How to Build a Strategic Conference Calendar Using Dakota Marketplace

How to Build a Strategic Conference Calendar Using Dakota Marketplace
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Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo

Fundraising and raising capital is hard. Dakota makes it easier.

Travel budgets and calendar space are both limited, but the events fundraising teams actually attend often come down to habit and memory rather than a real filter, the same conferences year after year, or whatever happens to land in an inbox.

In this article, we'll walk through how the Conference dashboard in Dakota Marketplace lets you filter events by what actually matters to your coverage, and how to use it to build a calendar and a prep workflow around events worth the travel.

What the Conference Dashboard Actually Shows You

Dakota Marketplace has a full Conference dashboard, searchable and filterable by conference name, metro area, investment focus, category, format, and date. It covers upcoming and past events, with registration links, cost, location, and event descriptions all in one place.

Today, that's 1,000+ upcoming conferences tracked this year, 4,000+ past conferences for reference, and 300+ conferences already loaded for next year, so you can plan ahead rather than waiting for an event to be announced.

3 Use Cases for the Conference Dashboard

Use It to Build Your Annual Calendar Around Real Filters

Deciding which conferences to attend shouldn't mean defaulting to the same list every year. One team actively uses the conferences tab as part of their annual budget planning process, filtering specifically to surface new events worth considering rather than relying on institutional memory of what they attended last time. Filtering by investment focus, format, and metro area before you finalize a travel budget turns calendar planning into something based on actual event fit, not habit.

Watch a walkthrough of the Conference dashboard to see how the filters work for your coverage.

Use It to Prep for a Specific Event

The dashboard is just as useful once you're locked into a conference and need to prioritize meetings. One team's entire onboarding call centered on a single goal: cross-referencing an upcoming conference's attendee list against Dakota to figure out which meetings to prioritize before they even arrived. That kind of prep, matching a known attendee list against your own account data, turns a conference from a networking gamble into a targeted set of meetings planned in advance.

Use It to Fill the Gap Between Events

Conference-specific networking tools are useful in the moment, but that data tends to go stale as soon as the event ends. One customer, comparing Dakota to a conference-specific networking platform, noted that the other tool's data faded quickly between events, while Dakota filled that gap in the meantime. In a live comparison, the large majority of a sample attendee list matched directly to existing Marketplace records, showing how much overlap already exists between event attendee lists and account data you likely already have.

Turn Your Travel Budget Into a Targeted Calendar

A conference calendar built on habit costs you the same travel budget as one built on real filters, but only one of them maximizes your time in the field. Filter by investment focus, format, and metro area before you commit to a schedule, and you'll walk into each event with a prioritized list instead of a general hope of good timing.

Book a demo to see the Conference dashboard filtered to your coverage and upcoming travel.

FAQs

What can I filter conferences by in Dakota Marketplace? Conference name, metro area, investment focus, category, format, and date.

How many conferences does Dakota Marketplace track? 1,000+ upcoming this year, 4,000+ past events, and 300+ already loaded for next year.

Can I use it to prep for a specific conference? Yes. You can cross-reference an attendee list against Marketplace data to prioritize meetings before the event.

Morgan Holycross

Written By: Morgan Holycross

Morgan Holycross is a Marketing Manager at Dakota.