SOW___Preqin_Data_Subscription_Services_FY25_Recompete.pdf

Statement of Work for Preqin Database Subscription Service

Small Business Administration

Office of Investment and Innovation

May 19, 2025

1. Background

The Office of Investment and Innovation (OII) has a need for Preqin data subscription service to assist the Small Business Administration (SBA) in effectively and efficiently delivering programs and services that are required of analysts who underwrite and audit funds, transactions, and portfolios and their respective companies and subsidiaries within the Small Business Investment Company (SBIC) program.

In 1958, Congress created the SBIC program to facilitate the flow of long-term capital to America’s small businesses. Since 1958, the mission of the Small Business Investment Company (SBIC) program has been to stimulate and supplement the flow of private equity capital and long-term debt financing that American small businesses need to operate, expand and modernize their businesses.

SBA does this by licensing and providing capital to professionally managed equity and debt investment funds as SBICs. SBA capital comes in the form of a government-guaranteed loan to the fund to match privately raised capital. The SBA-guaranteed loan, paired with private capital, increases access to financing for qualifying U.S. small businesses and startups while potentially improving risk-adjusted returns for private investors.

2. Objectives

OII is seeking access to Preqin’s online database platform to obtain the necessary information and tools on private equity, private debt, venture capital, and investor analysis to allow analysts the ability to objectively assess the performance of SBIC applicants and licensees. The data available on Preqin’s platform is needed for analyzing the financial performances of SBICs and SBIC applicants against industry benchmarks. OII currently is in the final option year of its current contract with Preqin LTD.

In administering the SBIC Program, OII staff must make informed, objective business decisions, and must have a credible, powerful information resource to rely on for expert risk management tools. OII’s decisions impact SBA’s overall mission in aiding small businesses and individual business owners. The program requires access to an online data platform with product offerings that meet OII’s need for accurate, current, and robust data to include, but not limited to comprehensive venture capital, private equity. private debt, alternative assets and investments on public and private deals, including angel investors, assets under management (AUM) investment criteria, past investments, fund by fund Internal Rate of Return (IRR), Multiple of Money (MoM), fund performance, and other key performance benchmarking metrics.

3. Scope

The contractor shall provide all resources necessary to accomplish the tasks and deliverables described in this work statement. The contractor shall provide up to fifteen (15) licenses for access to Preqin’s online databases covering private equity, venture capital, investor analysis, fund terms, and private debt. The geography regions to be covered must include but not limited to: North America, Europe, Asia-Pacific (excluding China), and Latin America.

4. Specific Tasks

The contractor shall furnish login credentials for each license for access to the on-line databases with 24/7 access. The contractor shall provide customer support for OII staff utilizing the licenses and provide product usage training as needed.

5. Deliverables/Delivery Schedule

Table 1: Deliverables

Deliverable Number

Deliverable Due Date

1 Issue login credentials for each license No later than one week after contract award

2 Furnish customer support Within 2 business days of requests, as made by OII

3 Provider product usage training Within two (2) weeks of request as made by COR, or other mutually agreed upon date

6. Type of Contract

The Government anticipates award of a firm-fixed type contract.

7. Period of Performance

The period of performance consists of a base and one (1) option period.

Table 2 – Period of Performance

Period Start Date End Date Base 09/25/2025 09/24/2026 Option 1 09/25/2026 09/24/2026