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 Corporate Venture LP List
For: Fundraisers at growth equity and late-stage venture funds The Job: Identifying corporates with CVC arms as non-traditional LP candidates
The prompt
I'm raising a $400M growth equity fund and want to explore corporate LPs alongside traditional institutions. Using Dakota Marketplace and web research, identify corporations with active CVC arms or balance-sheet venture investing programs that have co-invested or LP'd into funds in our stage and sector focus in the last 3 years. Show typical check size, strategic rationale, and the right contact (Head of Corporate Development or CVC lead).
2. The Placement Agent / Gatekeeper Map
For: Heads of capital formation at first-time fund managers The Job: Identifying which placement agents and consultants are active in a manager's exact size range before a first-time raise
The prompt
I'm raising a first-time $300M lower middle-market buyout fund and want to understand which placement agents and consultant gatekeepers are most active in our size range. Using Dakota Marketplace, identify placement agents and consultants that have represented or recommended funds under $500M in the last 24 months, showing their typical fund size range, sector focus, and the lead contact for a first-time manager conversation.
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 Board Turnover Signal List
For: Business development teams targeting public pensions The Job: Flagging pensions with recent trustee or board turnover as a signal the manager roster is about to get a fresh look
The prompt
Using Dakota Marketplace, identify U.S. public pension funds with $1B+ AUM that have had a board chair, trustee, or investment committee turnover in the last 9 months. For each, show current alternatives allocation, the new trustee's background and prior affiliations, and any manager search activity since the turnover. Flag the plans most likely to be reviewing their manager roster.
4. The Latin America AFP Infrastructure Debt List
For: Heads of international distribution at infrastructure debt funds The Job: Targeting Chilean, Peruvian, and Colombian pension administrators ahead of a regional roadshow
The prompt
I'm planning a roadshow across Chile, Peru, and Colombia for our infrastructure debt fund. Using Dakota Marketplace and web research, identify the largest AFPs (private pension fund administrators) in each country with a documented infrastructure or private credit allocation. Show AUM, allocation target, key investment contact, and whether they've invested with a non-domestic manager before.
5. The UHNW Alts Platform Distribution List
For: Heads of distribution at private credit and real estate managers targeting the wealth channel The Job: Getting onto the alts platforms and approved lists RIAs and private banks actually use
The prompt
I want our interval fund added to the major alts distribution platforms used by RIAs and private banks. Using Dakota Marketplace, identify RIAs and private banks with $1B+ AUM that already use a third-party alts access platform and have existing interval fund or non-traded BDC exposure. Show the due diligence contact, platform used if known, and any recent additions to their approved fund list.
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.
