Excel Plugin | Preqin

Save time by accessing Preqin data directly from Excel

Boost productivity and ensure your Excel reports use the latest data with the Preqin Excel plugin. Sync your Preqin Saved Searches, Target Lists, and Custom Benchmarks to Excel in the click of a button and leverage Preqin’s range of pre-built and fully customizable templates.

Why choose the Excel plugin to access Preqin data?

Harness Preqin data directly from Excel

Easily access and update Preqin data in your Excel spreadsheets, reporting dashboards and financial models.

Quick and easy set-up

Get set up in minutes with a simple 3-step installation that doesn’t require a technical team, and easily refresh the data any time you need to.

Increase productivity

Eliminate time-consuming, error-prone manual data updates, and safeguard your analysis with an audit trail on data sources and edits.

Discover how our Excel plugin can help you

Frequently asked questions

Which Preqin datasets are available with the Excel plugin?

Preqin for Excel supports Saved Searches, Targets Lists, and Custom Benchmarks via the Data Loader function, as well as investor, fund, fund manager, performance, investment consultant, and companies & deals data via the Formula Builder.

We plan to expand this list with more datasets and features in future iterations.

Who can access Preqin data via the Preqin Excel plugin?

Preqin for Excel is available to Preqin customers with a full download subscription. If you are interested in upgrading your Preqin package or becoming a Preqin customer, please contact your relationship manager, fill in the form above, or contact us via info@preqin.com.

How can I download the Preqin Excel plugin?

The Preqin Excel plugin is available via the Microsoft store.

How can we help you?

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