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 DC Plan Private Markets Sleeve List
For: Fundraisers at evergreen private equity and credit funds The Job: Identifying corporate 401(k) plans adding a private markets sleeve, a largely untapped LP channel
The prompt
I'm raising capital for an evergreen private equity vehicle designed for defined contribution plans. Using Dakota Marketplace and web research, identify large corporate 401(k) plan sponsors and their recordkeepers/consultants that have added or are evaluating a private markets sleeve within their DC menu. Show plan AUM, recordkeeper or DC consultant of record, key plan sponsor or benefits committee contact, and any public disclosure of private markets adoption timing.
2. The UK LGPS Pool Infrastructure List
For: Heads of international distribution at infrastructure equity and debt funds The Job: Targeting the UK's pooled Local Government Pension Scheme vehicles ahead of a UK raise
The prompt
I'm raising capital from UK institutional investors for an infrastructure strategy. Using Dakota Marketplace and web research, identify the LGPS asset pools (pooled vehicles managing multiple local authority pension funds) with infrastructure allocation targets, showing total pooled AUM, current infrastructure allocation vs. target, the pool's infrastructure investment lead, and any recent manager selection or procurement activity.
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 Rising-Generation Family Office List
For: Fundraisers at venture and growth equity funds The Job: Identifying family offices where a next-gen principal has taken over, often the first sign of appetite for newer strategies
The prompt
Using Dakota Marketplace, identify U.S. single-family offices with $500M+ AUM where a next-generation family member has recently taken on an investment committee or CIO role. Show AUM, the rising-generation principal's name, background, and any public statements about strategy shifts (e.g., increased venture or direct investing appetite), and the best contact for a first meeting.
4. The PRI Foundation Credit List
For: Heads of IR at impact-oriented private credit funds The Job: Identifying foundations with active program-related investment programs suited to a mission-aligned credit strategy
The prompt
I'm raising a private credit fund focused on affordable housing and community development. Using Dakota Marketplace, identify foundations with $500M+ in assets that have an active program-related investment (PRI) allocation or below-market-rate investing mandate. Show AUM, PRI program size, program officer or investment contact, and any recent PRI commitments to funds versus direct loans.
5. The Global MFO Secondaries Co-Investment List
For: Heads of fundraising at GP-led secondaries and continuation vehicle sponsors The Job: Expanding beyond U.S. institutions into global multi-family offices active in secondaries and co-investment
The prompt
I'm raising capital for a secondaries and co-investment vehicle and want to expand beyond U.S. institutions into global multi-family offices. Using Dakota Marketplace and web research, identify multi-family offices in Europe and Asia with $2B+ AUM that have documented participation in GP-led secondaries or direct co-investments in the last 24 months. Show AUM, typical check size, key investment contact, and preferred deal structure.
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.
