SSD_Below_SAT_FAR_13.106_Preqin_Data_Subscription_OII_FY25_ GSA CO signed 2025 08 25.pdf

Single Source Determination for Acquisitions Under the Simplified Acquisition Threshold

In accordance with Federal Acquisition Regulation (FAR) 13.106-1(b)(1)

1. Agency and Contracting Activity.

This justification is prepared by the Small Business Administration (SBA), Office of Investment and Innovation (OII).

2. Identification of Source.

This acquisition is restricted to the following source:

Company: Preqin LTD Company Address: 1st Floor, Verde, 10 Bressenden Place, London SW1E 5DH, United Kingdom Company Point of Contact and Phone Number: Sophie Boylan, or Mark Mansour;

mark.mansour@blackrock.com or mark.mansour@preqin.com; 646-751-6559

3. Description of Supplies or Services.

The government has a requirement for the use of Preqin’s database platform (data subscription services) 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, as well as its ability to report comprehensive data on alternative asset classes. The data available on Preqin’s platform is needed for analyzing the financial performance of Small Business Investment Companies (SBICs) and SBIC applicants against industry benchmarks identified via Mongoose # OII-25-C-25345. The government anticipates award of a single source purchase order, and the anticipated contract type is firm-fixed price.

This requirement consists of all resources necessary to accomplish the tasks and deliverables described in the Statement of Work (SOW). 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, alternative assets, 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. 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.

This requirement is estimated to cost $198,850, and the period of performance is 09/25/2025 – 09/24/2027, consisting of one (1) 12-month base period, and on (1) 12-month option period.

4. Authority and Supporting Rationale.

In accordance with FAR 13.106-1(b)(1), only one source is reasonably available as detailed below.

Specific characteristics of the requirement limit the availability to Preqin LTD source. Only this suggested source can furnish the requirements, to the exclusion of other sources, for the following reasons:

mailto:mark.mansour@blackrock.com mailto:mark.mansour@preqin.com KarenADukes Highlight

Exclusive proprietary data and licensing rights limits competition. Preqin exists as the leading source for data of private equity, private debt coverage and proprietary sourcing model information, which includes the most precise, complete, and timely benchmarks of private capital ad fund performance. Preqin provides data on fund managers, investors, funds, performance, deals and service providers with a look across alternative assets and actionable market intelligence.

The adoption and implementation of this proposal for access to an online database providing information and tools on pertinent financial performance benchmarks will ensure that SBA can effectively and efficiently deliver programs and services that is required of analysts who underwrite and audit funds, transactions, and portfolios and their respective companies and subsidiaries within the SBIC program. Further, OII requires access to necessary data to perform accurate, detailed, up-to-date, due diligence and to provide on-going oversight of SBIC licensees.

Additionally, out of the other companies that provide aspects of private financial data, Preqin provides the full scope of OII’s needs as addressed within the SOW and this Sole Source Dtermination. Preqin also provides the most private market data on funds and private investors.

5. Description of Market Research.

Market research consisted of verbal, e-mail, GSA e-library, and world wide web inquiries. The following named companies are industry competitors. OII requires each element included in the “Required” box to accurately perform detailed and up-to-date due diligence for on-going oversight of SBIC licensees as well as SBIC applicants. The preferred service provider will be capable of producing current data as outlined below:

Required Preqin CrunchBase Pitchbook Mercer Capital IQ CAIS

Comparable data sets, strong analytics, and powerful search tools

X X X X

X x

Ability for government to pull its data and run reports independently

X x x

Comprehensive venture capital, private equity. private debt, alternative assets and investments, and on Mergers & Acquisitions (M&A) database that gives insight into the investors who are most likely to commit capital

X

Source for public and private deals (including angel investors);

including Assets under Management (AUM), investment criteria, past investments, and fund by fund Internal Rate of Return(IRR)/Multiple of Money (MoM), fund performance, and performance benchmarking.

X x

6. Certification

I certify that statements information provided above are complete and correct to the best of my knowledge, in accordance with FAR 13.106-1(b)(1). The facts of this acquisition preclude the use of full and open competition.

Françoise Bernard Date Contracting and Procurement Program Manager

I certify that this justification is accurate and complete to the best of my knowledge and belief.

TBD Date Contracting Officer Approval for actions less than $250,000