Preqin 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. Lionpoint Group is a Certified Implementation Partner and offers an array of services around the Preqin Solutions product suite.

Key Features

  • Full integration: Preqin’s market-leading performance analyst module grants accesses to information on more than 8500 funds, allowing for the benchmarking of individual fund performance against the wider market
  • 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 the fund
  • File repository for archiving documentation
  • Personalised 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

Speak to us about your Preqin Solutions project

Our Expertise

Certified Implementation Partner: Lionpoint Group is a certified implementation partner for Preqin Solutions. We define the optimum solution design and support from project planning and phasing through configuration, data migration, report development, testing and final go live

Project Management: ensure that project activities are managed, controlled, coordinated, supervised, and focused on the goals and objectives of the project

Business Analysis: Documentation of all design decisions and the new operating model leveraging the software and developing and executing test plans

Data Migration: Supporting the data migration process, from data cleansing to population of data import templates and ultimately testing of that data in the new system

Reporting Design and Configuration: We understand the platform’s capabilities, helping client’s determine the most appropriate reporting strategy for their business - building custom reports by function or business role.