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Portfolio Monitoring

Access the actionable insight you need to grow companies with centralized and accurate data. With Preqin Solutions' Portfolio Monitoring software, automate portfolio review, monitor key initiatives, and get alerted to potential issues before they arise.

Spend time understanding your data, not collecting it

Eliminate the manual work that it takes to gather the data you need – from granular asset-level metrics to fund overviews. React faster with notifications of updates and changes to portfolio companies and funds.

Automate data gathering with portfolio monitoring software
Access validated data at your fingertips with Preqin Solutions portfolio monitoring software

Access validated and accurate data at your fingertips

Store validated mission-critical files, deal documents and policies in a centralized repository. Extract this data directly into existing models or LP reports using the cloud or Excel Live Link.

Enhance your reputation

Standardize processes and audit chains eliminate inconsistencies and mistakes, ensuring your operational integrity is never questioned.

Enhance your reputation with standardized portfolio monitoring processes
Streamline LP reporting processes with business intelligence tools

Be aligned to your LPs

Build closer and more effective relationships with your investors. Articulate your fund story, promote transparency and adhere to regulations with intelligent tools and detailed custom reports.

Find out how

Preqin Solutions can help streamline portfolio monitoring and LP reporting processes.


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