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.
Consultants and field consultants are often the gatekeepers between a fundraiser and the allocator, but figuring out who actually covers a given plan, and building a metro- or territory-specific list of those contacts, has traditionally meant a manual research hassle before you could even start calling.
In this article, we'll walk through how Consultant Contacts in Dakota Marketplace surfaces those relationships directly, and how to use it to build a calling program by territory instead of piecing one together by hand.
What Consultant Contacts Actually Shows You
Marketplace tags Consultant and Field Consultant contacts directly to the allocator accounts they cover, over 1,000 field consultants mapped to 172 consulting firms, so you can see which consultant relationship sits behind an account right on the account page. Contacts are filterable by metro area, asset class coverage, and AUM, so you can build a targeted list without needing a custom report.
3 Use Cases for Consultant Contacts in Dakota Marketplace
Use It to Build a Calling Program by Territory
Knowing which consultants cover which accounts in a given metro area or state turns a scattered outreach effort into a structured calling program. One team, walking through the feature for the first time, called field consultant contact filtering the most relevant feature for their day-to-day work, with multiple people on the call independently describing the filtering as intuitive to use. Building your calling list by territory from the start means you're not rediscovering coverage gaps months into a campaign.
Book a demo to see field consultant coverage for the territory you're building outreach around.
Use It to Cross-Check Against Your Own Internal Coverage
Consultant contact data is even more useful when it's checked against what your team already knows. One firm regularly exports consultant contacts by metro area and feeds that list into another workflow specifically to match against their internal territory coverage, treating it as a way to confirm gaps or overlaps rather than starting from scratch each time.
Use It to Replace Manual Mapping You're Already Doing
Some teams have been doing this mapping work manually for a while, using whatever Dakota data they could piece together on their own. One team had already been mapping field consultant contacts by hand, and confirmed that formalizing that process through a CRM integration was an easy, obvious next step once they saw the structured version of what they'd been building manually.
Turn Consultant Coverage Into a Structured Calling List
Consultants are often the actual decision path to an allocator, and knowing who covers which account is the first step to reaching them efficiently. Filter by metro area, asset class, or AUM before your next outreach push, and build your calling list around real coverage instead of guesswork.
Book a demo to see Consultant Contacts mapped to the accounts and territory you cover.
FAQs
What does Consultant Contacts show? Consultant and Field Consultant contacts tagged directly to the allocator accounts they cover, filterable by metro area, asset class coverage, and AUM.
How many field consultants does Dakota Marketplace track? 1,000+ field consultants mapped to 172 consulting firms.
Can I use this to build a territory-specific calling list? Yes, filtering by metro area and coverage lets you build a targeted list without needing a custom report.
