If you are raising capital or sourcing deals, you already know that speed and context are everything. The Dakota Marketplace ChatGPT Connector puts live allocator intelligence directly inside ChatGPT, so you can build call lists, research accounts, draft outreach, and prep for meetings without switching tabs or copying data from one tool to another.
This guide walks you through how to set it up in six steps.
What You Need Before You Start
Before connecting, make sure you have the following:
- An active Dakota Marketplace membership
- An active ChatGPT Enterprise or ChatGPT Business subscription (the Apps directory is not available on free or Plus plans)
- Your Dakota Marketplace login credentials
Not yet a Dakota Marketplace member? Book a demo to see what's inside.
Connecting Your ChatGPT With Dakota Marketplace
Step 1: Open Apps from the Left Sidebar
Log in to ChatGPT at chatgpt.com using your Enterprise or Business account. In the left sidebar, click Apps to open the connector directory.
Step 2: Search for Dakota in the Apps Directory
Once the Apps page opens, you will see featured connectors across several categories. Use the search bar in the top right corner to search Dakota and locate the Dakota Marketplace connector.
Step 3: Select Dakota Marketplace from the Results
The Dakota Marketplace connector will appear in the search results. Click the card to open the connector page.
If two Dakota Marketplace listings appear, select the public one rather than the one tagged Internal, unless your administrator has directed otherwise.
Step 4: Click Connect
On the Dakota Marketplace connector page, you will see a description of what the connector does and the data it accesses. Click the Connect button in the top right corner to begin authentication.
Step 5: Sign In with Your Dakota Marketplace Credentials
An authentication dialog will appear prompting you to add Dakota Marketplace to ChatGPT. Click Sign in with Dakota Marketplace and enter the same email and password you use to log into Dakota Marketplace at dakotanetworks.my.site.com.
Step 6: Confirm the Connection and Start Chatting
After authenticating, the connector page will refresh and the button in the top right will change from Connect to Start chat. That confirms the connection is live. Click Start chat to open a new conversation with the Dakota Marketplace connector active.
You will also see a checkmark next to Dakota Marketplace in your Apps directory going forward.
Start Querying Dakota Data in ChatGPT
Once connected, open any new ChatGPT conversation, attach Dakota Marketplace, and start prompting. Here are a few ways investment professionals are using it:
Find allocators: "Find me 10 family offices in Texas investing in private equity with verified contacts."
Research an account: "Summarize GIC Group's investment preferences and recent activity."
Build a call list: "Build a list of endowments and foundations with over $500M AUM allocating to real assets."
Draft outreach: "Draft a cold email to the CIO at a mid-size RIA interested in liquid alternatives."
Deal sourcing: "Find private companies in healthcare IT in the Southeast backed by PE sponsors."
Meeting prep: "Summarize everything Dakota has on GIC Group before my call tomorrow."
Ready to Connect?
The Dakota Marketplace ChatGPT Connector is available to all active members with a ChatGPT Enterprise or Business subscription.
Book a Dakota Marketplace demo.
