Preqin Integration

Overview

The Preqin integration will connect DMTR to Preqin data for position enrichment and entity lookup in alternative assets (private equity, venture capital, real estate, infrastructure). This document describes the planned integration specification. Capabilities, prerequisites, and implementation details are subject to change as the specification is finalized. Contact the integrations team for roadmap and availability.

Capabilities

Capabilities (planned) include alternative assets data enrichment (fund, deal, and manager data from Preqin), entity lookup (resolving Preqin entities to DMTR registry participants), and position overlay for Preqin fund and deal views. The specification may evolve to include additional capabilities based on partner feedback and Preqin API availability. Capability levels will be defined in a future revision.

Prerequisites

Prerequisites (planned) include a Preqin subscription with API access, DMTR API credentials with research platform scopes, and network connectivity. Specific Preqin product requirements will be documented when the integration is finalized. Contact Preqin and DMTR representatives for early access or pilot participation.

Permissions and scopes

Permissions and scopes (planned) will follow the research platform pattern: positions:read, registry:read, research:enrich. Additional scopes may be required for alternative assets-specific data. Scope definitions will be finalized in the specification. Request early access via the integrations team.

Setup

Setup procedures will be documented when the integration is released. The specification anticipates a setup wizard similar to other research platform integrations. Configuration will include Preqin API credentials, entity mapping, and optional overlay settings. Sandbox support is planned for development and testing.

Supported workflows

Supported workflows (planned) include position lookup from Preqin fund and deal pages, bulk enrichment of positions with Preqin data, and entity resolution for alternative assets. Workflow support depends on Preqin API capabilities and DMTR product roadmap. Unsupported workflows will be documented at release.

Data model mapping

Data model mapping (planned) will define how Preqin entities (fund ID, deal ID, manager ID) map to DMTR Position and Participant objects. Preqin alternative assets schema differs from public markets; mapping will require custom handling for fund structures, vintage years, and manager hierarchies. Mapping specification will be published with the integration release.

Security

Security requirements will follow DMTR standards: credential storage in secrets manager, TLS for API calls, compliance with Preqin data use terms. Additional requirements may apply for alternative assets data sensitivity. Security review will be completed before release.

Limitations

Limitations will be documented at release. Anticipated limitations include Preqin API rate limits, data latency for alternative assets (typically less real-time than public markets), and product-specific restrictions. The specification may be updated as limitations are clarified.

Troubleshooting

Troubleshooting procedures will be documented at release. Common issues will be identified during pilot and beta phases. Support channels and escalation paths will follow the standard DMTR integration support model.

Reference

Reference documentation will be published when the integration is released. Links to Preqin API documentation and DMTR integration guides will be provided. The specification will be versioned; check for updates before implementation.