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.
You've got a trip to a city on the calendar, or you're building a territory plan around a handful of metros, and the question is always the same: who's actually there?
Filtering the full account universe down to one city and one channel, RIAs, consultants, family offices, whatever you're targeting, usually means digging through broader search filters built for a different purpose.
In this article, we'll walk through how the Metro Area sub-tabs in Dakota Marketplace, especially the Investment Allocators sub-tab, give you that city-level view directly, and how to use it to plan travel and outreach around where you're actually going.
What the Metro Area Sub-Tabs Actually Show You
Every Metro Area page in Dakota Marketplace includes a series of sub-tabs that break down the local investor landscape by channel, including RIAs, Consultants, Family Offices, Broker Dealers, Banks, Wealth Managers, Foundations, Endowments, and more. The Investment Allocators sub-tab sits at the center of this, giving you a single view of every allocator in a given metro without filtering through the broader account universe first. Each metro page also surfaces contacts whose home office sits outside the city but who are locally based, so you're not missing someone just because their firm's headquarters is listed elsewhere.
There's also a Dakota Recommends tab on each metro page with local restaurants, hotels, coffee shops, and event spaces, useful when you're actually planning the trip and not just the pitch list. Coverage spans 336 metro areas globally: 130+ in the United States, 80 in Europe, 30+ in Latin America and the Caribbean, 30+ in the Middle East and Africa, 30+ in Asia-Pacific, and 10+ in Canada.
3 Use Cases for the Metro Area Tab
Use It to Build a City-Specific Call List Fast
The Investment Allocators sub-tab is the fastest way to answer "who's actually here" without extra filtering steps. One firm called out the updated metro area sub-tabs directly during a regular business review, specifically noting how useful they'd become for the team's overall platform workflow.
Another team flagged Metro Area tabs as one of the most heavily used parts of their entire prospecting process, a pattern that held up consistently enough to be worth noting on its own.
Starting from the metro page and narrowing straight to Investment Allocators skips the step of filtering a nationwide list down by city after the fact.
Watch a walkthrough of the Metro Area sub-tabs to see how the channel breakdown works for a city you're targeting.
Use It to Plan Around How You Actually Work
Not everyone starts from the same entry point, and the sub-tabs are built for that.
One user found the metro dropdowns especially useful for filtering down by channel or by metro depending on what they needed that day, and asked for even deeper sub-category filtering by strategy on top of it, a sign of how central the feature had become to their day-to-day workflow.
Whether your starting point is a state, a specific metro, or a single investor channel, the sub-tabs let you narrow from whichever direction makes sense for the trip or list you're building.
Wrapping City Scheduling and Prospecting Into One View
City scheduling has been part of Dakota's fundraising philosophy since 2006, and the Metro Area sub-tabs are built around that same idea: prospecting and travel planning shouldn't live in two separate tools.
Pulling your Investment Allocators list and your Dakota Recommends restaurant and hotel picks from the same metro page means one page covers both the who and the where of a trip.
Build Your Next City Trip Around Real Allocator Data
Planning a city visit shouldn't mean juggling a separate account list and a separate travel search. Start from the metro page, narrow to Investment Allocators or whichever channel you're targeting, and build your outreach and your itinerary from the same view.
Book a demo to see the Metro Area sub-tabs for a city on your calendar.
FAQs
How many metro areas does Dakota Marketplace cover? 130+ in the United States, 80 in Europe, 30+ in Latin America and the Caribbean, 30+ in the Middle East and Africa, 30+ in Asia-Pacific, and 10+ in Canada.
What does the Investment Allocators sub-tab show? Every allocator in a given metro area in a single view, without needing to filter the broader account universe by city separately.
Can I find local contacts even if their firm's headquarters is elsewhere? Yes. Metro pages surface contacts whose home office is outside the city but who are locally based.
