How to Start Prospecting on Day One With Dakota's Popular Member Reports

How to Start Prospecting on Day One With Dakota's Popular Member Reports
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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.

Knowing you want to prospect and knowing where to start aren't the same thing. Most new members log in wanting to find accounts and contacts worth pursuing, but building a view from scratch takes time most people don't spend on day one, so the platform ends up underused before it ever gets a real chance.

In this article, we'll walk through how Popular Member Reports remove that friction, and how to use them to get immediate value the moment you log in.

What Popular Member Reports Actually Give You

Every Marketplace login includes a pre-built set of saved reports, curated by the Dakota team and sitting directly in the Reports folder with no setup required. These reports are designed to surface the most actionable data right out of the box, covering the accounts, contacts, and activity patterns that matter most to fundraisers. Instead of building a view from scratch, you can open a report on day one and immediately see data already structured for your workflow.

3 Use Cases for Popular Member Reports in Dakota Marketplace

Use It to Get Value Before You've Built Anything Yourself

The gap between logging in and actually finding something useful is where a lot of platform adoption stalls. One VP of Investor Relations bookmarked the team folder alongside the Popular Member and Alumni report templates almost immediately after logging in, skipping the step of building a custom view entirely. Opening the Popular Member Reports folder before you start configuring anything yourself gives you a working starting point on day one instead of a blank screen.

Watch a walkthrough of Popular Member Reports to see what's included out of the box.

Use It as a Daily Habit, Not a One-Time Orientation

Popular Member Reports aren't just an onboarding tool, they hold up as a regular part of a prospecting routine. One user relies on the Popular Member Reports folder to focus specifically on reports relevant to their asset class, checking Marketplace several times a day as part of their normal workflow. Treating these reports as a daily starting point, rather than something you look at once during setup and forget, keeps them useful well past your first login.

Use It to Shorten the Path From Trial to Activation

The gap between a first login and finding real value matters just as much for someone evaluating the platform as for an existing member. One team used the Popular Member Reports folder as the starting point in a first walkthrough with a prospective member, and that prospect activated their trial on the same call, since seeing usable data immediately made the decision easier than it would have been starting from an empty account.

Skip the Setup and Start Prospecting Today

You don't need to build a report to start finding value in Marketplace. Popular Member Reports are already sitting in your account, curated around the accounts, contacts, and activity that matter most, ready to open the moment you log in.

Book a demo of Dakota Marketplace to see Popular Member Reports and what's already built for your workflow.

FAQs

What are Popular Member Reports? A pre-built set of saved reports available in every Marketplace login's Reports folder, curated by the Dakota team, requiring no setup.

Do I need to configure anything to use them? No. They're available immediately upon login and cover the accounts, contacts, and activity patterns most relevant to fundraisers.

Can I use these reports for trial or onboarding walkthroughs? Yes. Popular Member Reports are often used as a first stop for new members to see immediate value before building their own custom views.

Morgan Holycross, Marketing Manager

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.