AI Apps Prompt Library

I'm preparing for our annual LP day next month. Using Dakota Marketplace, give me a complete relationship profile for each of our top 15 limited partners - their AUM, current allocation percentages across private equity, credit, and real assets, recent commitments to other managers, key decision-maker contacts with title and direct email, and any updates logged in the last 90 days. Flag any LPs whose mandate has shifted or who have meaningfully increased their alternatives allocation in the last 12 months. Return a briefing PDF I can share with the full IR and deal team before the event.

I'm a Managing Director of IR at a $3B private credit fund two weeks from our final close. Using Dakota Marketplace, pull a complete roster of every LP who made a commitment to our fund — name, institution, AUM, commitment size, primary IR contact, and most recent contact date logged. Flag any LPs where we haven't had contact in the last 60 days so I can prioritize last-mile outreach before we close the fund. Return as a PDF I can share with our CFO and deal team.

Using Dakota Marketplace, show me the top 10 most active endowments and foundations currently allocating to real assets strategies in the Southeast United States. For each institution, include: total AUM, investment mandate focus, asset classes they currently allocate to, key investment contacts with direct titles and email addresses, and any meeting history my firm has logged with them in the past 12 months. Sort results by AUM descending and flag any accounts marked as actively searching for new managers.

I'm launching my first institutional fund — a $250M venture capital strategy focused on B2B SaaS and vertical software in the Southeast. I have no prior LP relationships. Using Dakota Marketplace, build me a prioritized cold outreach list of the 30 most accessible first-time LP relationships I should target — specifically: endowments and foundations with $100M–$2B AUM, family offices with a track record of backing emerging VC managers, and public pension funds in the Southeast with active emerging manager programs. For each, include the institution name, AUM, key decision-maker contact with title and email, their emerging manager program status or known appetite, and any recent commitments to first-time funds. Flag the 10 highest-priority targets based on fit and accessibility.

Using Dakota Marketplace, identify consultant-advised public pension funds that have: (1) AUM above $5 billion, (2) a current or recently closed large-cap buyout mandate in the past 18 months, and (3) a consultant relationship with Callan, NEPC, Mercer, or Aon. For each result, show: fund name, total AUM, consultant name, key investment staff contacts with titles and emails, most recent buyout commitment amount and manager, and next scheduled investment committee date if available. Rank by AUM descending and flag any funds where the current consultant relationship is less than 2 years old, as those often trigger manager re-evaluation.

Using my Dakota Marketplace account data, pull all allocator contacts at institutions that previously committed between $5M and $25M to our prior funds but have had no logged meeting, email, or call in the last 6 months. For each, show the institution name, primary contact name and title, last activity date, AUM, investor type (endowment, pension, family office, etc.), and any recent changes to their investment staff. Rank the list by historical commitment size descending and flag any contacts who have recently changed roles or joined a new institution. Export as a table I can use to brief our IR team before the next quarterly outreach sprint.

Using Dakota Marketplace, pull a list of institutional investors that currently allocate to our firm's private equity strategy but have NO current allocation to real assets or infrastructure. For each LP, show: their AUM, current real assets/infrastructure target allocation percentage, existing real assets managers in their portfolio, the name and title of their alternatives or real assets investment contact, last meeting date with our firm, and any open mandates in infrastructure or real assets. I want to see which of our existing PE LPs have the target allocation headroom and strategic interest to be moved into our new infrastructure fund — ranked by those with the largest gap between their stated real assets target and current deployment.

I just returned from the iConnections Global Alts conference where my team had 40+ LP meetings over three days. Using Dakota Marketplace, help me prioritize which conversations to follow up on first. Pull the full profile for each of the following institutions: [list institution names]. For each, return: total AUM, current alternatives allocation percentage, asset classes they currently allocate to, key decision-maker contacts with titles and direct email, any recent mandate or RFP activity in the last 12 months, whether they have an existing relationship logged with our firm, and any notes on their investment preferences. Flag accounts where (1) the CIO or PM has changed in the last 18 months, (2) they have an active private equity or private credit mandate, or (3) their alternatives allocation is below their stated target - those are Tier 1 follow-ups. Rank all accounts by priority and return as a formatted PDF I can brief my team with before our follow-up calls next week.

I just completed the final close on Fund III ($1.2B). Using Dakota Marketplace, pull a complete list of every LP that committed to Fund II but has not yet committed to Fund III. For each, show their current AUM, primary contact with title and email, their last meeting date in our notes, any recent commitments they've made to other buyout funds in the last 12 months, and their current mandate status. Rank them by re-up likelihood based on activity signals. Also flag any LP from Fund II whose primary contact has changed titles or moved firms since we last spoke. I want to bring this list to our first LP re-engagement meeting next week.

Using Dakota Marketplace, identify US family offices and endowments with documented allocations to Asia-Pacific or emerging market hedge fund strategies. Filter for AUM above $500M. For each institution, show estimated AP hedge fund allocation percentage, key decision-makers, last meeting date, and communication preferences. Rank by AP exposure and recency of contact to create a prioritized roadshow call list.

Using Dakota Marketplace, I'm trying to get in front of the CIO and Head of Alternatives at [target institution names] but have no existing relationship. Cross-reference their career history and education data against my firm's investment team and BD team. Identify any shared employers earlier in their careers, shared educational institutions, or mutual former colleagues who have since moved to firms I already have relationships with. For each contact, show their full career history, education, and the strongest warm-path connection you find, ranked by likelihood of a genuine introduction. Return a PDF briefing I can hand to whichever of my colleagues has the best in.

Using Dakota Marketplace, identify public pension funds and endowments with target allocations to real assets or infrastructure that have investment committee or board meetings scheduled in the next 45 days per their public plan minutes and disclosures. For each institution, show total AUM, current real assets allocation percentage vs. target, key investment staff contacts with titles and email, the date of their next scheduled meeting, and any recent public commentary from board minutes about manager searches or asset allocation reviews. Rank by proximity of meeting date and likelihood of an active real assets mandate. Return this as a briefing PDF I can use to time our outreach calls before each meeting.

Using Dakota Marketplace, pull all active Dakota Searches and RFPs posted in the last 7 days that match private credit, direct lending, or structured credit strategies across public pensions, corporate pensions, and Taft-Hartley plans. For each search, show the sponsoring institution, asset class and strategy requested, target commitment size, response deadline, and the consultant of record if listed. Cross-reference each institution against Public Plan Minutes from the last 60 days to flag any board discussion of credit allocation changes or manager reviews. Rank the list by response deadline and return a PDF briefing I can circulate to my fundraising team this morning.

Using Dakota Marketplace, pull our fund's current LP base and cross-reference each investor against their recently logged private credit and direct lending commitments to other managers over the past 12 months. For each LP, show their total AUM, current commitment to our fund as a percentage of that AUM, any new private credit or direct lending commitments to competitors, the key decision-maker contact and title, and the date of our last meeting or touchpoint. Flag LPs whose commitments elsewhere suggest they have unallocated private credit capacity beyond what they've given us, and rank the list by expansion opportunity size. Return this as a PDF briefing I can bring to our next investor call.

Before my Monday leadership meeting, build me a single cross-functional briefing using Dakota Marketplace: show the health of our active LP pipeline (institutions in dialogue, RFP stage, or gone cold), flag any recent institutional commitments won by our named competitors, and surface any senior IR or business-development departures at those same competitor firms. Rank the output by priority so I can see our top three actions for the week at a glance.

Using Dakota Marketplace, pull our current external manager roster [list of 25 GP relationships] and cross-reference each against recent Form ADV amendments, executive departures, and AUM trend data. Flag any manager where: (1) a Chief Investment Officer, Head of Trading, or other senior investment professional has left in the last 12 months, (2) reported AUM has declined more than 15% year-over-year, or (3) the adviser has filed a new Form ADV disclosure event. For each flagged manager, show firm name, AUM trend (current vs. prior year), departed executive name and title if applicable, and the date the change was logged. Return a prioritized PDF risk register I can bring to our quarterly ODD committee meeting.

Using Dakota Marketplace, review our current LP base at a $3B credit-focused asset manager and flag institutions showing early signs of reallocation risk. For each existing LP relationship, check: (1) whether they've made a new commitment to a competing credit manager in the last 6 months, (2) whether recent public plan board minutes or investment committee notes reference an active manager search or review in our strategy, and (3) whether their overall allocation to private credit has declined year-over-year. For any LP that trips one or more of these flags, show institution name, AUM, current commitment to our fund, the competing manager or search activity identified, the relevant board/consultant signal, allocation trend, key IR contact, and date of our last touchpoint. Rank the output by urgency and return a PDF briefing I can walk through with our CEO before next week's client retention review.

Using Dakota Marketplace, I'm uploading our badge-scan list of 340 attendees from last week's public plan conference. Cross-reference each attendee's institution against our CRM: flag which are existing LPs, which are in active pipeline with a stage, and which are net-new with no prior touchpoint. For every net-new institution, pull AUM, asset class allocation focus, and the most senior investment staff contact with title and email. Rank the net-new list by AUM and Dakota-flagged fit with our current fund strategy, and return a PDF call list our fundraising team can work through this week.

Using Dakota Marketplace, I want to build a lookalike prospecting list based on our five best-performing LP relationships: [LP names]. For each of these anchor LPs, pull their AUM, geographic region, asset-class allocation mix, and average check size on commitments to our fund. Then search the broader Dakota database for institutions that match this profile within a 20% AUM band, the same primary asset-class allocation, and a comparable check-size history, but who have never engaged with our firm. Exclude any institution already in our CRM or pipeline. For each match, show institution name, type, AUM, state/region, asset-class allocation percentage, estimated check size, and a similarity score relative to our anchor LPs. Rank the output by similarity score and return a PDF target list of the top 25 lookalikes I can hand to my regional coverage leads this week.

Using Dakota Marketplace, build a coverage map of investment consulting firms that have rated or recommended real assets and infrastructure strategies in the last 12 months. For each consultant, show the firm name, the analysts covering real assets/infrastructure, the asset owner clients they advise with disclosed AUM, and any manager searches or hires in real assets that Dakota has on record. Cross-reference against our current consultant contact list to flag consultants we have no documented relationship with. Return a prioritized outreach list ranked by the number of asset owner clients each consultant influences, with a one-line rationale for each.

I run business development for our $2.5B real estate debt fund and want to understand why we're losing competitive processes. Using Dakota Marketplace, pull every allocator in our pipeline marked Lost or Declined over the past 12 months where an active real estate debt or credit mandate was in motion. For each, show institution type, AUM, search size, strategy focus, our last touchpoint date, and the manager ultimately selected if disclosed. Flag institutions with high re-engagement potential based on deadline timing and relationship strength. Return a PDF summarizing competitive patterns by manager and institution type, with recommended process changes for next quarter's RFP responses.

Using Dakota Marketplace, identify investment consultants and OCIO firms that have issued a manager search or rated recommendation for private credit or direct lending strategies in the last 12 months. For each firm, show the firm name, the consultant or analyst covering private credit, the asset owner clients they advise with disclosed AUM, and any recent public plan minutes referencing private credit manager searches. Rank the list by number of asset owner clients with an active or recent private credit search, and return a PDF briefing I can use to prioritize our marketing and IR outreach for our new fund launch.

Using Dakota Marketplace, identify the top 15 allocators (public pensions, insurance companies, and endowments) with AUM over $3B that have an active or recent infrastructure debt allocation, across Chicago, Dallas, and Atlanta. For each, show AUM, infrastructure allocation percentage, key contact with title and email, and last touchpoint date. Then, for each metro, pull 2-3 Dakota Recommendations for highly-rated business dinner venues near the allocator's office suitable for a client meeting. Package this as a city-by-city roadshow itinerary PDF with allocator profiles paired with recommended meeting venues for each stop.

Using Dakota Marketplace, pull our current LP relationship list and cross-reference it against career history data to flag any institutions where the CIO, Head of Alternatives, or senior allocator contact has changed roles in the last 6 months, either a new hire into that seat or a departure. For each flagged institution, show the outgoing and incoming contact names and titles, the institution's AUM and current allocation to our strategy, our last meeting or touchpoint date, and any notes on file. Package this as a PDF re-introduction priority list ranked by AUM, with a suggested talking point for each new contact based on their prior firm and investment focus.

Pull every allocator account in Dakota Marketplace we've met with in the last 24 months but have not logged a touchpoint with in the past 6 months. For each, show AUM, investment preferences matching our credit strategies, most recent meeting date and outcome, and any recent Public Plan Minutes or Dakota Searches mentioning credit mandates. Rank the list by reallocation likelihood and flag the top 15 accounts for immediate follow-up with a one-line rationale for each.

Search Dakota Marketplace for all allocator accounts tagged with real estate/real assets investment preferences that have a documented commitment maturing or redemption window in the next 6 months, based on Investments and Public Plan Minutes data. For each account, pull AUM, current real assets allocation %, the assigned relationship owner on our team, last meeting date and outcome, and any Dakota Search or Fundraising News mentioning a real estate manager search. Rank the resulting list by dollar opportunity size and produce a 90-day outreach cadence for our top 20 targets.

Using Dakota Marketplace, pull the last 30 days of Fundraising News, Dakota Searches/RFPs, and Public Plan Minutes mentioning private credit or direct lending manager searches. Group the results by theme (e.g., insurance allocations, pension rebalancing, consultant-driven searches) and identify the three most active themes by volume of allocator activity. For each theme, list the institutions involved, their AUM, and the specific signal (new RFP, plan minutes commentary, or reported commitment). I want to build our Q3 content calendar around the topics allocators are actually discussing right now — return this as a PDF briefing with a recommended blog/webinar topic for each theme and supporting data points I can cite.

I'm onboarding a new BDR who is taking over coverage for Texas and Oklahoma next Monday. Using Dakota Marketplace, build a first-day territory brief: total addressable market of allocator accounts in the region by channel (public pension, endowment/foundation, RIA, family office), the 20 highest-AUM accounts with no assigned relationship owner, the 10 accounts with the most recent activity signal (new mandate, RFP, or plan minutes mention) in the last 90 days, and key contact names, titles, and emails for each. Package this as a PDF I can hand them on day one, along with a suggested 30-60-90 day call cadence.

We're about to distribute the PPM for our new fund to our full Dakota-tracked contact list of 640 institutional contacts. Before compliance signs off, cross-check every contact against their firm's investor type classification (public pension, endowment, family office, RIA, etc.), AUM tier, and country/jurisdiction on file in Dakota. Flag any contact whose firm type or location would make them ineligible for a Reg D 506(c) offering to non-U.S. or non-accredited recipients, and any record missing a verified investor classification. Return a clean list of cleared contacts plus a separate exceptions list with the reason for each flag, so I can hand both to compliance today.