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 Infrastructure Debt Roadshow Tearsheet Pack
For: VPs of Sales at RIA compliance and regulatory technology platforms targeting alternative investment managers with urgent compliance infrastructure gaps. The Job: Identifying newly SEC-registered RIAs and firms with recent Form ADV amendments reflecting custody changes, disciplinary disclosures, or rapid AUM growth — the clearest signals of compliance software need.
The prompt
I sell compliance and regulatory technology to registered investment advisers active in alternative investments. Using Dakota Marketplace, identify SEC-registered RIAs that manage private equity, private credit, or real assets strategies, have $200M to $2B in AUM, and either newly registered with the SEC in the last 12 months, or filed a Form ADV amendment in the last 6 months reflecting a change in custody, disciplinary disclosures, or assets under management growth of more than 30%. For each firm, show firm name, AUM, registration or amendment date, alternative-investment focus, employee count, and the Chief Compliance Officer's name and contact information if available. Flag firms with disciplinary disclosure changes as highest priority. Return a prioritized PDF prospect list of the top 30 firms I can hand to my sales team this week.
2. The Insurance Investor Conference Tearsheet Pack
For: Directors of Manager Research at large endowments building a first-time and early-stage fund commitment program. The Job: Screening Fund I, II, and III PE managers whose lead partners carry verifiable track records from established firms, filtered by fund size and benchmarked against peer endowment LP rosters.
The prompt
Using Dakota Marketplace, screen for emerging and re-emerging PE managers raising Fund I, II, or III where managing partners have a verifiable track record from an established firm. For each, show fund size target, vintage year, strategy focus, lead partners' prior firm and tenure, and existing LP commitments from peer endowments. Filter for funds raising between $150M and $750M.
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 Private Credit LP Expansion Tracker
For: Managing Directors in Financial Sponsors Coverage at bulge bracket investment banks sourcing LP secondary transaction opportunities. The Job: Identifying institutional LPs overallocated to private equity relative to stated targets, with recent staff turnover as an additional signal of openness to strategic portfolio restructuring conversations.
The prompt
Using Dakota Marketplace, identify institutional LPs — specifically public pension funds, corporate pension plans, and insurance companies — that show signs of being overallocated to private equity relative to their stated target allocation. Filter for LPs with total AUM over $2B, PE allocation at or above 20% of portfolio, and portfolios containing 15 or more active PE fund relationships. For each LP, provide: institution name, total AUM, current PE allocation percentage, named fund commitments visible in Dakota, key investment staff contacts — CIO, Head of PE, Head of Alternatives — and any recent board minutes or plan documents discussing portfolio rebalancing or PE concentration risk. Prioritize LP targets that have had recent staff turnover in their investment team, as this signals potential openness to strategic portfolio restructuring conversations.
4. The GP Fund Accounting Upgrade Prospect List
For: VPs of Business Development at lower middle market PE firms sourcing proprietary deal flow in founder-owned industrial services businesses with low PE penetration. The Job: Identifying family-operated industrial services and distribution businesses in the Southeast with revenues in the lower middle market range, flagged by succession signals including founder age and recent management transitions.
The prompt
Using Dakota Marketplace, identify founder-owned or family-operated businesses in industrial services and distribution headquartered in AL, GA, TN, SC, NC, and FL. Filter for estimated revenues between $15M and $75M with no PE backing in the last five years. Flag succession signals including founder age and recent management transitions to prioritize outreach timing.
5. The Private Credit Due Diligence Roadshow Tearsheet Pack
For: Heads of International Distribution at global infrastructure debt funds preparing sovereign wealth fund and international pension roadshows across the Middle East and APAC. The Job: Building a one-per-page tearsheet pack of sovereign wealth funds and public pensions in the UAE, Saudi Arabia, Singapore, and Australia with documented infrastructure or private credit allocations and identified meeting contacts.
The prompt
I'm raising capital for our $1.2B infrastructure debt fund and planning a roadshow across the Middle East and APAC. Using Dakota Marketplace, identify sovereign wealth funds and public pensions in the UAE, Saudi Arabia, Singapore, and Australia with AUM over $10B that have a documented infrastructure or private credit allocation, or have made a recent commitment to an infrastructure debt strategy. For each institution, include AUM, infrastructure and credit allocation percentage, most recent related commitment, and two key contacts with title and email. Package this as a tearsheet pack organized by institution, one per page, that I can review before each meeting on the trip.
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.
