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Preqin integration

Connect

Preqin

to AI agents.

Connect Preqin's comprehensive alternative investment data to V7 Go's AI agents to automate fund performance analysis, due diligence workflows, and market research.

Data Source

Preqin

Connect Preqin to V7 Go and automate alternative investment research, fund performance analysis, and due diligence workflows to accelerate investment decisions.

Finance & Investing

Fund Performance Analysis

Due Diligence Automation

Market Research

AI Agent

AI Investment Analysis Agent

Automate your investment research process. This V7 Go agent synthesizes earnings calls, analyst reports, and SEC filings to build bull/bear cases and generate ideas.

Annual Reports

10-Q Filings

Board Meeting Minutes

Destination

Select app below

Microsoft Excel

Google Sheets

Salesforce

Gmail

Notion

Slack

Microsoft Teams

Google Slides

Zoom

Asana

monday

Tableau

Explore 400+ more

Featured workflows

A library of

Preqin Workflows

ready to operate

Select from a library of pre-built AI agents to power your Preqin workflows.

Popular workflows

From

Microsoft Excel

Preqin

with

Agents

Preqin + Excel

Export fund performance data and analysis to Excel for detailed financial modeling.

From

Salesforce

Preqin

with

Agents

Preqin + Salesforce

Sync fund manager intelligence with CRM records to enhance investor relationship management.

From

Notion

Preqin

with

Agents

Preqin + Notion

Create investment research pages with fund insights and performance benchmarks.

From

Gmail

Preqin

with

Agents

Preqin + Gmail

Email investment reports and fund analysis to stakeholders automatically.

From

Google Sheets

Preqin

with

Agents

Preqin + Google Sheets

Populate collaborative spreadsheets with fund data for team analysis and tracking.

From

Slack

Preqin

with

Agents

Preqin + Slack

Send fund alerts and performance summaries to investment team channels.

Example workflow

Preqin example workflow

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

Fund performance updated

AI Agent

Output

Input

Fund performance updated

Investment Data Updated

Emit new event when existing investment data is updated via webhook notification from Preqin. Track changes to fund performance, deal information, or market data in real-time.

AI Agent

AI Investment Analysis Agent

Analyzing fund performance and generating investment insights

Output

Waiting for analysis

Let the agent run first

Actions & Triggers

Use

Preqin

to build powerful automations across multiple tools

Popular workflows

Workflow triggers from Preqin

New Webhook Event Received

Emit new event when a webhook is received from Preqin API. This is the most common trigger pattern for real-time event notifications from your alternative investment research platform.

New Investment Data Created

Emit new event when new investment data is created via webhook notification from Preqin. Get notified when fund data, deal information, or market reports are added to your investment research database.

Investment Data Updated

Emit new event when existing investment data is updated via webhook notification from Preqin. Track changes to fund performance, deal information, or market data in real-time.

Fund Status Changed

Emit new event when fund status changes are detected through periodic API polling of Preqin. Monitors status fields for changes in fund performance, deal stages, or market conditions.

AI agents can perform automated actions in the app

Create Investment Record

Create a new investment record in Preqin using POST request with provided data payload. Add fund data, deal information, or market research to your alternative investment database.

Update Investment Record

Update an existing investment record in Preqin using PUT or PATCH request with modified data. Modify fund data, deal information, or market research to keep your investment data current.

Delete Investment Record

Delete an existing investment record from Preqin using DELETE request. Remove obsolete fund data, deal information, or market research from your investment database.

Upsert Investment Record

Create a new investment record or update existing record if it already exists in Preqin. Combines create and update logic for maintaining investment data efficiently.

Get Investment Record

Retrieve a specific investment record from Preqin using GET request with record identifier. Access fund data, deal information, or market research for investment analysis.

List Investment Records

Retrieve a list of investment records from Preqin using GET request with optional filtering and pagination. View fund data, deals, or market research for portfolio management and reporting.

Get started

Ready to build

the best

Preqin

automations

Book a personalized demo and we'll help you build your first Preqin workflow. See how V7 Go AI agents can automate your alternative investment research and due diligence processes in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Preqin

automations

Book a personalized demo and we'll help you build your first Preqin workflow. See how V7 Go AI agents can automate your alternative investment research and due diligence processes in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Preqin

automations

Book a personalized demo and we'll help you build your first Preqin workflow. See how V7 Go AI agents can automate your alternative investment research and due diligence processes in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Preqin

automations

Book a personalized demo and we'll help you build your first Preqin workflow. See how V7 Go AI agents can automate your alternative investment research and due diligence processes in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

Do I need a Preqin subscription to use this integration?

Yes, you'll need an active Preqin subscription to access their data and analytics. V7 Go enhances your existing Preqin investment by automating data analysis and research workflows, helping you maximize the value of your subscription.

Can I customize the AI agents for my specific investment strategy?

Absolutely! V7 Go's AI agents can be customized to focus on specific asset classes, investment criteria, or risk parameters that align with your investment strategy and mandate. You can configure workflows to match your firm's unique approach to alternative investments.

How secure is the data integration with Preqin?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Preqin data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors.

What types of alternative investments does this integration support?

The integration supports all major alternative asset classes available in Preqin, including private equity, venture capital, real estate, infrastructure, hedge funds, and private debt. AI agents can analyze performance, ESG metrics, and market trends across your entire alternative investment portfolio.

Can I integrate Preqin data with my existing CRM or portfolio management system?

Yes! V7 Go can send analyzed Preqin data to various output integrations including Salesforce, Excel, Google Sheets, and custom webhooks to integrate with your existing systems. This ensures seamless workflow integration with your current technology stack.

How does this integration help with due diligence processes?

V7 Go's AI agents can automatically analyze fund manager track records, performance metrics, and market positioning using Preqin data. This accelerates due diligence by generating comprehensive reports, flagging potential risks, and providing investment recommendations based on historical performance and market trends.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.