DakotaLogo2024
DakotaLogo2024
Book a Demo
Talk to an Expert
 

dakotaJoe-1

Joe. Dakota's Natural Language AI Report Builder.

Report creation is the hardest part of using any database. Most users find opportunities that have always been in their data — they simply could not build the report to surface them. Joe changes that entirely. Type what you want in plain English. Joe handles the rest.

Book a Joe Demo Watch the Video
Type this into Dakota Marketplace
"Create a list of RIAs in Boston above $1B AUM with CIO contacts who invest in venture capital."
Joe builds the report in seconds — structured, filtered, presentation-ready, and saved automatically.
10,000+
Reports Run
Nov '25
Launch Date
Seconds
Per Report
Natural
Language Input
Included
with every Dakota Marketplace subscription · no additional cost · no activation required
The Problem Joe Solves

Report Building Is the Hardest Part of Any Database. Joe Eliminates It Entirely.

Building a cross-object Salesforce report that filters across accounts, contacts, investments, and account types simultaneously requires admin-level expertise that most fundraising and distribution professionals simply do not have. The result is valuable intelligence trapped inside Dakota Marketplace that users cannot access because they cannot construct the report to surface it.

✕ Before Joe
✕Navigate object relationships, field labels, and filter logic that require Salesforce admin expertise
✕Spend 20-40 minutes building a report that may not produce what you wanted — then start over
✕Ask your Salesforce admin to build it — wait days, iterate back and forth on something close but not right
✕Export to Excel and filter manually for an hour, still missing the cross-object view you needed
✕Opportunities that were always in the data never got found — because nobody could build the report
✓ After Joe
✓Type exactly what you want in plain English and press Enter — no field names, no object logic, no filter syntax
✓Joe translates the request into the correct Salesforce structure and returns a presentation-ready report in seconds
✓Refine with a follow-up prompt — and Joe updates the report instantly
✓Opportunities that were always in the data now surface in seconds, not hours or never
What Dakota Joe Actually Is

A Natural Language AI That Speaks Salesforce Fluently — So You Don't Have To.

Joe operates inside Dakota Marketplace — no new tool to learn, no separate login. Type what you need in plain English. Joe translates it into the correct Salesforce structure and returns a clean, presentation-ready report in seconds. Since launching November 2025, Joe has run over 10,000 reports: 10,000 moments where a fundraiser found something that was always in their data but had never been surfaced before.

I spent four years in Dakota Marketplace knowing there were opportunities I was not finding. I just could not build the Salesforce report to surface them. Joe found three accounts in my first session that I had never identified, despite having access to the same data for four years. That's what it means to have AI in a database.
Fundraiser, Alternative Asset Manager · Dakota Marketplace Customer
01
Natural Language Input: No Training Required
No field names, no object IDs, no filter logic. Just describe what you need: "family offices above $500M AUM who commit to PE" or "RIAs in the Southeast not contacted in 90 days."
02
Cross-Object Intelligence: The Report Nobody Could Build Before
The most valuable reports cross-reference accounts, contacts, investments, and fund records simultaneously. Joe handles this natively in a single prompt — the report nobody could build before takes seconds.
03
Iterative Refinement: Follow-Up Prompts Update the Report
Type a follow-up prompt — "Narrow to AUM above $1B" or "Sort by most recent interaction" — and Joe updates the report immediately. The conversation is the report building process.
04
Presentation-Ready Output: Shareable Immediately
Every Joe report is formatted and organized for immediate use, not a raw data dump. Automatically saved, shareable with authorized team members, and exportable to Excel. Production-ready from the first output.
How Joe Works: Three Steps

Ask. Joe Builds. You Use It.

The entire interaction with Joe is designed to feel like talking to a knowledgeable colleague who happens to know Salesforce fluently — not like navigating a software interface.

1
Ask Joe a Question
Type your request in plain English inside Dakota Marketplace. No field names, no object logic, no filter syntax. Just describe what you want the way you would explain it to a colleague.
2
Joe Builds the Report
Joe selects the right objects, fields, filters, and sorting and executes against your live data. Cross-object reports that take 30+ minutes manually appear in seconds.
3
Use, Refine & Share
Review the report. Refine with follow-up prompts. Share with team members inside Marketplace. Export to Excel. Automatically saved to your company folder.
Real Prompts, Real Reports

What Fundraisers and Distribution Teams Are Actually Asking Joe.

Every prompt below represents a category of opportunity users are now surfacing in seconds — reports that required 30+ minutes of manual building before Joe, or that never got built at all.

LP Prospecting: Institutional
"Create a list of public pension funds above $5B AUM in the Northeast with CIO and Head of Private Equity contacts who have invested in private credit in the last 24 months."
Returns: account names, contacts, AUM, most recent private credit commitment, last interaction date — sorted by AUM.
AccountsContactsInvestment RecordsAUM FilterGeography
Family Office Targeting
"Show me family offices above $500M AUM who allocate to venture capital and have not been contacted by anyone on our team in the last 90 days."
Returns: family office names, key contacts, AUM, venture allocation notes, days since last contact — sorted by days since contact.
Family Office AccountsActivity Records90-Day Filter
RIA Distribution: Geographic
"List all RIAs in Texas and Florida above $1B AUM with investment preferences that include alternatives, showing the primary advisor contact and their email."
Returns: RIA firm name, city, AUM, alternatives preference flags, advisor name, email — ready to export for a regional campaign.
RIA AccountsState FilterPreference RecordsContact Details
Private Company Pipeline
"Find sponsor-backed healthcare services companies in the Midwest with revenue between $50M and $200M that were acquired in the last 3 years, with CEO contact information."
Returns: company name, sponsor, acquisition date, revenue estimate, state, CEO name and direct contact.
Private CompaniesTransaction RecordsSponsor AttributionCEO Contacts
GP Coverage: Fundraising Intelligence
"Show me PE firms with AUM between $500M and $3B that launched a new fund in the last 18 months, including managing partner contact information."
Returns: GP firm name, fund name, launch date, AUM, fund size, managing partner names and contacts — sorted by launch date.
GP AccountsFund RecordsLaunch Date FilterPartner Contacts
Pipeline Management: Activity Tracking
"List all accounts in my territory that had an investment commitment in 2023 or 2024 but have no activity logged in the last 6 months — sorted by commitment size."
Returns: account name, last commitment date, commitment size, days since last activity, contact owner — a re-engagement priority list built automatically.
AccountsInvestment RecordsActivity RecordsTerritory Filter
Why Built on Salesforce Matters

Joe Lives Inside the Same Environment Your Team Already Uses Every Day.

Joe operates natively within Dakota Marketplace, inside the Salesforce security model your organization already trusts. No new tool to learn, no separate login.

Native Salesforce Integration: Not a Separate Tool
Joe has access to every account, contact, investment record, and company profile without any separate data sync. The report is a real Salesforce report using real Salesforce data.
Reports Saved Automatically
Every report is automatically saved in your company-specific Reports folder. No manual saving, no naming conventions. All reports accessible to authorized team members.
Team Sharing: Built for Collaboration
Share reports with authorized users directly from the platform. Sales, distribution, and leadership stay aligned around the same live reports without distributing spreadsheets.
Export to Excel: Continue Analysis Anywhere
Reports meeting export permissions can be downloaded as Excel files for additional analysis or external sharing. Joe builds the clean starting point — your team continues from there.
Ownership and Accountability: Tagged to Creator
Reports are tagged to the individual who created them, maintaining collaboration while preserving ownership. Teams reuse and build on each other's reports without confusion.
Works With Your Existing CRM Workflow
Reports generated by Joe work seamlessly with your existing CRM workflow, triggering follow-up tasks and populating pipeline records. Joe is not an add-on. It is an upgrade to the system you already live in.
Report Management: What Happens After Joe Builds It

Every Report Joe Builds Is Organized, Shared, and Ready to Use.

Auto-Saved to Your Folder
Every report is saved in your company-specific Reports folder. No manual saving. Your full report history is always accessible and searchable.
Shared with Your Team
Share with authorized users directly from the platform. Sales, IR, and leadership collaborate around the same live reports without spreadsheet distribution.
Export to Excel
Any report meeting export permissions can be downloaded as an Excel file for additional analysis, distribution lists, or external sharing.
Re-Run Anytime
Every Joe report can be re-run with updated parameters instantly — changing time periods, geography, or filters through a follow-up prompt or directly in the report interface.
Data Security: Built Into the Foundation

Joe Operates Entirely Within Your Secure Dakota Marketplace Environment.

Joe is not a third-party AI integration that accesses your data through an external API. It operates natively within Dakota Marketplace, inside the Salesforce security model your organization already trusts.

🔒
Access Limited to Dakota Marketplace Data
Joe has access only to the LP, GP, company, contact, and investment records in your Dakota instance — no external data sources, personal files, or anything outside your secure Salesforce environment.
👤
No User-Generated Content Access
Joe does not access calendar events, tasks, or personal notes — only structured Dakota Marketplace data records. Your private communications remain entirely separate.
🏢
Data Stays in Your Organization's Account
Reports and data stay within your organization's secure account. No data transmitted externally, no reports accessible outside your authorized user group. All Salesforce data privacy standards apply.
What 10,000+ Reports in Four Months Means

Four Outcomes From Joe That Change How Teams Use Their Data.

The 10,000+ reports Joe has run since November 2025 represent 10,000 moments where a fundraiser found intelligence they could not access before — because the report was now possible to build in seconds instead of hours or never.

Seconds
Not Hours: Report Building Time Eliminated
A report that took 30-40 minutes of manual building now takes seconds. Teams that could build 5 meaningful reports per week now build 50.
10,000 reports in four months is roughly 83 per day — reports that previously either took significant time to build or never got built at all.
Found
Opportunities That Were Always in the Data — Just Not Surfaced
The most profound impact of Joe is not efficiency — it is discovery. Accounts that were in the database for years but never surfaced now show up in the first Joe session.
"I found three accounts in my first session that I had never identified — despite having access to the same data for four years." — Dakota Marketplace customer
Anyone
Can Run a Report — Not Just Salesforce Admins
Before Joe, meaningful report creation required admin expertise. Joe removes that gate entirely — any user at any technical level gets a production-ready report from a plain English prompt.
Democratizing data access within a CRM team is one of the most practically impactful applications of AI in financial services.
Better
Conversations: Because Preparation Is Now Instant
The fundraiser who walks into a meeting knowing which investors made PE commitments in the last 18 months and who has not been touched in 90 days has a categorically different conversation. Joe makes that preparation instant.
The quality of an investor conversation is a direct function of the quality of the preparation. Joe eliminates the barrier between having the data and using it.
See Joe Live

Ask Joe Your First Question. Get a Report in Seconds.

In a live demo, we give Joe a real-world cross-object query and you see the report appear in seconds. Bring a question you have always wanted to answer from your database. Joe will answer it.

Joe is included with every Dakota Marketplace subscription — no additional cost, no separate activation required.

Book a Joe Demo
What Joe Delivers — Included with Dakota Marketplace
  • ✓Natural language report builder — type any query, get a report in seconds
  • ✓Cross-object reports — accounts, contacts, investments, funds, companies in one query
  • ✓Any filter combination — geography, AUM, asset class, time period, activity, and more
  • ✓Iterative refinement — follow-up prompts update the report instantly
  • ✓Auto-saved to your company folder — organized and accessible to your team
  • ✓Team sharing — authorized users collaborate around the same live reports
  • ✓Export to Excel — for additional analysis and external distribution
  • ✓Coming soon: automated recurring reports — delivered on your cadence, without manual execution

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy