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 Regional TAM Calculator
For: Fundraisers covering a defined geography The Job: Sizing your market, identifying gaps, and finding the next tier of prospects
The prompt
I cover RIAs in the Southeast. What is my TAM? Who am I missing? What are some tertiary markets I should think about?
2. The Thesis-Driven Deal Target List
For: Deal teams at growth equity and private equity firms The job: Building a sourced, ranked target list for a specific investment thesis
The prompt
I'm on the deal team at Summit Partners covering B2B software. Using Dakota Marketplace, find privately held SaaS companies headquartered in North America with estimated revenue between $25M and $100M that have filed a Form D or raised capital in the last 18 months. Return a ranked PDF target list with firm name, recent raise details, estimated revenue, key executives, and contact information.
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 Net-New Family Office Finder
For: Private wealth advisors and private bankers The job: Identifying newly tracked family offices before competitors build relationships there
The prompt
Using Dakota Marketplace, find family offices added to the platform in the Southwestern United States in the last 6 months with AUM over $100M. I want to identify newly tracked offices before my competitors find them.
4. The Second-Chair Contact Pull
For: Research associates supporting institutional sales and business development teams The job: Building a contact list of Deputy CIOs and Directors of Investments at public pensions
The prompt
Using Dakota Marketplace, pull all Deputy CIOs and Directors of Investments at public pensions with AUM between $500M and $2B in the Northeast. Create a PDF with institution name, AUM, title, and contact details.
5. The Consensus Manager Benchmarker
For: Portfolio managers and CIOs at endowments and foundations The job: Identifying which managers in a strategy have the strongest institutional adoption
The prompt
I'm a Portfolio Manager at a large endowment in California. Using Dakota data, which Private Credit managers have been hired by more than three public pensions? I want to understand who the consensus picks are and why. Create a PDF of all of this information that I can share internally.
Start Prompting Your Claude 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.
