Preqin for Excel

by Preqin Ltd

(2 ratings)

Focus your time on analyzing the data, not pasting it into Excel

Save time and resources with direct access to Preqin data in Excel

- Boost your productivity and ensure your Excel reports use the latest data with Preqin for Excel.

Instantly sync your Preqin Saved Searches, Target Lists, and Custom Benchmarks. Seamlessly

update individual cells with specific Preqin datapoints with our powerful Formula Builder,

eliminating the need to navigate between your spreadsheets and Preqin Pro.

Harness Preqin data directly from Excel

- Easily access and update your Excel spreadsheets, reporting dashboards, and financial models to

optimize your daily workflows.

Quick and easy set up

- Get set up in minutes with a simple three-step installation that doesn’t require a technical team.

Save valuable time with an easy-to-use, yet powerful Formula Builder to instantly access Preqin


Increase productivity

- Eliminate time-consuming, error-prone manual updates when importing data into Excel. Safeguard

your analysis with an audit trail on data source and edits.

What’s included

Saved Searches

- Import a fresh list of results from your most frequently run searches saved in Preqin Pro

directly into a new sheet on your Excel spreadsheet.

Target Lists

- Sync your business development spreadsheet with the target lists you created on Preqin

Pro. Stay up to date with the latest data changes on key contacts and their preferred

method of contact.

Custom Benchmarks

- Keep your performance analysis spreadsheet and Excel reporting dashboard up-todate

by importing the latest data from your Preqin Pro custom benchmarks, including

constituent funds and their performance metrics.

Formula Builder

- Quickly build formulas to easily update your financial models with the latest Preqin data

directly from your all-important Excel spreadsheet.

Preqin for Excel requires a Preqin Pro subscription. For more information please contact your dedicated Preqin Account Manager or get in touch via to request a demo and see first-hand why 180,000+ alternative assets professionals rely on Preqin to make data-driven decisions throughout the investment lifecycle.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance