Using Manager Presentations to Your Advantage | dakota marketplace

How to Use Manager Presentations for Competitive Intelligence in Deal Sourcing

How to Use Manager Presentations for Competitive Intelligence in Deal Sourcing
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Finding the right deal is hard enough. But these days, identifying an opportunity is just step one. The real challenge? Winning the deal, and that’s where things get competitive fast.

Once you’ve found a company you want to pursue, you're not the only one. Dozens of other firms are circling the same opportunity, all trying to make their case. And for most deal sourcing teams, that’s when a familiar problem shows up:

You're pitching without knowing what you're up against.

You know your firm’s strengths… but do you know how your competitors are positioning theirs? Do you know what growth stories they’re leading with? Or which sectors they’re claiming as their domain?

Without that visibility, it’s easy to lose a deal to a team with a sharper, more relevant story.

The Problem: Deal Teams Are Pitching in the Dark

For deal teams, it’s not only about sourcing opportunities, it’s about winning them. But that’s hard to do when:

  • Competition is intense: You're rarely the only bidder.
  • Everyone sounds the same: “Sector specialists,” “value-add investors,” “growth-focused”... how do you stand out?
  • Past performance sells: Founders want to know what you’ve done before, and how you talk about it matters.
  • You lack visibility: Competitor strategies aren’t shared in pitchbooks. And they’re certainly not posted on websites.

The result? You’re walking into meetings with less information than your competition and hoping your story lands.

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The Hidden Advantage: Manager Presentations

Manager presentations are often thought of as allocator-facing documents. But for deal sourcing teams, they’re a goldmine of competitive intelligence.

Inside a manager presentation, you can find:

  • How a firm is positioning its sourcing strategy
  • What sectors or geographies they’re prioritizing
  • Which portfolio companies they’re highlighting and why
  • How they’re telling their value creation story

For deal teams, this isn’t just interesting. It’s essential. Because when you understand how others are positioning themselves, you can:

  • Benchmark your own messaging
  • Spot overused narratives (and avoid them)
  • Strengthen your differentiation
  • Anticipate where your competitors are headed next

But there’s a catch...

The Real Problem: Access

Manager presentations are notoriously hard to find.

They live in inboxes, on outdated websites, or in conversations that never get shared. Tracking them down is time-consuming, and even when you do find one, it’s usually a one-off. You’re left piecing together a fragmented view of the market.

That lack of visibility can cost you. While your team is digging, your competitors are pitching. And they might be telling a story that resonates better… simply because they’ve done their homework.

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dakota marketplace is the solution

Manager presentations aren’t just for fundraising teams. For deal professionals, they’re a powerful, and often overlooked, source of competitive insight.

The challenge has always been visibility.

dakota marketplace solves that.

It brings together thousands of manager presentations, consultant reviews, and related data in one centralized, searchable platform in order to give deal teams the intelligence they need to pitch smarter and win more often.

With dakota marketplace you can: 

  • Benchmark your competition: See how other firms position themselves.
  • Understand investment behavior: Identify what kinds of companies competitors are targeting and backing.
  • Validate positioning: Test if messaging aligns with fund performance and outcomes.
  • Track sector activity: Know which firms are actively investing in your space.
  • Spot fundraising signals: Identify peers that are raising capital — a sign that portfolio companies may soon be coming to market.
  • Access real-world insights: Review consultant commentary, allocator reviews, and more.

And with dakota’s comprehensive general partner (GP) data layered into the platform, you’re not just seeing presentations. You're unlocking the full picture.

This includes:

  • Contact details
  • LP relationships
  • Check sizes written into portfolio companies
  • Revenue, EBITDA, and enterprise value ranges
  • Fund launches and performance data
  • Historical presentations and pitch materials

When our GP data is married to private company insights, it sheds light on one of the most opaque parts of the private equity world, and gives your team a real edge.

Instead of walking in cold, you walk in confident with the right story, the right positioning, and a clear view of the competitive landscape.

You don’t just find deals. You win them.

Start using manager presentations to your competitive advantage. Book a demo of Dakota Marketplace.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.