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.
Report-building has always been one of the most powerful parts of Dakota Marketplace, and also where newer or less technical users tend to get stuck. Knowing which tab a field lives on, how to layer filters correctly, and what combination actually gets you the list you want takes time most people don't have when they're new to the platform.
In this article, we'll walk through how Dakota Joe removes that learning curve entirely, and how to use it to build reports just by describing what you want.
What Dakota Joe Actually Does
Dakota Joe lives in the bottom-right corner of Marketplace and lets you build reports by simply typing what you're looking for in plain English. Instead of stacking filters manually, you can ask something like "Show me all Endowments in the Northeast that invest in Private Equity" or "Show me all Portfolio Managers in Chicago who are Northwestern University Alumni," and Joe returns the list in seconds. Joe works across Accounts, Accounts & Contacts, Investments, Transactions, News, University Alumni, and Searches, and any list Joe builds can now be exported straight to Excel.
3 Use Cases for Dakota Joe in Marketplace
Use It to Get a New Team Member Up to Speed Fast
Reducing the learning curve matters most when someone is brand new to the platform and doesn't yet know where anything lives. One team spent an entire call using Dakota Joe to build out a new hire's full territory report, accounts, contacts, ETF holders, and fundraising news for their coverage, and came away telling the new hire to use Joe nonstop for whatever came up next. That kind of onboarding session compresses what would normally take weeks of learning the platform into a single working session.
Watch a walkthrough of Dakota Joe to see how a plain-English prompt turns into a full report.
Use It to Automate Lists You Used to Build by Hand
Joe isn't just for new users, experienced members use it to skip manual list-building entirely. One team automated custom RIA holder lists they used to build manually, then a colleague used the same approach to build a separate custom ETF holder list across their own territory, sharing the results with their broader team afterward as a prospecting win worth repeating.
Use It to Discover Capability You Didn't Know Existed
Sometimes the most valuable moment with Joe is realizing how much data is actually available. One prospect, watching Joe pull a targeted contact list live during a walkthrough, said "I didn't know all this stuff existed," a reaction that speaks directly to how much of Marketplace's depth goes unused simply because building a report the traditional way felt like too much work.
Ask Instead of Filter
You don't need to know which tab a field lives on or how to stack filters correctly to get a useful list out of Marketplace. Describe what you're looking for in plain English, and let Joe handle the rest, then export straight to Excel for your CRM, roadshow plan, or event invite list.
Book a demo to see Dakota Joe build a report for your specific coverage.
FAQs
What can I ask Dakota Joe to build? Reports across Accounts, Accounts & Contacts, Investments, Transactions, News, University Alumni, and Searches, described in plain English.
Can I export a report Joe builds? Yes. Any list Joe builds can be exported directly to Excel.
Do I need to know how Marketplace's filters work to use Joe? No. Joe is built specifically to remove that learning curve, you just need to describe what you're looking for.
