Preqin and DealCloud: 3 data management use cases


The integration of Preqin’s data and intelligence through DealCloud’s third-party data management platform, DataCortex, enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. The data management platform features allow dealmakers to easily run detailed reports, analyze industry trends, and evaluate potential synergies — all within the same hub where deals originate and relationships are managed.


Through DealCloud’s partnership with Preqin, dealmakers can populate DealCloud with Preqin’s curated investor profiles, investment criteria and allocations, firm information, and up-to-date contact details. Perhaps most importantly, this data management platform integration enables firms to populate their DealCloud CRM with Preqin data, creating a centralized location for the firm’s capital markets data.


In this article, we address the unique challenges dealmakers face when managing data and how you can overcome these challenges and achieve success by leveraging DealCloud’s data management platform.

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1 – Unify your data sources

To remain competitive in today’s dealmaking landscape, dealmakers have oriented their key decision-making activity around a combination of proprietary and third-party data. In response to increasing competition, dealmakers are now tasked with streamlining operations and saving time wherever possible, especially when it comes to data entry.


Leveraging DealCloud’s integrated data management platform allows dealmakers to manage proprietary and third-party data within one unified view, and — more importantly — empowers capital markets firms to transform their data into institutional knowledge.


DataCortex is purpose-built for deal professionals across all capital markets, providing dealmakers with multiple data and content sources they can leverage to enrich and augment their firm’s unique and proprietary data. This powerful combination of owned and outsourced data enables firms to move quickly on deals and opportunities.


Every day, DealCloud users use DealCloud DataCortex and Preqin data to maximize their existing investments in our technology by saving time and effort switching between platforms, uncovering intelligent insights into target markets, and identifying the best industry participants to work with. Within DataCortex, Preqin data is updated in real-time, providing dealmakers with access to the most up-to-date information at their fingertips. DealCloud’s data management platform also provides a single source of truth across all team members and acts as the central hub for all data.

2 – Develop customer insight reports and personas

Changes in the market occur every day, making it hard to keep track of data in real-time. Sparse, incomplete data sets lead to errors and missed opportunities; when dealmakers don’t have access to the data they need, they can’t source and execute on deals effectively.


Today’s most successful capital markets firms rely on DealCloud  to inform their decision-making and strategy development. With transactions constantly evolving, dealmakers need real-time data that helps them zero in on the most time-sensitive and high-priority items. DealCloud’s data management platform unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. 


Best-in-class firms leverage the powerful combination of the DealCloud DataCortex data management platform and Preqin data to discover investors who are a perfect fit for each fund based on their unique preferences and restrictions. They also seamlessly track these relationships with DealCloud’s best-in-class pipeline management technology.


Leveraging DealCloud’s data management platform allows dealmakers to maintain visibility on the market and inform investment decisions. Much like the data management platform, DealCloud’s marketing solution, Dispatch, enables you to use data and analytics to inform your decision making. Using Dispatch, you can view email campaign activity, performance metrics, analytics, and more within your existing DealCloud instance. This integration makes it easier than ever for team members to gather a full and transparent view of every deal and every relationship.


3 – Supercharge your relationship management

With competition and dry powder more prevalent than ever, it’s critically important for professionals in the capital markets to keep their strategies close and their relationships closer.


Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tools for the job. DealCloud’s CRM and data management platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. Combined with DealCloud’s tools for pipeline management and fully integrated marketing suite, fundraisers, relationship managers, and dealmakers are well-equipped to outperform the competition.


By integrating Preqin data into DealCloud via the DataCortex data management platform, clients can easily search for a firm by name, find it in Preqin, and then match that company and its contacts to its own proprietary record for that same firm, providing an easy way to validate data in seconds. Similarly, a full list of contacts or companies can be matched and linked in bulk, making routine data health checks seamless and less time-consuming. DealCloud’s data management platform provides dealmakers with a real-time view of their proprietary data alongside Preqin’s investor data, seamlessly connecting what would otherwise be two disparate and disconnected platforms.


DataCortex: DealCloud’s data management platform in action

No matter what part of the investment lifecycle you focus on, Preqin’s integration with DataCortex harmonizes every data set that your firm owns. The outcomes? Better company, advisor, sponsor, and LP coverage; more efficient deal execution; and increased industry coverage. DealCloud’s data management platform is custom-fit for the complex relationships and transaction structures at capital markets firms and adapts to the unique ways each firm works.

If you are a private equity firm leveraging DealCloud and Preqin subscriptions, seeking deeper insights into the institutional investor landscape, frustrated with time-consuming data entry processes across platforms, or raising private funds in the future, DealCloud DataCortex powered by Preqin is the modern solution you need to work smarter.

If you’d like to learn about Preqin’s data integration into the DealCloud data management platform and see the tool in action, schedule a demo.

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Olivia Simons

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