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 GP-Led Continuation Vehicle Insurance Targeting List
For: Heads of Capital Formation at secondaries funds raising a single-asset or multi-asset GP-led continuation vehicle. The Job: Building a target list of insurance companies and sovereign-adjacent institutional allocators with a documented appetite for secondaries and continuation structures, tiered by prior GP-led participation.
The prompt
Using Dakota Marketplace, build me a target list for a $600M GP-led continuation vehicle we're raising around a healthcare services asset. I need U.S. and Bermuda-domiciled insurance companies, plus large institutional allocators with insurance-linked mandates, that have participated in a secondaries or GP-led continuation deal in the past 24 months. For each name give me total balance sheet or AUM, typical secondaries check size, sector preferences, the most recent disclosed continuation vehicle or secondaries commitment with sponsor and size, and whether they invest directly or through a dedicated secondaries allocation. Include the lead alternatives investment contact with full details. Tier into Tier 1 (recent continuation vehicle participation, check size fits), Tier 2 (secondaries mandate confirmed, no recent deal), and Tier 3 (plausible but unconfirmed appetite). For each Tier 1 name draft a two-sentence opening angle referencing their specific prior deal.
2. The Core-Plus Real Estate Consultant Coverage Map
For: Directors of Consultant Relations at core-plus and value-add real estate managers building a systematic consultant coverage plan ahead of a new fund launch. The Job: Mapping the investment consultants that cover real estate manager searches for public pensions and Taft-Hartley plans, ranked by how many active searches they're currently running in the strategy.
The prompt
Using Dakota Marketplace, map the investment consultants covering real estate manager searches for U.S. public pensions and Taft-Hartley plans with $1B+ in assets. I'm launching a $900M core-plus real estate fund and need to know which consultants are actively running or have recently completed a core-plus or value-add real estate manager search in the last 18 months. For each consultant firm, give me the lead real estate research contact, the number of client plans they advise on real estate, any disclosed manager searches with plan name and target strategy, and whether they've historically included emerging or first-time core-plus vehicles on their buy lists. Rank into Tier 1 (active search underway, strategy fit confirmed), Tier 2 (covers the space, no live search), and Tier 3 (limited real estate mandate coverage). For each Tier 1 consultant draft a two-sentence introductory angle referencing their specific open search.
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 Emerging Manager Fund Administration Prospecting List
For: Business Development Directors at outsourced fund administration providers targeting managers who are outgrowing in-house back-office operations. The Job: Identifying private fund managers approaching the AUM and vehicle-count thresholds where outsourcing fund administration becomes the obvious next move, tiered by urgency.
The prompt
Using Dakota Marketplace, I'm prospecting for our fund administration platform. Identify U.S. private equity, venture, and private credit managers between $250M and $1.5B in AUM that have launched a second or third fund vehicle in the past 24 months, or added a co-investment or SPV structure recently, without a disclosed third-party administrator relationship. For each firm, give me current AUM, number of active fund vehicles, most recent fund close date and size, CFO or COO name and tenure, and any signal of headcount growth in fund operations or finance. Tier into Tier 1 (multiple new vehicles, thin ops team, urgent need), Tier 2 (growing but likely already served), and Tier 3 (stable, low urgency). For each Tier 1 firm draft a two-sentence opening line referencing their specific fund launch activity.
4. The Chief Compliance Officer Candidate Slate for a Multi-Strategy RIA
For: Principals in the compliance and legal practice of executive search firms running CCO searches for registered investment advisers. The Job: Building a candidate slate of compliance leaders with relevant regulatory exam and multi-strategy experience, screened against the client firm's existing vendor and custodian relationships.
The prompt
Using Dakota Marketplace, I'm running a confidential search for a Chief Compliance Officer at a $3B multi-strategy RIA that recently underwent an SEC exam. Identify individuals currently serving as CCO, Deputy CCO, or Head of Regulatory Affairs at RIAs or private fund managers with $1B to $6B in AUM that have disclosed an SEC exam or deficiency letter in the past three years and remained in good standing afterward. For each candidate, give me current firm, tenure in role, prior roles, the firm's AUM and vehicle count, and any public record of the exam outcome. Flag candidates whose current firm has had recent leadership turnover in legal or compliance. Tier into Tier 1 (direct exam-remediation experience, strong fit), Tier 2 (relevant background, no exam experience), and Tier 3 (adjacent experience only). For each Tier 1 name draft a two-sentence outreach angle referencing their specific regulatory experience.
5. The Family Office LP Base for a Venture Continuation Fund
For: Investor Relations Directors at venture capital firms raising a continuation fund to extend hold periods on top-performing portfolio companies. The Job: Building a target list of family offices with direct venture exposure and a track record of participating in continuation or extension vehicles, tiered by check size fit.
The prompt
Using Dakota Marketplace, build me a target list for a $250M venture continuation fund we're raising to extend our position in two portfolio companies ahead of their next financing rounds. I need U.S. single-family and multi-family offices with disclosed direct venture fund commitments in the past five years and at least one prior participation in a continuation, extension, or SPV structure. For each office, give me total AUM, typical venture check size, sector focus, the most recent disclosed venture commitment with fund name and vintage, and whether they've previously invested in a GP-led continuation structure. Include the primary investment contact with full details. Tier into Tier 1 (confirmed continuation-vehicle history, check size fits), Tier 2 (active venture LP, no continuation history), and Tier 3 (plausible but unconfirmed fit). For each Tier 1 name draft a two-sentence opening angle referencing their specific prior venture commitment.
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.
