Dakota Marketplace Copilot Connector

Same Copilot. Better data. Dramatically more useful answers.

Customers already know how powerful Copilot is. What many don’t realize is how much more valuable it becomes when it can access Dakota Marketplace’s proprietary financial data alongside publicly available information. Turn Copilot into a private markets intelligence platform for $1,000 per year.

Connect to Copilot ▶ See the Difference

Copilot + Dakota Marketplace

The intelligence of Copilot. The proprietary data of Dakota Marketplace. One powerful research experience.

Copilot is an extraordinary research tool. But when you connect Dakota Marketplace, you’re no longer limited to what Copilot can find on the public internet. You’re giving it access to one of the most comprehensive collections of structured investment intelligence available.

1,700 subscribers across 560 organizations already connected

Ask in plain English, no new workflow

Dakota data alongside the public web

1,700

Dakota Subscribers Using the Connector

560

Customer Organizations Connected

$1,000

Per Year for New Subscribers

Proprietary Datasets

Why It Matters

Copilot is an amazing research tool. Imagine what it can do with Dakota Marketplace.

Copilot has fundamentally changed how we research, analyze, and understand information. In seconds, it can answer complex questions, research companies, summarize financial information, and turn hours of research into minutes. It’s an extraordinary tool.

But there’s one important principle about artificial intelligence: the quality and depth of its answers depend heavily on the information it can access. That’s where Dakota Marketplace changes the equation.

What happens when you connect Copilot to Dakota Marketplace?

The public internet doesn’t contain everything. Much of the most valuable information investment professionals need is scattered across regulatory filings, investment disclosures, company records, pension documents, and specialized databases. Dakota Marketplace has already done the work of collecting, cleaning, classifying, verifying, and connecting it.

Investment Firms

Instead of simply researching a private equity firm

Ask Copilot to examine its portfolio companies, acquisition activity, investment strategies, and relevant executives using Dakota’s structured records.

Allocators

Instead of researching an institutional investor through its website

Ask about its investment managers, commitments, holdings, and investment activity using Dakota’s allocator intelligence.

Performance

Instead of searching for fund statistics across scattered sources

Ask Copilot to analyze fund performance using Dakota’s proprietary fund-level information and benchmarks.

The intelligence of Copilot hasn’t changed. The depth of information available to it has.

The Difference

One question. Two very different research experiences.

You ask Copilot

“Find private equity firms actively acquiring industrial businesses, identify their portfolio companies, and tell me who I should contact.”

Public web only

Copilot can find

Public PE firm websites, press releases, published deals, and publicly named executives.

Likely limitations

Fragmented deal histories, incomplete sponsor relationships, inconsistent coverage, and more manual verification.

Web + Dakota

Copilot can also draw on

Structured PE sponsor profiles, linked transactions, portfolio companies, industry classifications, and decision-maker records.

Additional value

More targeted firm lists, stronger transaction context, and relevant contacts for outreach.

Illustrative example. Not actual Copilot output.

The question didn’t change. The information available to answer it did.

What Dakota Adds

Proprietary datasets, brought into the conversation.

Dakota Marketplace brings a vast collection of specialized financial intelligence to Copilot, including:

Allocators

150,000+

Allocators

Institutional investors, family offices, endowments, foundations, pensions, RIAs, and other capital allocators.

Investment Firms

12,000+

Investment Firms

Investment managers across private equity, private credit, venture capital, real estate, and other strategies.

Sponsor-Backed

200,000+

Sponsor-Backed Companies

Private companies connected to their private equity sponsors.

Non-Sponsored

300,000+

Non-Sponsored Companies

Privately held businesses beyond the traditional private equity universe.

Deal Intelligence

32,000+

Private Market Transactions

Acquisitions, exits, venture financings, and other transactions linked to companies, buyers, sellers, sponsors, and decision-makers.

Performance

18,000+

Private Funds

Fund performance intelligence, vintage years, strategies, and benchmarking data.

Public Filings

13F Holdings

Institutional holdings, including ETFs, closed-end funds, BDCs, and other publicly reported securities.

Regulatory

Form ADV

Investment adviser profiles, regulatory filings, and business information.

Capital Raising

Form D

Private securities offerings and capital-raising activity.

Public Pensions

Public Pension Holdings

Investment managers, commitments, investment portfolios, and institutional investment activity.

This isn’t simply more information. It’s information that has been organized, classified, and connected so it can answer highly specific investment questions.

Try Asking

Same question. Completely different depth of answer.

Find private equity firms investing in healthcare companies and identify their recent acquisitions, portfolio companies, and relevant executives.”

Without Dakota

Copilot can search public announcements, websites, and news articles.

With Dakota connected

Copilot can also access structured private company records, transaction intelligence, sponsor relationships, and executive information from Dakota Marketplace.

Which public pension funds have committed capital to private credit managers, and what can you tell me about their investment programs?”

Without Dakota

Copilot relies on publicly available search results.

With Dakota connected

Copilot can draw on Dakota’s public pension investment and allocator intelligence.

Compare a 2020-vintage private equity fund’s performance against comparable funds.”

Without Dakota

Copilot can search for publicly available fund information.

With Dakota connected

With Dakota’s private fund performance data, Copilot can help put performance into context using relevant fund-level information and benchmarks.

Illustrative examples. Not actual Copilot output.

Five Ways

Five ways Dakota Marketplace can dramatically enhance your Copilot research.

Go beyond the public internet

Copilot can already find an enormous amount of information online. Dakota adds specialized data that may not be easily available, consistently organized, or searchable through public websites.

The result: greater research depth and access to information that might otherwise require hours of manual work.

Ask more sophisticated questions

With public information alone, you might ask: “Who are the largest private credit managers?” With Dakota connected, you can go further:

“Identify private credit managers, compare their fund performance, and find institutional investors that have committed capital to them.”

Connect information across different datasets

Dakota can connect a private equity firm to its funds, portfolio companies, acquisitions, exits, executives, and potentially the institutional investors backing its funds. Instead of researching isolated facts, you’re researching relationships.

Turn research into actionable intelligence

Imagine asking Copilot:

“Identify registered investment advisers with significant ETF holdings, show their relevant exposures, and help me prioritize firms for outreach.”

Dakota supplies the specialized intelligence. Copilot helps you analyze it and act on it.

Save significant research time

Ask sophisticated questions in natural language and bring relevant proprietary information into one conversational workflow, so you spend more time evaluating opportunities and making decisions.

An Extraordinary Combination

One question can become an entire research workflow.

Copilot

Copilot provides the intelligence.

It understands questions, reasons through complex topics, synthesizes findings, and communicates answers in natural language.

Dakota Marketplace

Dakota provides the proprietary information.

Millions of connected financial data points across allocators, managers, private companies, transactions, funds, filings, and holdings.

Together

The connection creates the opportunity.

The combination can answer complex questions using proprietary relationships and financial data that aren’t readily accessible through ordinary web research.

Ask sophisticated investment research questions in plain English. Dakota Marketplace is becoming the proprietary investment intelligence layer for AI.

Results depend on the question, data coverage, and source verification. Always verify important findings.

How It Works

No complicated search language. No new research workflow.

Connect

Activate your Dakota Copilot connection.

Ask in plain English

Use Copilot the way you already do.

Get better answers

Answers that are more informed, more specific, and more actionable.

Get Connected

Stop asking Copilot to find what Dakota already knows.

Now you can experience what happens when one of the world’s most powerful AI research tools connects to one of the most comprehensive collections of investment intelligence. Put Dakota Marketplace behind your next Copilot question.

Connect Dakota Marketplace to Copilot

Annual Dakota Copilot Connector Access · New Subscribers

$1,000 /year

Better data. Deeper research. More actionable intelligence.

1,700 Dakota subscribers across 560 customer organizations

are already using the Dakota connector.

Same Copilot. Better data. Dramatically more useful answers.

Copilot is an amazing research tool. Imagine what it can do with Dakota Marketplace.

What happens when you connect Copilot to Dakota Marketplace?

One question. Two very different research experiences.

Public web only

Web + Dakota

Proprietary datasets, brought into the conversation.

Same question. Completely different depth of answer.

Five ways Dakota Marketplace can dramatically enhance your Copilot research.

One question can become an entire research workflow.

No complicated search language. No new research workflow.

Stop asking Copilot to find what Dakota already knows.

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