor’s investmenthistory and current preferences.

3

Limited Partner Profi lesPreqin’s investor data includes in-depth profi les of LPs investing, or interested in investing, in private equity - providing crucial intelligence regarding the investor universe.

Want to fi nd LPs interested in a specifi c fund type? Identify the key contacts at a specifi c fi rm? Discover a specifi c investor’s plans? Investor Intelligence can help.


1

2

3

1 See details of previous fund investments and GP relationships

3 View investors’ future investment plans, fund searches and mandates over the next 12 months

2



1

2

3

2 View co-investment preferences and deals exposure

4 Setup customized news alerts - sent straight your inbox

1 View LP portfolio performance data

5 Keep up to date with the latest, searchable investor news3 6

4

5

6



1

2

3

5

6

4

1 Filter investors by their investment plans for the next 12 months

4 Search for potential investors by fund type and regional preferences5

2 Filter fund searches by investor type and investor location3

6 View and download your results to Excel for further analysis

Private Equity Online Investor Intelligence - Fund Searches and Mandates

Fund Searches and MandatesIn addition to profi les detailing investors’ future investment plans, Investor Intelligence allows users to undertake forward look searches for specifi c investors, based upon their future fund searches and mandates. Want to identify investors that will be looking for a fund like yours in the near future? Create a potential investor target list? Investor Intelligence can help.


5

6

7

4

2 Search by key investment preferences

3

4 Search by previous fund manager investments

1 Search by investor type 5 Search by detailed investment plans

6 Keyword search 7 Add search results to target list and setup email alerts to be notifi ed of changes

2

3

1

Private Equity Online Investor Intelligence - Investor Advanced Search

Private Equity Online Investor Intelligence - Other Features

Investor Intelligence also contains co-investor details, LP league tables, as well as off ering the ability to search LPs by contact details.

Other Features

Constantly updated league tables ranking LPs by assets under management and also by allocation to private equity.

LP League Tables

Want to reach out to a specifi c LP or investment professional? Use Investor Intelligence’s contact search to fi nd the details.

Contact Search

Subscribers to Investor Intelligence are able to search for co-investors, download data, searches and other information directly to Excel, which is not available on Investor Intelligence Lite. Want to analyze the investor universe in further detail or download contacts from your target list? For this and more Investor Intelligence can help you.

Investor Intelligence - DownloadsInvestor profi les now track co-investment preferences by geography, investment type and industry - providing an overview of each LP’s co-investment strategy, plus a summary of their plans for co-investing in the next 12 months, any special conditions required for co-investing and direct contact information for key co-investor contacts.

Co-Investor PreferencesIntegration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility



1

2

4

1 View fund specifi c performance metrics - including transparent quartile rankings, historic performance and more

4 Horizon IRRs by fund type2 Compare funds versus median, pooled, money weight and average benchmarks

3 Market overview horizon statistics over one, three and fi ve year periods

3

Private Equity Online Performance Analyst

PerformancePreqin has the most extensive source of net-to-LP private equity fund performance, with full metrics for over 8,200 named vehicles.

Want to benchmark a fund? Defi ne a track record? Identify the top performing funds or GPs? Performance Analyst can help.


1

2

3

4

5

1 View fund specifi c performance metrics by GP

2 Subscribers to Preqin’s Fund Manager Profi les and Performance Analyst online services allows performance data to display on GP profi les

3 Assess metrics vs the median benchmark by fund vintage and geography / type to establish transparent quartile rankings

4 GP performance profi les feature customizable graphs to compare fund performance vs. relevant benchmarks

5 Compare vs median IRR, multiple, % called, DPI and RVPI.



1

3

2

2 Analyze the key metrics, including IRRs, multiples, called capital, DPI, RVPI and more

3 View standard benchmarks or create your own using numerous criteria

1 View each individual vintage year in your custom benchmark

4 See the constituent funds for each benchmark

6 Locate the top and bottom quartile boundaries

7 Customize by benchmark type5 Fully transparent data - view historical metrics

4

5

6

7



1

3

1 See called, distribution and returns variation through the entire lifetime of funds

3 Download the chart to Excel for further use

2 Access the PrEQIn Index, which captures the return earned by investors on average in their private equity portfolios

2




Cash Flow DataPreqin holds cash fl ow information for over 3,300 funds on a named basis. Performance Analyst gives a graphical overview of contributions, distributions and net cash fl ow for these vehicles. It is also possible to acquire Preqin’s full cash fl ow data set as an additional subscription or one-off purchase.


1

2

1 Sample Results using the Kaplan-Schoar PME methodology

2 Transparent fund level PME results for over 3,300 individual funds

Public Market Equivalent Indexes (PME)Preqin’s PME tool off ers users the KS PME, Long Nickels and the PME+ methodologies for evaluating the performance of private equity funds compared to the public market. Using cash fl ow data for over 3,300 funds, Preqin’s PME off ers both fund level and peer group comparison to a selection of public market indices, including S&P500, Russell 3000, Russell 2000, MSCI Europe and others.


Performance Analyst also contains access to PrEQIn––the industry’s fi rst quarterly performance index, custom benchmarks, as well as the ability to search performance data.

Other Features

Want to fi nd the track record of a specifi c fund manager? Performance Analyst features a detailed advanced search so users can pinpoint the returns of specifi c vehicles or sectors of the industry.

Search by Firm/FundSubscribers are able to download data, searches and other information directly to Excel, which is not available on Performance Analyst Lite. Want to analyze performance or trends in further detail? For this and more Performance Analyst can help you.

Performance - Downloads

Performance Analyst features customizable benchmarks so users can assess the performance of a variety of funds by vintage year, geographic focus, fund type and more.

Custom Benchmarks

Preqin has launched the private equity industry’s fi rst quarterly performance index. This is the ideal tool to assess how PE investments have performed against wider investment portfolios.

PrEQIn - Private Equity Quarterly IndexIntegration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility

Private Equity Online Performance Analyst - Other Features



4

1

2

34

5

6

7

8

2 Number of funds and aggregate target capital by fund type3

4 Graphs and tables are live and update when fi lters are applied

1 Overview fi lterable by regional focus

5 Filterable by year/quarter, fund type, geographic focus, and GP headquarters

7 Click to see more detail on the vehicles matching your criteria closed in each year

8 View average fund size information

6 See historic fundraising information by number of funds closed and aggregate value of capital raised

Private Equity Online Funds in Market - Fundraising Stats/Historical Fundraising

Fundraising Stats / Historical FundraisingFunds in Market shows a daily updated, fi lterable summary of funds currently in market and historical fundraising stats.

Want to quickly see how fundraising conditions have changed over time? Identify which fund types are getting the most institutional backing? Funds in Market can help.


1

2

3

4

5

Private Equity Online Funds in Market - League Tables/Fundraising Profiles

2 Click on fund names to see fundraising profi le

3 Background information and key statistics

1 Filterable by fund type, regional focus, funds closed in specifi c time periods or funds raising

4 Details of interim and fi nal closings

5 Additional details including known investors, number of investments, fund focus and use of third-party service providers

League Tables / Fundraising Profi lesFunds in Market features fi lterable league tables of the largest funds in market and individual profi les for each vehicle in market and historically closed.

Want to see who the largest players in market are? View details of a particular vehicle? Funds in Market can help.


1

3

2

4

5

Private Equity Online Funds in Market - Fundraising Momentum Tool

2 Filter your analysis by a variety of criteria including fund type, manager location, main fund focus, fund status, target size and much more

3 Download the chart and list of funds that match your criteria for further analysis

1 Analyze fundraising progress for funds currently in market and funds closed historically

4 Sort your list of funds by a variety of criteria.

5 Click through to individual fund profi les

Fundraising Momentum ToolThe Fundraising Momentum tool on Funds in Market can be used to analyze the current fundraising market and compare the fundraising progress for funds of similar strategies and sizes.

Analyze time spent on the road and the percentage of target size achieved for funds currently raising capital and for funds closed historically.

Private Equity Online Funds in Market - Other Features

Funds in Market also contains details of GPs likely to bring a new fund to market in the near future, searchable placement agent profi les, as well as details of lawyers and fund administrators.

Other Features

See which advisors are acting for which funds and see detailed listings of fund administrator and lawyer activity by fund type and region, so you can track who is most active in each market and geographic segment.

Lawyers and Fund AdministratorsSubscribers to Funds in Market are able to download data, searches and other information directly to Excel, which is not available on Funds in Market Lite. Want to analyze the fundraising market in further detail? For this and more, Funds in Market can help you.

Funds in Market - DownloadsFunds in Market also contains profi les of placement agents that work/have worked with various diff erent types of funds.

Placement Agents

Using information of uncalled capital commitments and previous fund vintages, it is possible to search for GPs that are likely to be coming back to market soon.

Fundraising Outlook

Integration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility



1

2

5

6

1 Key background and staff information

5 View details of funds closed and those currently in market

4 In-depth investment preferences and details of GP expertise

2 View fundraising statistics and dry powder information

6 Breakdowns of use of lawyers and placement agents

3 Strategic approach and current investment details

4

3

Private Equity Online Fund Manager Profiles - GP Profiles

GP Profi lesFund Manager Profi les features detailed profi les of private equity GPs - providing key insights into the fund manager universe.

Want to identify GPs with a specifi c strategy? Reach out to the key contacts and decision makers at a fi rm? Conduct market research? Fund Manager Profi les can help.


1

2

3

4

5

1 Subscribers to Performance Analyst can view GP fund performance data

2 Subscribers to Buyout Deals Analyst or Venture Deals Analyst can view relevant deal information

4 Subscribers to Investor Intelligence can click through to access LP profi les3

5 See details of known investors in specifi c funds or investors in the GP

Private Equity Online Fund Manager Profiles - GP Profiles


1

3

2

2 Search by industry and location of GP

3 Search by portfolio company criteria

1 Search by investment type

5 GP specifi cations 6 Keyword search4 Investment criteria search

4

5

6

Private Equity Online Fund Manager Profiles - Advanced Search

Advanced SearchSubscribers to Buyout Deals Analyst and/or Venture Deals Analyst can search by deal activity.

Private Equity Online Fund Manager Profiles - Other Features

Fund Manager Profi les also contains dry powder summary, GP league tables, and a target list system.

Other Features

Constantly updated league tables ranking GPs by total funds raised over the past decade or levels of dry powder.

GP League Tables

Subscribers to Fund Manager Profi les can also view live summaries of industry dry powder, fi lterable by fund type, size, and geographic focus.

Dry Powder Summary

Want to keep track of changes to a particular GP and be updated whenever profi le changes occur? Subscribers can manage a GP target list and receive email alerts.

Target ListsSubscribers to Fund Manager Profi les are able to download data, searches and other information directly to Excel, which is not available on Fund Manager Profi les Lite. Want to analyze the GP universe in further detail or download contacts from your target list? For this and more Fund Manager Profi les can help you.

Fund Manager Profi les - DownloadsIntegration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility



1

2

4

5

6

1 Overview fi lterable by region 4 Filterable by time period

6 View average VC deal size information.

2 Number and value of VC deals over time

5 See detailed breakdowns of number and aggregate value of VC deals.


3

Private Equity Online Venture Deals Analyst - Market Overview

Market OverviewVenture Deals Analyst features a helpful and constantly updated summary of the venture capital deal market.

Want to quickly see how the market has changed over time? Identify which investment stages are seeing the most capital? Find out which industries or geographic areas are popular with GPs this quarter? Venture Deals Analyst can help.


1

2

4

56

7

1 Key background info 4 Search by portfolio company or investor

6 Highly detailed search criteria, including date, deal size, industry, location of both portfolio company and investor

2 Deal specifi cs, including fi nancing, stage and investor info

5 Fully integrated to the wider Private Equity Online suite of online products track an investment throughout

3 Service provider details

7 Search by keyword

Venture Deal Profi lesVenture Deals Analyst allows users to search our constantly growing database of worldwide venture capital deals.

Want to see details of a specifi c deal? Conduct market research on deals within a specifi c industry, investment stage or region? Venture Deals Analyst can help.

3

Private Equity Online Venture Deals Analyst - Venture Deal Profiles


1 Filterable by time period 4 View the most recent venture capital deals and exits

6 Access further details by clicking on the relevant fi rm name

2 Access the Deals Analyst profi le for the fi rm by clicking on their name

5 Quick details of investment stage and involved investors

3 Subscribers can download details to Excel (not available on Lite)

1 3

2

4

5

6

League TablesVenture Deals Analyst features constantly updated league tables showing the key players in the venture capital deals market.

Want to see the largest VC deal? Identify which venture capital fund managers have been most active in a particular time period? Review the most recent VC deals and exits in your fi eld? Venture Deals Analyst can help.

Private Equity Online Venture Deals Analyst - League Tables

Private Equity Online Venture Deals Analyst - Other Features

Venture Deals Analyst also contains details of venture capital exits, deal service providers, as well as off ering full integration with your other Preqin Private Equity Online subscriptions. Subscribe to Venture Deals Analyst as an add-on to Fund Manager Profi les.

Other Features

Venture Deals Analyst is the perfect accompaniment to Buyout Deals Analyst and acts as an integrated module in Preqin’s Private Equity Online suite of products. Subscriptions to multiple products allows users to track capital from LP to fund manager through to deals and eventual exit.

Integration with Private Equity OnlineVenture Deals Analyst profi les show which advisors are used by which GP in deals. See which third-parties provide services and whether they acted on behalf of the buyer or the seller on the transaction.

Service Providers

Preqin is continually sourcing exit details, allowing users to track investments in portfolio companies from initial investment to exit.

Venture Capital Exits

Subscribers to Venture Deals Analyst are able to download data, searches and other information directly to Excel, which is not available on Venture Deals Analyst Lite. Want to analyze the deal market in further detail? For this and more Venture Deals Analyst can help you.

Venture Deals Analyst - DownloadsIntegration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility



1 Overview fi lterable by region

5 See detailed breakdowns of number and aggregate value of buyout deals.

4 Filterable by time period2 Number and value of buyout deals over time

6 View buyout exit breakdown


1

3

2

5

4

6

Private Equity Online Buyout Deals Analyst - Market Overview

Market OverviewBuyout Deals Analyst features a daily updated overview of the private equity-backed buyout deal and exit market.

Want to quickly see how the market has changed over time? Identify exit trends? Find out which industries, deal sizes or geographic areas are popular in a specifi c time frame? Buyout Deals Analyst can help.


1

2

3

4

5

1 Access key information on a GP’s buyout deal activity when you add Buyout Deals Analyst to Fund Manager Profi les

5 View details of specifi c transactions - click on portfolio company name for further details fi lterable by active, realized or overall deals

4 Deal breakdown graphs by investment type, location, industry and size

2 Deal history by year 3 Transaction fi nancial detailsBuyout Deal Profi lesBuyout Deals Analyst allows users to search our constantly growing database of worldwide private equity-backed buyout transactions.

Want to see all the deals bidded for, or completed, by a specifi c GP? View details of a specifi c deal? Conduct market research on deals within a specifi c industry, value band or region? Add Buyout Deals Analyst to your Fund Manager Profi les subscription to access all this key information.

Private Equity Online Buyout Deals Analyst - Buyout Deal Profiles


1

3

2

2 Co-investment information 3 Key background info on portfolio companies

1 Details of service providers broken down by transactions - fi nancial and legal advisors, debt fi nancing, and mezzanine providers

4 Deal specifi cs including investment type and investor info

5 Service provider details

4

5

Private Equity Online Buyout Deals Analyst - Buyout Deal Profiles


4

5

6

1 3

2

1 Filterable by time period

5 Quick details of investment type and involved investors

4 View the most recent private equity-backed buyout deals and exits

2 Access the Deals Analyst profi le for the fi rm by clicking on their name

6 Access further details by clicking on the relevant fi rm name

3 Subscribers can download details to Excel (not available on Lite)

League TablesBuyout Deals Analyst features constantly updated rankings of key industry deal makers and the largest transactions in the private equity-backed buyout market.

Want to see the largest deal this year? Identify the leading third party advisors? Review the latest transactions? Buyout Deals Analyst can help.

Private Equity Online Buyout Deals Analyst - League Tables

Private Equity Online Buyout Deals Analyst - Other Features

Buyout Deals Analyst also contains details of exits, deal service providers, as well as off ering full integration with your other Preqin Private Equity Online subscriptions. Subscribe to Buyout Deals Analyst as an add-on to Fund Manager Profi les.

Other FeaturesSubscribers to Buyout Deals Analyst are able to download data, searches and other information directly to Excel, which is not available on Buyout Deals Analyst Lite. Want to analyze the deal market in further detail? For this and more Buyout Deals Analyst can help you.

Buyout Deals Analyst - Downloads

Alongside the exit market overview, Buyout Deal Analyst also features searchable exit details.

Buyout Exits

Buyout Deals Analyst is the perfect accompaniment to Venture Deals Analyst and acts as an integrated module in Preqin’s Private Equity Online suite of products. Subscriptions to multiple products allows users to track capital from LP to fund manager through to deals and eventual exit.

Integration with Private Equity Online

Buyout Deals Analyst profi les show which advisors are used by which GP in deals. See which third-parties provide services and whether they acted on behalf of the buyer or the seller on the transaction.

Service Providers

Integration options currently available for users of AlternativeSoft, Salesforce or Backstop, with data including Private Equity and Hedge Fund Investor and Performance data. Additional data and asset class coverage as well as functionality for users of Netage, Imagineer Clienteer and FolioMetrics expected soon.

CRM Compatibility


private equity online product...

Documents