Preqin Ltd.

Financial data and information for the alternative assets industry·London, UK·~1,500 employees·~$240M - $340M

Wait Tax

£2.5M–£3.5M per month

Deal Velocity

6–9 months

Problem Visibility

Medium

Timing Triggers

4 identified

Strategic Account Paradox Framework

6-Dimension Analysis

SWOT Analysis

Strengths

Leading provider of alternative assets data and insights
Extensive database and analytical platform
Global presence and client base (200,000+ professionals)
Acquisition by BlackRock provides significant resources and market reach
Strong reputation and industry awards

Weaknesses

Reported financial loss (£30.2m) prior to BlackRock acquisition
Potential operational inefficiencies requiring integration and optimization
Challenges in demonstrating performance and fundraising for GPs (as noted in Preqin's own reports)
Reliance on a niche market (alternative assets) which can be subject to market fluctuations

Opportunities

Leverage BlackRock's resources and client base for expanded market penetration
Cross-sell and up-sell integrated solutions with BlackRock's Aladdin platform
Further develop AI/ML capabilities for data analysis and predictive insights
Expand into new geographic markets or alternative asset classes
Address operational inefficiencies to improve profitability post-acquisition

Threats

Intense competition from other data providers (e.g., PitchBook)
Market downturns in alternative assets impacting client demand
Regulatory changes affecting data collection and usage
Challenges in retaining key talent post-acquisition
Integration complexities with BlackRock's existing systems and culture

Salesforce Use Cases

Enhanced client relationship management for institutional investors and fund managers

Streamlined sales and marketing processes for subscription services

Improved data analytics and reporting for internal operations

Automated client onboarding and support workflows

Integration with BlackRock's existing CRM systems for a unified view of clients

Three Deliverables

Ready to use with your team

Salesforce Account Team Point of View

Audience: Salesforce Financial Services Account Team

Preqin, now a part of BlackRock, stands at a pivotal point, aiming to solidify its leadership in alternative assets data. This presents a unique opportunity for Salesforce to partner with Ziipline to drive operational excellence and client engagement, leveraging Preqin's extensive data capabilities within a unified platform.

Account Overview

Preqin is a critical data provider for the alternative assets industry, recently acquired by BlackRock. The integration offers a chance to optimize their client-facing and internal operations, aligning with BlackRock's broader strategy to offer comprehensive investment solutions.

The Strategic Paradox

Growth ambition vs. operational complexities and financial pressures post-acquisition

Preqin, a leader in alternative assets data, was acquired by BlackRock in 2025 to enhance integrated investment solutions. Despite strong revenue growth, Preqin reported a £30.2m loss prior to the acquisition, indicating potential operational inefficiencies or significant investment costs. This creates a tension between its market leadership and growth aspirations and the need to address internal financial performance and integration challenges within the larger BlackRock ecosystem, especially amidst a cautious private equity market.

Why Now

The recent BlackRock acquisition creates an immediate need for seamless integration and operational efficiency. Addressing the reported financial losses and capitalizing on market growth in alternative assets requires timely implementation of robust CRM and data management solutions.

Opportunity Size

Estimated Salesforce deal size of £5M–£10M, with significant expansion potential through BlackRock's global network and future data integration projects.

Why Ziipline

Ziipline's expertise in complex financial services transformations and Salesforce implementation makes us the ideal partner to navigate Preqin's integration challenges and unlock the full potential of their data and client relationships within the BlackRock ecosystem.