What Preqin Solutions does

Preqin Solutions is documented in firmographic records as a privately-held, London-headquartered software firm founded in 2005, offering cloud-based portfolio management and reporting solutions to Private Equity and Venture Capital firms, with a workforce listed in the 11-50 range. The detailed supporting input corpus describes a substantially broader platform operating under the Dynamo Software, Inc. brand with US incorporation and global operations; this discrepancy is noted and the descriptive content below reflects the platform documented in the data, which appears to be either an alternate brand or a closely-related operating entity within the alternative investment software industry. The platform follows a unified architecture connecting portfolio monitoring, performance tracking, valuations, fund accounting, CRM and deal management, portfolio management, ESG tracking, and investor reporting within a single integrated system.

The technical stack centers on an AI assistant branded as DynamoAI that automates data extraction from PDFs and presentations with claimed precision and supports both GP and LP workflows. Native integrations with Preqin, CapIQ, and Bloomberg provide third-party data interoperability, while a RESTful API and Excel Add-in extend custom workflow integration. The product catalog comprises DynamoAI for GPs and LPs, CRM and Deal Management, Investor Relations, Investor Portal, Fundraising and Marketing, Portfolio Monitoring and Valuation (PMV), Fund Accounting, Fund Administration Services, Research Management Software, Portfolio Management Software, Dynamo Data Automation, HoldingsInsight, and ESG. Mobile applications exist for both iOS and Android.

The go-to-market is an enterprise field sales motion built around a consultative sales process and "Request a Demo" calls-to-action. Pricing is quote-based annual subscription, likely tiered on assets under management or fund complexity though no tiers are publicly disclosed. Target customers span private equity, venture capital, real estate, infrastructure, hedge funds, funds of funds, emerging managers, limited partners and allocators, traditional asset managers, and fund administration service providers. Marketing relies on a content-driven mix of white papers, case studies, webinars, newsletters, blog posts, AI-readiness assessment tools, and industry events. The company is actively hiring and maintains a Trust Center, signaling institutional-grade security and compliance positioning.

Name

Preqin Solutions

Legal name

Dynamo Software, Inc.

Website

https://preqinsolutions.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Preqin Solutions provides cloud-based portfolio management and reporting software for private equity and venture capital firms. The platform unifies portfolio monitoring, valuation, fund accounting, CRM, investor relations, and ESG workflows, with AI-powered document extraction serving institutional GPs and LPs.

Ownership category

akta.pro rank

Product category

Alternative Investment Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

Keywords

• Portfolio management software
• Private equity software
• Venture capital tools
• Valuation software
• Fund accounting

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Cloud-based software platform offered as SaaS subscription for portfolio monitoring, valuation, and related fund management functions. Pricing likely tiered based on assets under management or fund complexity.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Preqin Solutions offers cloud-based portfolio management and reporting software solutions for Private Equity and Venture Capital firms. The platform unifies portfolio monitoring, performance tracking, valuations, accounting, CRM, portfolio management, ESG, and investor reporting within one integrated system, supported by AI-powered data extraction from portfolio company documents.

Product overview

Dynamo Software offers a unified platform-plus-modules architecture for alternative investment management. The core platform connects portfolio monitoring, performance tracking, valuations, accounting, deal management CRM, portfolio management, ESG, and investor reporting within one integrated system. Key modules include: DynamoAI (built-in AI assistant for GPs and LPs), CRM & Deal Management, Investor Relations, Investor Portal, Fundraising & Marketing, Portfolio Monitoring & Valuation (PMV), Fund Accounting, Fund Administration Services, Research Management Software, Portfolio Management Software, Dynamo Data Automation, HoldingsInsight, and ESG.

Differentiator

Problem solved

Functional benefit

Brands

• DynamoAI: AI-powered platform for GPs and LPs that automates data collection, tagging, extraction, and insights.
• DynamoPMV
• Dynamo Data Automation
• HoldingsInsight

Products and services

• Portfolio Monitoring & Valuation (PMV) Comprehensive portfolio monitoring and valuation solution that automates data collection, streamlines valuations, standardizes KPIs, and accelerates review workflows for private equity, VC, and direct investment teams.
• DynamoAI AI-powered assistant that automates data collection, tagging, extraction, and insights from PDFs and presentations. Available for both General Partners (GPs) and Limited Partners (LPs).
• CRM & Deal Management Deal sourcing and management capabilities integrated within the unified platform for private equity and venture capital teams.
• Investor Relations Manage investor communications, reporting, and relationships within the integrated platform.
• Investor Portal Secure portal for limited partners to access portfolio data, documents, and reporting.
• Fundraising & Marketing Tools for fund marketing, investor prospecting, and fundraising workflow management.
• Fund Accounting Accounting functionality that stays in sync with valuation outputs and connects to the unified platform.
• Fund Administration Services Professional fund administration services for alternative investment firms.
• Research Management Software Software for managing investment research and market analysis workflows.
• Portfolio Management Software Portfolio management capabilities within the unified platform.
• Dynamo Data Automation AI-driven data automation that transforms portfolio monitoring and performance analysis, working in conjunction with Portfolio Monitoring & Valuation (PMV).
• HoldingsInsight Holdings analysis and insights tool for portfolio companies.
• ESG ESG (Environmental, Social, Governance) tracking and reporting capabilities integrated into portfolio monitoring.

Quantifiable outcome

• Significantly faster reporting cycles through automated data collection and validation
• +1 more outcomes

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature9 records

Partnerships

Three partnerships are on record, tiered core.

• PreqincoreTechnology or IntegrationPreqin is integrated as a third-party data provider within Dynamo's platform. Dynamo connects to Preqin's data to provide comprehensive fund and investment intelligence within the portfolio monitoring and valuation workflow. This integration enables users to access Preqin's alternative assets data directly within Dynamo.
• CapIQ (Capital IQ)coreTechnology or IntegrationCapIQ is integrated as a third-party data provider enabling access to financial data and analytics within Dynamo's platform for portfolio monitoring and valuation purposes.
• BloombergcoreTechnology or IntegrationBloomberg terminal data is integrated into Dynamo's platform providing real-time financial data and market information to support portfolio monitoring and valuation workflows.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Juniper Square: Investor relations, fundraising, and portfolio reporting software focused on private equity, venture capital, and real estate GPs and their LPs — a focused peer in the alt-asset reporting and investor portal workflow.
• Allvue Systems: Alternative-investment software platform serving PE, VC, private debt, real estate, and fund administrators with portfolio monitoring, fund accounting, and investor reporting — a direct peer in target customer and product breadth.
• Carta: Cap table, equity management, and fund administration platform used by VC and PE-backed companies and emerging managers, with adjacent LP/portfolio workflows that overlap with parts of the subject company's offering.
• Dynamo Software: Direct competitor offering a unified cloud platform for PE, VC, FoF, real estate, hedge fund, and LP workflows, including portfolio monitoring, valuations, fund accounting, CRM, IR, and ESG. Closest functional overlap to the subject company across product scope and target buyer.

Broad incumbents

• Yardi Systems: Enterprise software for real estate investment, asset, and property management. Highly comparable for real estate and infrastructure PE clients, though the broader real-estate vertical is its primary focus.
• eFront (BlackRock): Long-established PE/real assets/infrastructure portfolio monitoring and reporting platform, now owned by BlackRock, serving institutional GPs and LPs. Comparable in core use cases but operates as part of a much larger asset-management parent.
• MRI Software: Enterprise software for real estate, investment, and asset management, including portfolio and investor reporting. Comparable for the real-estate and infrastructure segments of the subject company's customer base.
• Finastra: Large-scale financial software vendor serving banks, asset managers, and capital markets participants; competes adjacent to the subject company in fund and investment-management workflows as part of a broader portfolio.
• SS&C Technologies (Advent / iLevel): SS&C's Advent and iLevel offerings provide portfolio management, fund accounting, and reporting for alternative asset managers, competing broadly across the same workflow as the subject company within a much larger financial-software portfolio.

Emerging players

• AppFolio: Cloud software for real estate and investment management operators, with overlapping workflows in portfolio and investor reporting for smaller real-estate investment managers that compete at the lower end of the same buyer base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/preqinsolutions
• LinkedInlinkedin.com/company/preqin-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Preqin Solutions