Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in private markets, that's a major unlock.
But only if you're actually using it.
The professionals pulling ahead right now aren't waiting for AI to become part of their firm's official process. They're building it into their daily workflow today whether for meeting prep, prospect research, outreach, or competitive intelligence.
The difference between a generic AI tool and the Claude App connected to Dakota Marketplace is the difference between a guess and a grounded answer.
Generic AI has no access to 30 years of verified LP, GP, fund, and transaction data. It hallucinates. It generalizes.
Dakota Marketplace’s Claude App doesn't return rows. It returns intelligence, built on the only dataset built exclusively for the private markets community.
Here's what that looks like in practice, five things we learned today.
1. The Interval Fund RIA Build-Out List
For: Heads of distribution at non-traded real estate interval funds The Job: Building wholesaler coverage territory for a new hire covering Southwest RIAs and broker-dealers
The prompt
I'm launching wholesaler coverage for a non-traded real estate interval fund across the Southwest (Arizona, Nevada, New Mexico). Using Dakota Marketplace, build a target list of RIAs and independent broker-dealers with $500M+ AUM and existing alts or non-traded REIT usage. Show TAM by metro, the best contact at each firm, and a first-call email template.
2. The Value-Add Real Estate Consultant Map
For: VPs of institutional sales at value-add real estate managers The Job: Mapping which consultants have placed clients into comparable strategies ahead of a Fund VI raise
The prompt
I cover consultant relations for a $3B value-add real estate manager raising Fund VI. Using Dakota Marketplace, identify real estate-focused investment consultants and OCIOs who have placed a client with a comparable value-add strategy in the last 24 months. Show the consultant's research lead, AUM advised, and which of their clients have open real estate searches.
These prompts are only as good as the data behind them. Every prompt above runs on Dakota Marketplace data: the verified contacts, AUM, investment preferences, and transaction activity that turn a generic AI answer into a real prospect list. Whichever AI app you use, the facts come from the same place. Book a demo of Dakota Marketplace to get connected.
3. The Climate-Aligned Endowment Targeting List
For: Heads of fundraising at energy transition infrastructure funds The Job: Finding endowments and foundations with a stated climate policy and real assets allocation above 5%
The prompt
I'm raising a $600M energy transition infrastructure fund. Using Dakota Marketplace, identify endowments and foundations with a stated climate or net-zero investment policy and a real assets or infrastructure allocation above 5%. Show AUM, current climate-related managers in portfolio, key investment contact, and whether they've made a public commitment to fossil-fuel-free or climate-aligned investing.
4. The Direct Lending Co-Investment Partner Map
For: Managing directors at lower middle-market direct lending funds The Job: Identifying insurers and regional banks that participate in club deals alongside a manager their size
The prompt
Beyond traditional LPs, I want to map insurance companies and regional banks that co-invest or participate in direct lending club deals. Using Dakota Marketplace, identify insurers with $1B-$10B in invested assets showing direct lending or private placement activity, and show their typical deal size, key contact, and whether they've co-invested alongside a manager our size before.
5. The Corporate Pension De-Risking Credit List
For: Distribution teams at investment-grade private credit strategies The Job: Finding corporate DB plans still allocating to credit mid-glide-path, before they fully transition to LDI
The prompt
I run distribution for an investment-grade private credit strategy targeting corporate defined benefit pension plans still in de-risking glide paths. Using Dakota Marketplace, identify corporate pension plans with $2B+ AUM that maintain a fixed income or private credit allocation as part of an LDI glide path, showing current credit allocation, glide path stage, plan sponsor CIO or Treasurer contact, and any recent manager searches tied to duration-matching or credit upgrades.
Start Prompting With Real Data
Here's the thing that makes these prompts work… on its own, AI is brilliant at structure and terrible at facts it doesn't have. Ask any chatbot for a pension fund's current allocation, a CIO's contact, or who actually owns a target company, and it will confidently make something up.
That's the whole reason these prompts run on Dakota Marketplace data, no matter which AI app you prefer: you get the speed and structure of AI with contacts, AUM, allocations, and transactions that are actually verified.
AI is the engine. Dakota Marketplace is the fuel.
Connect the two, in Claude, ChatGPT, or whatever you already use, and the work that used to eat your morning takes minutes, with data you can actually act on.
Book a demo of Dakota Marketplace to get started.
