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 looked like in practice this week, five things we learned.
1. The State Teachers' Retirement System Private Credit List
For: Business development teams at private credit managers The Job: Targeting teachers' retirement systems specifically, a distinct governance structure from general state employee pension funds
The prompt
Using Dakota Marketplace, identify U.S. state teachers' retirement systems with $10B+ AUM that have a documented private credit or direct lending allocation, or an open manager search in the space. Show AUM, current private credit allocation percentage and target, the system's investment consultant, key investment staff contact, and any recent board minutes referencing private credit manager searches.
2. The Independent Broker-Dealer Channel List
For: Heads of wholesaling at non-traded BDCs and interval funds The Job: Targeting IBDs specifically, a distribution channel with its own home office approval process, distinct from RIAs
The prompt
I want to expand distribution of our interval fund through the independent broker-dealer channel, not just RIAs. Using Dakota Marketplace, identify independent broker-dealers with $10B+ in assets under administration that have an alternatives platform and existing non-traded BDC or interval fund shelf space. Show the head of product due diligence or alternative investments contact and any recent additions to their approved product shelf.
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 University Research Foundation Venture List
For: Fundraisers at university-affiliated and deep-tech venture funds The Job: Targeting research foundations and tech transfer offices with their own investment pools, distinct from the university's main endowment
The prompt
I'm raising a deep-tech venture fund that partners closely with university research programs. Using Dakota Marketplace, identify university research foundations and technology transfer offices with their own investment pool of $250M+ that have a documented venture capital allocation or history of investing in spinout companies. Show pool AUM, venture allocation, the foundation's investment director contact, and any recent commitments to university-affiliated or deep-tech venture funds.
4. The Building Trades Taft-Hartley Real Estate List
For: Heads of institutional sales at real estate debt and equity funds The Job: Targeting construction union pension funds, which often have a natural affinity for real estate given union labor agreements
The prompt
Using Dakota Marketplace, identify Taft-Hartley pension funds affiliated with building trades and construction unions with $1B+ AUM that have a documented real estate allocation. Show AUM, current real estate allocation percentage and target, the fund's investment consultant, key trustee or investment staff contact, and any project labor agreement requirements that would affect manager selection.
5. The Deferred Compensation / Rabbi Trust Alts List
For: Fundraisers at diversified alternatives managers targeting corporate benefit pools The Job: Identifying corporate deferred comp pools with an alternatives menu option, a rarely-targeted pool distinct from the pension plan
The prompt
Using Dakota Marketplace and web research, identify large corporations with disclosed deferred compensation or rabbi trust pools above $500M that include an alternatives or private markets investment option for participants. Show pool AUM, current alternatives allocation, the benefits or treasury contact overseeing the trust, and any recent manager additions to the investment menu.
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.
