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Case Studies

XSML Capital Business Case

An impact investment fund manager focused on Central and East Africa deploys Preqin Solutions to increase operational efficiencies. The Challenge: The firm spent time manually combining spreadsheets and lacked one standardized source of truth about its portfolio companies. Before implementing Preqin Solutions, XSML used Excel and Word to track multiple …Read More

FengHe Group Business Case

A leading Asia-based private equity firm deploys Preqin Solutions’ flagship modules to enhance performance and increase operational efficiencies. The Challenge: Considerable time spent on manual processes Before implementing Preqin Solutions, FengHe relied purely on Excel-based valuation models for each portfolio company across a range of funds it managed. The number of portfolio companies and the different …Read More

Bridgeport Capital Business Case

David Plumridge, Managing Director at Bridgeport Capital, tells us how Preqin Solutions sped-up the reporting process and improved the quality of presentations at the firm. Challenge The situation before we implemented Preqin Solutions was quite manual. It was Excel- and email attachment-based, and it required a lot of physical processes. At the end of each …Read More

Palatine Private Equity Business Case

The Palatine Challenge In managing and reviewing the performance of its portfolio, Palatine Private Equity (PPE) had become overdependent on its deal team members, which limited fund-level co-operation and control. Data collection and monitoring was cumbersome and limited in scope, utilising Excel-based summaries of KPIs by company, transposed from PDFs and other reports. Though …Read More

IK Business Case

The challenge In 2006, IK began the search for ways to streamline and enhance the reporting process between the various elements of the partnership’s management structure and the preparation of key high-level information from portfolio companies. There were two key drivers: firstly, a desire for greater efficiency, uniformity and frequency in the reporting process; …Read More

Apax Business Case

Apax was looking for a cloud solution to abandon a file based (Excel) approach and streamline the entire Portfolio Management process. Thanks to Preqin Solutions they improved their efficiency, transparency, collaboration and visibility of their Portfolio companies. Apax has created a scalable platform for further developments, which include web based valuation, …Read More

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