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.
Insurance general account allocations have always been hard to see clearly. Most fundraisers either relied on an insurer's stated preferences or dug through filings account by account to figure out what they'd actually invested in, and by the time that research was done, the pitch was already generic.
In this article, we'll walk through how the Public Investments tab surfaces real insurance company allocation history in Dakota Marketplace, and how to use it to prioritize outreach and sharpen your pitch before you ever get on a call.
What the Public Investments Tab Actually Shows You
The Public Investments tab covers 19,900+ investment records for Insurance Company General Accounts, broken out by asset class, giving you a real, historical picture of how insurers actually allocate their general account, not just a stated preference. That breaks down to 10,700+ Private Equity records, 3,100+ Private Credit records, 2,200+ Private Real Estate records, 1,700+ Venture Capital records, 1,000+ Real Assets records, 570+ Private Infrastructure records, and 280+ Hedge Funds and Liquid Alternatives records.
Pull up any insurer's general account and you can see the strategy name, funding amount, and other strategies that account is invested in, enough to run a real competitor analysis against a specific insurer's book. Every record links back to the account profile, key analysts, and firm history, so you can go from an investment straight to a name to call.
3 Use Cases for Insurance Company Data in Dakota Marketplace
Use It to Prioritize Outreach Around Active Allocators
A stated preference tells you what an insurer says they're open to. Actual allocation history tells you what they've done. Checking an insurer's investment history by asset class before you pitch means you can prioritize outreach around accounts already active in your strategy, rather than starting cold with an account that's never actually allocated to something comparable.
Book a demo to see insurance company allocation history for the accounts on your target list.
Use It to Run Competitor Analysis Against a Specific Insurer's Book
Seeing every strategy an insurer's general account is invested in, side by side, is a fast way to understand where you'd actually fit. One firm focused specifically on the insurance space said it was great to see Dakota's progress on expanding coverage and data in that channel, since deeper coverage means a more complete picture of an insurer's book to analyze against. Pulling a target insurer's full allocation history before a pitch shows you who else is already in the room, and where the gaps are.
Use It to Support Ongoing Work in the Insurance Channel
Insurance-specific research isn't always a one-time pull. One firm has come back multiple times for a pull of infrastructure equity and debt commitments sourced from public insurance filings, specifically to support their ongoing work in the insurance channel, treating that data as a recurring input rather than something checked once and set aside.
Go Into Your Next Insurance Pitch With Their Actual Book in Hand
A pitch built on an insurer's stated preferences is a guess. A pitch built on their actual allocation history, by asset class and strategy, is informed. Pull an insurer's general account before your next call and know exactly where you'd fit before you say a word.
Book a demo to see general account allocation history for the insurers you're targeting.
FAQs
What does the Public Investments tab show for insurance companies? Historical general account allocations broken out by asset class, including strategy name, funding amount, and other strategies that account has invested in.
How many insurance company investment records does Dakota Marketplace track? 19,900+ records across Private Equity, Private Credit, Private Real Estate, Venture Capital, Real Assets, Private Infrastructure, and Hedge Funds/Liquid Alternatives.
Can I connect an investment record to a contact to reach out to? Yes. Every record links back to the account profile, key analysts, and firm history.
