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Investment teams don’t struggle because they lack data, they struggle because that data is fragmented. Prospecting happens on LinkedIn, research happens on firm websites and news articles, and preparation happens in email and calendars. Meanwhile, critical intelligence lives somewhere else, forcing constant tab switching and manual lookups.
The Dakota Marketplace Chrome Extension solves this problem directly. It creates a context-aware layer of institutional intelligence that lives inside your browser, surfacing relevant Marketplace insights exactly where your research is already happening.
In this article, we’ll explain what the Dakota Marketplace Chrome Extension is, how teams use it day to day, and why embedding intelligence directly into your workflow fundamentally changes how research, preparation, and sourcing get done.
Want to see the Dakota Marketplace Chrome Extension live? Book a demo of Dakota Marketplace.
Every time a user switches tabs to look up an account, confirm details, or cross-reference intelligence, momentum breaks. Over time, those interruptions add up… costing hours each week and leading to incomplete or inconsistent context.
This is why Chrome extensions are often the most valuable part of modern CRM and intelligence platforms. They don’t add more data, they remove friction by bringing intelligence to the workflow instead of forcing the workflow to the data.
The Dakota Marketplace Chrome Extension was built around this exact principle.
The Dakota Marketplace Chrome Extension connects your browser directly to Dakota Marketplace, allowing institutional intelligence to surface in real time as you research online.
As you browse firm websites, read news, or review professional profiles, the extension:
Instead of stopping your work to search for context, the context comes to you.
The extension acts as an overlay between the web and Dakota Marketplace. When you encounter a firm online, the extension helps you immediately understand who they are, how they fit into your strategy, and whether they matter… without leaving the page.
This matters because teams gain clarity earlier in the process, leading to better prioritization and stronger preparation.
See this workflow inside Dakota Marketplace, book a demo!
The Dakota Marketplace Chrome Extension is designed for the moments where research friction slows teams down the most. Prospecting often requires bouncing between LinkedIn, firm websites, and internal systems just to understand who a firm is and whether they matter. With the extension, Marketplace intelligence appears in real time as you browse, turning passive research into active qualification and helping teams prioritize faster with fewer wasted cycles.
The same friction shows up during deeper research. Insights frequently end up scattered across notes, memory, or spreadsheets, disconnected from structured data. By surfacing Marketplace context directly alongside the pages you’re reviewing, the Chrome Extension keeps intelligence tied to the accounts that matter… resulting in more consistent research and fewer gaps in understanding.
Meeting preparation benefits as well. Pre-meeting prep is often rushed or incomplete, especially when context has to be rebuilt at the last minute. With the extension, key account intelligence is instantly accessible as you review firm pages, bios, or articles before meetings, helping teams show up informed, aligned, and confident.
Sales teams use the Chrome Extension to qualify prospects faster while researching online, without breaking their workflow. Investor relations teams rely on it to pull key context before meetings or calls so conversations start informed. Research and strategy teams move seamlessly between market research and institutional intelligence without duplicating work, while leadership gains faster visibility into firms and activity without depending on manual summaries.
See how your team can use the Dakota Marketplace Chrome Extension and book a demo!
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
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