Mutual customers can now screen, benchmark, and build diligence-ready outputs across Preqin's alternatives universe directly in Felix, Rogo's latest financial agent harness.
Preqin is now live in Felix. Following the prior partnership announcement, mutual customers can access Preqin's alternatives data through natural language and move directly from question to deliverable, without navigating multiple platforms or manually compiling data.
Preqin's dataset spans private equity, venture capital, private debt, hedge funds, real estate, infrastructure, and natural resources, including fund performance, investor intelligence, manager profiles, fund terms, transactions, dry powder, and ESG data. Within Felix, this information is available alongside public filings, earnings transcripts, consensus estimates, deal databases, and firm-specific knowledge.
What this means for our customers
Preqin is integrated through Felix, Rogo's finance-native AI agent. A single prompt can identify relevant entities, screen and rank managers or investors, analyze performance and fund terms, and produce finished outputs.
From launch, customers can use Felix to:
Build ranked buyer, sponsor, or LP target lists
Produce manager due diligence reports
Benchmark fund terms and performance
Develop roadshow plans
Model portfolio liquidity and pacing
Preqin in Felix is available today for Preqin customers entitled by Preqin to use its data within Rogo. Access reflects each organization's existing Preqin entitlements and licensed datasets.
