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Take full advantage of new Collaboration features in Preqin Pro

Working as a team is often critical to maximizing the success of day-to-day business, with productivity, innovation and good investment decisions all relying on effective collaboration.

With this in mind, we’ve been making improvements to Preqin Pro to help you more seamlessly share what you find on the platform with your team members.

As new collaboration features are released, the platform is quickly evolving to help you align and work with your colleagues more efficiently. The following features have already been released to help you do just that:

Share a copy of a custom benchmark

In the latest development we’ve made it possible for you to share a copy of your custom benchmark with your colleagues. Simply go to your custom benchmark in Preqin Pro and navigate to Manage My Benchmarks. Click on the sharing icon in the Actions column. This will generate a pop up screen from which you can select a colleague, similar to the process of sharing a copy of a target list.

Share a copy of a target list

Identifying your target group is important when committing resources to any activity and so we’re making it easier to distribute this critical information by enabling you to share a copy of your target list with a team member.

To do this, simply go to My Target Lists for an overview of your created lists. From here, in the Actions column click on the new sharing icon to share a target list.

The icon will surface a pop up allowing you to select one or more colleagues from the drop-down list to share your targets with. Once you’ve made your selection, click the Share button.

The system automatically notifies your colleagues by email that you have shared a target list with them. Once shared, the recipient owns the copy received and can make changes to the target list as they see fit.

Please be aware, you can only share target lists with Preqin Pro users within your firm.

Share a fund/firm profile

Beyond sharing target lists, you can now also share individual profiles, enabling you to distribute valuable information to your colleagues via email, directly from the Preqin Pro platform.

To make use of this new feature, click on the sharing icon within a profile (next to firm/fund title).

From here, an overlay message will appear, giving you the ability to type in recipients’ details and email text. Once you’ve chosen your contact and written you message, click on the Share button:

The email will be automatically generated from your inbox for review and final send.

Please be aware, like the target lists, you can only share profiles with Preqin Pro users within your firm.

Help us help you?

If you’ve used these features and would like to share feedback to further improve the value they can deliver, then let us know by getting in touch here.

What’s next?

We’re continuously enhancing the Pro platform enabling you to collaborate more effectively with your colleagues. In our next release we’re making it possible for you to share even more custom benchmarks and target list functionalities with your team members. Keep an eye on this blog to stay-up-to-date.

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