Case Study: Capstone Partners achieves successful fund raises and repeat clients with Preqin

A Preqin Case Study

Preview of the Capstone Partners Case Study

Capstone Partners Managed Successful Fund Raises that Led to Repeat Clients

Capstone Partners, a global placement agent focused on raising capital for general partners, needed a more efficient way to screen and prioritize fundraising opportunities in a crowded market. With limited resources and a highly selective client focus, the firm wanted better access to background information on GPs, fund data to fill in gaps, and support for comparable fund analysis. To address this, Capstone Partners used Preqin Pro from Preqin.

With Preqin, Capstone Partners gained access to global private capital firm data, intuitive search tools, exportable results, and daily news alerts to support due diligence and pipeline evaluation. Preqin also helped the firm expand its brand through advertising in its research publications. The result was a more efficient sourcing and diligence process that contributed to successful fund raises, often leading to repeat business and follow-on mandates for Capstone Partners.


Open case study document...

Capstone Partners

Stacey Walter

Managing Director


Preqin

18 Case Studies