Neo Brainstorm

🗣 Investors

🗣 Fund Service Providers

🗣 Fund Managers

How can Preqin be
more effective?

Challenges

Networking with LPs

Being time-efficient

Capital Raising (Fundraising)

Too much data input

Access to leads (daily)

Finding relevant investor contacts

Obtaining up-to-date info

Refined search

Add AUM...

Add date ➡ fund commitments

Accurate contact info

Family Office / Wealth Advisor exposure

Daily update of user's leads

Increase visibility
to potential Investors

Increase visibility to
potential Fund Managers

Data Contribution

Data Contribution

How? By issuing metrics that represents proportional exposure on the site - i.e. metrics: Followers (sim. to YT subs) and Data Quality Score (sim. to Uber star-rating)


(Machine Learning:
Automate Data Contribution
by info extracting tear sheets)

(Machine Learning:
Automate Data Contribution
by auto-detecting tear sheets, Quarterly Updates, Investor Committee Meetings, SEC Filings: 5500s, 990s)

How? By issuing a metric
that represents proportional
exposure on the site (i.e.
metric: Followers and Data Quality Score

Data Quality Score & Calculation
"Process" - 1. We have a repository that collects incoming tear sheets

  1. AI / ML scans tear sheets and inputs Preqin profile-related tear sheet data (recent investments, performance metrics, etc.) and updates profile
  1. After update, ML (w/ "supervised learning" can be implemented to determine Data Quality Score (DQS). Data Quality Score is calculated by different weighted variables: a) frequency of updated information, b) amount of data contributed, c) amount of relevant data contributed, d) We can offer guidelines to the user on how to attain a high DQS score
  1. What will make them keep coming back? DQS is a depreciating metric over time (sim. to an options contract). Since DQS is a driver of profile visibility, funds managers need to continue updating information.

Extra incentive?: To further drive data contribution, if DQS attains a certain score - i.e. 4 out of 5, we can provide additional service (expedited client-side assistance, exclusive access to additional reports, custom presentation tools etc.).


However, If DQS dips below 4 out of 5, then the user will lose their additional services


If additional services are worth maintaining a high DQS, then the incentive plan can reinforce customer loyalty to continue data contribution

Similar to Fund Manager "Process"


🖥 Platform

Preqin Search Topics

Fund Profiles

League Tables

Deal Data

Manager Profiles

Performance Metrics

News / Trends / Research Reports

LPs based off of sector / geo-location

Newsletters

Future plans / Contacts

Search

Incorporate NLP or establish AI / ML within our search bar
Have the search bar able to not only suggest single-specific-query searches such as "fund name, fund manager, investor", but to also accept multiple search arguments - ie. "2010 North American private equity funds that focus on Natural Gas" ==> ([Vintage Year], [Geo-location], [Asset Type], [Industry Focus]

Fund Profiles

Consolidation
Current status of our platform is that we have 3 separate profiles (fund manager, fund performance, and investor profiles) - This structure leads to redundant information - consolidate to one platform where the user can view all 3 options without going through additional searches, accordions, etc.

Preqin Survey Results

Followers are generated by users "subscribing" to their profile ; the more followers, the more exposure their profile receives


Benefits of trying to gain
greater visibility on Preqin

Profile data is up-to-date

Appropriate contacts would be up-to-date

Since followers / DQS metrics are publicly shown on their profile, networking opportunities would be efficient and help develop platform trust

🗣 Academic

Dashboard

Dashboard Memory
As a user is viewing profiles, creating searches, exporting data, etc., AI in the background is developing user habits on what the user frequently searches and suggests options on the next log-in session. - "If a business dev has been searching for contact leads during the last 5 login sessions - the next login could suggest 3 contacts from different funds that the user has not seen before"

Networking

Analytics