Top 10 Private Company Transaction Prompts

Top 10 Private Company Transaction Prompts

Top 10 Private Company Transaction Prompts
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Private company transaction data is incredibly powerful, but you have to be able to get to it quickly.

If you're on a deal team, you know the drill… ene tab for spreadsheets, another for news alerts, and a separate database login. Then a CRM export. All just to answer what should be a simple question: Who just bought what? Who’s raising? Who’s active in this sector?

By the time everything is pieced together, the window to act can feel a lot smaller.

Dakota Joe was built to solve this.

Embedded directly inside Dakota Marketplace, Dakota Joe lets you type a natural-language question and instantly generate a structured, ready-to-use transaction report. No toggling. No manual compiling. No waiting.

Below are 10 transaction prompts you can run inside Dakota Joe.

Want to see these prompts run live? Book a demo of Dakota Marketplace.

Top 10 Private Company Transaction Prompts for Dakota Joe

1. Show me healthcare companies that have been acquired in the last 30 days.

2. Show me companies last year that were acquired for more than $1B.

3. Show me take-private transactions in the consumer staples sector.

4. What are companies in NYC that have transacted in the last 90 days?

5. Show me deals in the data center segment.

Dakota Joe – Dakota Marketplace’s AI Report Builder

Joe is Dakota Marketplace’s AI-powered report builder that lives directly inside your existing environment. With Joe, you can generate custom reports on Accounts, Contacts, Investments, and Dakota Recommends data in a consistent, presentation-ready format. Just tell Joe what you’d like to see (by segment, time period, or strategy) and it builds the report for you.

Instead of building reports manually or exporting spreadsheets, teams can interact with their data the same way they think… by asking questions like who they’ve spoken to recently, where momentum is building, or which relationships need attention.

Because Dakota Joe lives inside Dakota Marketplace, insights stay connected to allocator profiles, activity history, and relationship context. That means less time preparing reports and more time focusing on conversations that move deals and fundraising forward.

See Dakota Joe in action for yourself, book a demo of Dakota Marketplace!

6. Show me all Series B rounds from last week.

7. Show me financials transactions under $100M in deal value.

8. Which software companies raised a venture round greater than $200M?

9. Show me all of the add-on/bolt-on transactions in the industrials sector.

10. What strategic acquisitions took place in the energy sector in 2025?

Why Dakota Joe Changes Transaction Research

Transaction intelligence drives sourcing, competitive awareness, and strategic positioning. But the way most teams gather it hasn’t changed.

Dakota Joe replaces multi-step transaction research with a single prompt. What used to take multiple searches, exports, and cross-checks now happens in seconds – all directly inside Dakota Marketplace.

That shift changes how teams operate. Instead of spending time compiling information, you spend time acting on it.

Run the prompt. Get the report. Move to the next conversation.

The easiest way to understand Dakota Joe is to see it in action.

Book a demo of Dakota Marketplace to watch these prompts run live.

Morgan Holycross, Marketing Manager

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.