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Preqin Pro from Preqin
Comprehensive market intelligence, competitor and peer fund database, fundraising trends, product innovation tracking, custom reporting and sector analysis for private equity, hedge funds, and other alternatives.
Product analysis by function
Competitive Intelligence Platforms for Product Development & Management
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Data Coverage & Sources
(0 Yes /0 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
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Market Breadth Number of geographies or markets monitored by the platform. |
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Historical Data Depth Length of historical data available for analysis. |
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Frequency of Updates How often new data is ingested and made available for analysis. |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
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Definable Peer Groups Customization of peer groups for focused comparison. |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
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Analytics & Benchmarking
(0 Yes /0 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
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Market Intelligence & Alerts
(0 Yes /0 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
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Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
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User Experience & Interface
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
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Mobile Compatibility Usable on mobile devices and tablets. |
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Language Localization Supports multiple interface languages. |
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Data Visualization Options Number of different chart or visualization types supported. |
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Personalized Views Users can save and share their own workspace setups. |
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Accessibility Features Support for users with different accessibility needs. |
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Contextual Drill-down Can move from summary to underlying data in one click. |
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Speed of Interface Average time to load primary dashboard views. |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
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Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
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API for Data Sharing Ability to send data out of the platform via an API. |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
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Version History on Reports Maintains change logs on collaborative documents. |
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Permission-Based Sharing Set access level for internal/external recipients. |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
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Track Recipient Engagement See who opened or engaged with shared insights. |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
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Technical Architecture & Integration
(0 Yes /0 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
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Latency for API Data Retrieval Average time to return data from API calls. |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
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Scalability How well the platform scales with increasing users and data. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
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Audit Logging Tracks every action or change for forensics and compliance. |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
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User Role Management Flexible assignment of user rights and access by role. |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
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Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
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Configurable Workflows Support for client-specific workflow automation. |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
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Plug-in API API for developing custom plug-ins or modules. |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
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Support & Training
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Live Customer Support Access to chat, phone, or email support in real-time. |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
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Implementation Services Guided onboarding and setup assistance. |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
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Training Workshops Classroom, virtual, or recorded training sessions. |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
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Community Forum Users can interact and share solutions and workflows. |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
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Multi-language Support Support team can provide help in multiple languages. |
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Pricing & Commercial Model
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
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Pay-as-you-go Option Usage-based billing models are available. |
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Free Trial Availability Prospective users can try the full product before purchasing. |
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Contract Flexibility Supports both short-term and annual contracts. |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
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