List Match In Dakota Marketplace: Upload Any List, Match It in Minutes

April 30, 2026

List Match In Dakota Marketplace: Upload Any List, Match It in Minutes

4:30

Every fund manager has a stack of lists sitting outside Dakota Marketplace. Conference attendee rosters, prospect files from a webinar, exports from another tool, names a colleague forwarded last month. Each one represents real targets. Each one sits unusable until you match it, by hand, against records you already pay to access.

That's the work List Match removes in Dakota Marketplace.

Effective fundraising depends on closing the gap between a list of names and a list of meetings as quickly as possible. List Match removes the manual lookup step that sits between the two.

In this article, we’ll review the importance of List Match and how it can save you time during your sales process!

What's Now Available

List Match is live in Dakota Marketplace today.

Drop in a CSV, XLSX, or XLS file of accounts or contacts. The matching engine identifies what we already cover in Marketplace and links it to the corresponding records in minutes. No template, no manual cleanup, no stripping CFA/CAIA/MBA suffixes by hand.

You get back:

Email addresses, phone numbers, and titles for matched contacts
Investment preferences and account intelligence for matched firms
A confidence score on every record (Matched, Low Confidence, Unmatched)
A clean view of which records sit outside Dakota's coverage

The button in the platform is labeled Upload a List, top-right of the Marketplace header. Every list you process is saved automatically and accessible from the Saved Lists tab. You can re-run any saved list against fresh Marketplace data anytime.

See List Match on your own data. Bring a list you've been meaning to work through, and we'll show you how much of it Dakota already covers!

What List Match Changes About Your Workflow

The before/after is concrete.

Before: You receive a 280-row attendee list four days before a conference. Someone on your team spends the next six hours typing names into Marketplace one by one. Half the list is matched by the time you board the plane. The rest gets finished at the airport. By then, the people you most wanted to meet have already booked their calendars.

After: You upload the list. Minutes later, you have email addresses, titles, and investment preferences for everyone Marketplace covers. You send targeted outreach the same day the list arrives. You walk in with a meeting schedule instead of a to-do list.

For the full conference prep playbook, see How to Actually Prepare for a Conference (And Why Most People Don't).

The same shift applies to every list you currently work through manually:

Territory reviews: Upload your assigned account list and see which records align with Dakota coverage and which are gaps
CRM cleanup: Run a Salesforce export against Marketplace and surface stale or incomplete records
Prospect file matching: Upload names from a third-party data pull and pull email and contact info on the ones Dakota covers
Re-engaging old lists: Names from a past event, an old prospect database, a forwarded file. Upload it and see what's actionable today

Each of these depends on having qualified prospects in the first place. List Match doesn't replace that judgment. It lets you apply it faster.

For prospects you encounter while browsing, the Dakota Marketplace Chrome Extension does the same compression in real time. List Match handles everything sitting in a file outside the platform.

How to Use It

Click Upload a List in the top-right of the Marketplace header. Choose Contact or Account matching. Name the list, drop in your file, confirm the header row, and map your columns to Dakota fields. Hit Process and Match.

The strongest results come from including Full Name plus Company Name for contact matching, or full legal firm names (Blackstone, not BX) for account matching. Email and job title sharpen accuracy at firms with many contacts.

Files over 1,000 rows process fastest in batches. Each saves separately under Saved Lists and can be re-run against the latest Marketplace data anytime.

Try It on a List You've Been Putting Off

List Match is live now for all Dakota Marketplace members. Upload a conference attendee list, a territory file, a prospect export, or any list of accounts and contacts sitting outside the platform, and see what Dakota knows.

Want to see how List Match fits into your fundraising workflow? Book a demo and we'll walk you through it.

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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List Match In Dakota Marketplace: Upload Any List, Match It in Minutes