Preqin

Use this when valid categorical investor filters are needed before calling preqin_fund_investors. Returns distinct values for categorical columns (investor_type, country).

preqin_fund_investors_filter_values

Use this when valid categorical fund-manager filters are needed before calling preqin_fund_managers. Returns distinct values for categorical columns (firm_type, country, region, firm_ownership, asset_class).

preqin_fund_manager_filter_values

Use this when the user wants investors committed to funds managed by one known fund manager. Reuse a known fund manager ID or call preqin_search to obtain it. Returns investor name, type, number of funds, city, and country. Supports filtering by investor_type, country, no_of_funds_range, and asset_class. ALWAYS render investor_name as a clickable markdown link using investor_url. Returning previously unseen investors consumes the caller's subscription entity quota; repeating a call that returns only previously seen investors does not consume additional quota.

preqin_fund_manager_investors

Use this when valid categorical investor filters are needed before calling preqin_fund_manager_investors. Returns distinct values for categorical columns (investor_type, country, asset_class).

preqin_fund_manager_investors_filter_values

Use this when the user wants to find, filter, or compare fund managers across asset classes. Do not use it for a detailed profile of one already-known fund manager. Supports categorical filters (firm_type, country, region, firm_ownership, asset_class) with multiple values OR'd, and numeric range filters ({min, max} for year_established, aum_usd_mn, estimated_dry_powder_usd_mn, total_funds_raised_10yr_usd_mn, ac_aum_usd_mn, total_funds_in_market, total_funds_closed). Filters across columns are AND'd. Before applying categorical filters whose exact values are not already known, use preqin_fund_manager_filter_values. ALWAYS render firm_name as a clickable markdown link using preqin_pro_url. Returning previously unseen fund managers consumes the caller's subscription entity quota; repeating a call that returns only previously seen fund managers does not consume additional quota.

preqin_fund_managers

Use this when the user wants performance data for one or more known funds. Reuse known fund IDs or call preqin_search to obtain them. Supports filtering by asset_class, net IRR, DPI, RVPI, net multiple ranges, and as-at date range. Use latest_only=true for the most recent record per fund. Returns commitment, called/distributed, DPI/RVPI, net IRR, net multiple, and quartile rank. ALWAYS render fund_name as a clickable markdown link using fund_url. Returning previously unseen funds consumes the caller's subscription entity quota; repeating a call that returns only previously seen funds does not consume additional quota.

preqin_fund_performance

Use this when the user wants to find, filter, or compare funds across asset classes. Do not use it for a detailed profile of one already-known fund. Supports filtering by fund_id or fund_manager_id (use preqin_search to find it), categorical filters (strategy, status, fund_currency, primary_region_focus, asset_class, fund_structure, domicile) with multiple values OR'd, and numeric range filters ({min, max} for vintage, closed_size, target_size, fund_size_usd, target_size_usd_mn, final_close_size_usd_mn, aum_mn, dry_powder_mn). Filters across columns are AND'd. Before applying categorical filters whose exact values are not already known, use preqin_fund_filter_values. COLUMN-SELECTION POLICY: - Before calling this tool, select only the fields needed to answer the user's request via the 'columns' parameter. - Do not request fields merely because they are available. - Do not request long-text fields such as 'overview' unless the user asks for descriptions or the field is necessary to distinguish results. - The final response must display every requested field. - Therefore, requested fields should match the intended output columns exactly. - Unselected fields and null values are excluded from the response to reduce token usage. ALWAYS render fund_name as a clickable markdown link using fund_url. Returning previously unseen funds consumes the caller's subscription entity quota; repeating a call that returns only previously seen funds does not consume additional quota.

preqin_funds

Use this when the user wants service providers for one known fund. Reuse a known fund ID or call preqin_search to obtain it. Returns provider name, role, number of funds serviced, city, and country. Supports filtering by role, country, no_of_funds_range, and asset_class. ALWAYS render sp_name as a clickable markdown link using sp_url. Returning previously unseen service providers consumes the caller's subscription entity quota; repeating a call that returns only previously seen providers does not consume additional quota.

preqin_fund_service_providers

Use this when valid categorical service-provider filters are needed before calling preqin_fund_service_providers. Returns distinct values for categorical columns (role, country, asset_class).

preqin_fund_service_providers_filter_values

Use this when valid categorical consultant filters are needed before calling preqin_investment_consultant. Returns distinct values for categorical columns (region, client_types).

preqin_investment_consultant_filter_values

Use this when the user wants to find, filter, or compare investment consultants. Do not use it for unrelated firm types. Supports filtering by firm_id, region, AUA range (USD MN), and client types. Before applying categorical filters whose exact values are not already known, use preqin_investment_consultant_filter_values. ALWAYS render consultant_name as a clickable markdown link using consultant_url. Returning previously unseen consultants consumes the caller's subscription entity quota; repeating a call that returns only previously seen consultants does not consume additional quota.

preqin_investment_consultant

Use this when the user wants a commitment summary for one known investor, grouped by asset class and fund type. Reuse a known investor ID or call preqin_search to obtain it. Supports filtering by asset_class and fund_type with multiple values OR'd; across columns AND'd. Before applying categorical filters whose exact values are not already known, use preqin_investor_commitments_filters. Returns number of funds and total committed amount (USD MN). Returning a summary for a previously unseen investor consumes the caller's subscription entity quota; repeating a call for an already-seen investor does not consume additional quota.

preqin_investor_commitment_summary

Use this when valid categorical filters are needed before calling preqin_investor_commitment_summary. Returns distinct values for categorical columns (asset_class, fund_type).

preqin_investor_commitments_filters

Use this when valid categorical investor filters are needed before calling preqin_investors. Returns distinct values for categorical columns (firm_type, country, region, asset_class).

preqin_investor_filter_values

Use this when the user wants to find, filter, or compare investors across asset classes. Do not use it for a detailed profile of one already-known investor. Supports categorical filters (firm_type, country, region, asset_class) with multiple values OR'd, and numeric range filters ({min, max} for aum_usd_mn, fund_investments, asset_class_allocation_usd_mn, asset_class_allocation_pct, dry_powder_min_usd_mn, dry_powder_max_usd_mn). Filters across columns are AND'd. Before applying categorical filters whose exact values are not already known, use preqin_investor_filter_values. ALWAYS render firm_name as a clickable markdown link using preqin_pro_url. Returning previously unseen investors consumes the caller's subscription entity quota; repeating a call that returns only previously seen investors does not consume additional quota.

preqin_investors

Use this when valid categorical news filters are needed before calling preqin_news. Returns distinct values for categorical columns (news_category, asset_class).

preqin_news_filter_values

Use this when the user wants a detailed profile for one known Preqin entity or deal; do not use it for discovery or list searches. Use the profile_type parameter to specify what to look up: - 'investor': firm type, AUM, dry powder, investment/fund focus, asset class allocation, strategy/geographic/industry preferences, next-12-months plans. Returns one row per entitled asset class. - 'asset': description, ownership, industry, location, valuation, financing summary. - 'fund': size, vintage, status, target/final close size, dry powder, AUM, geographic/industry focus. - 'fundManager': firm info, location, AUM, strategies, geographies, industries, dry powder, funds raised. Returns one row per entitled asset class. - 'deal': deal details (size, date, status, valuation multiples) across PE/VC/PD/INF/RE. The deal ID must come from preqin_entity_deal_history — deals are not in preqin_search. For all other profile types, reuse a known entity ID or use preqin_search to obtain it. Returning a previously unseen entity consumes the caller's subscription entity quota; repeating a call for an already-seen entity does not consume additional quota.

preqin_profile

Use this when the user wants private-capital benchmark statistics such as median IRR and multiples. Pass a fund_id (use preqin_search to find it) to see only the benchmark that fund is a constituent of (the peer group it belongs to). Note: not all funds have a benchmark — only ~15% of funds with reported performance data are assigned to a peer group. Supports categorical filters (constituent_as_at, strategy, region_name) with multiple values OR'd, and numeric range filters ({min, max} for vintage, net_irr_median, net_multiple_median, rvpi_median, dpi_median, called_median, constituent_no_of_funds, constituent_size_usd_bn). Filters across columns are AND'd. Before applying categorical filters whose exact values are not already known, use preqin_pc_benchmarks_filter_values. Returns Benchmark ID, Name, Fund Type, Region, Strategy, Vintage, Constituent As-at Date, Number of Funds, Size (USD Bn), Net IRR Median, Net Multiple Median, RVPI Median, DPI Median, and Called Median.

preqin_private_capital_benchmarks

Use this when valid categorical benchmark filters are needed before calling preqin_private_capital_benchmarks. Returns distinct values for categorical columns (strategy, region_name).

preqin_pc_benchmarks_filter_values

Use this when the user asks about entity-quota usage, a result reports a limit, or results appear incomplete. Returns how many entities have been used, the total limit, how many remain, and when the quota resets. The quota is a subscription-wide cap on unique entities returned across all Preqin tools. Once it is exhausted (remaining reaches 0), those tools stop returning new entities and will only keep returning entities already 'seen' (previously granted) for this account, until the quota resets or capacity is released.

preqin_quota_status

Use this when a named entity must be resolved to a Preqin ID for an ID-based tool. Searches companies, investors, fund managers, service providers, funds, consultants, and assets. Do not call it before list or filter tools that do not require an entity ID, and reuse an ID already returned by another tool. Note: Real Estate asset IDs are returned with an 'RE' prefix (e.g. 'RE42546') — pass them as-is to downstream tools.

preqin_search

Use this when the user wants secondary-market transactions across asset classes. When scoping to one firm, reuse a known firm ID or call preqin_search to obtain it. Enriched with seller type and seller country from seller profiles. Supports filtering by transaction_type, asset_class, seller_type, country, region, and transaction size (min/max). Before applying categorical filters whose exact values are not already known, use preqin_secondaries_filter_values. Use the columns parameter to select which fields are returned (defaults to all). Returning previously unseen firms consumes the caller's subscription entity quota; repeating a call that returns only previously seen firms does not consume additional quota.

preqin_secondaries

Use this when valid categorical filters are needed before calling preqin_secondaries. Returns distinct values for categorical columns (transaction_type, asset_class, seller_type, country, region).

preqin_secondaries_filter_values

Use this when the user wants deals associated with one known service provider across asset classes. Reuse a known service provider ID or call preqin_search to obtain it. Supports filtering by asset_class, deal_status, deal_date range (ISO YYYY-MM-DD), deal_size range (USD MN), country, and region. Use preqin_service_provider_deals_filter_values to discover valid categorical filter options. Returns Portfolio Company, Deal Date, Asset Class, Deal Status, Deal Size, Buyers, Sellers, Role, and Buyer / Seller. Returning previously unseen deals consumes the caller's subscription entity quota; repeating a call that returns only previously seen deals does not consume additional quota.

preqin_service_provider_deals

Use this when valid categorical filters are needed before calling preqin_service_provider_deals. Returns distinct values for categorical columns (asset_class, deal_status, country, region).

preqin_service_provider_deals_filter_values

Use this when the user wants funds serviced by one known service provider. Reuse a known service provider ID or call preqin_search with entity_type='serviceProvider' to obtain it. Returns Fund Name, Fund Year, Strategy, Primary Fund Focus, Status, Fund Size, Fund Manager Name, Fund Structure, Domicile, and Asset Class. Supports filtering by asset_class, strategy, status, primary_fund_focus, domicile, fund_year_range, and fund_size_range. Use preqin_sp_fund_services_filter_values to discover valid categorical filter options. ALWAYS render fund_name as a clickable markdown link using fund_url. Returning previously unseen funds consumes the caller's subscription entity quota; repeating a call that returns only previously seen funds does not consume additional quota.

preqin_sp_fund_services

Use this when valid categorical filters are needed before calling preqin_sp_fund_services. Returns distinct values for categorical columns (asset_class, strategy, status, primary_fund_focus, domicile).

preqin_sp_fund_services_filter_values