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 Co-Investor Syndication Map
For: Deal teams at growth equity and venture capital firms The Job: Identifying the right co-investors for a large growth-stage dealThe prompt
I'm on the deal team at Insight Partners. We're syndicating a $150M growth investment in a vertical SaaS company. Using Dakota Marketplace, identify allocators and family offices who have co-invested or committed to similar growth-stage software deals in the last 24 months. Return a PDF with ranked prospects, past commitment history, strategy preferences, and key contacts.
2. The Alternatives Access Platform Prospector
For: Sales leaders at alternatives access platforms and feeder fund structures The job: Finding the RIAs and multi-family offices that are actively building alternatives exposure for clients
The prompt
Show me all RIAs and multi-family offices in the United States with AUM between $500M and $5B that have alternatives, private equity, or hedge funds as an investment preference.
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 Peer Pension Allocation Benchmarker
For: Investment analysts at public pension funds The job: Mapping which private credit managers peer institutions allocated to in the last year
The prompt
I'm an Investment Analyst at a large Public Pension Fund looking to see what other public pensions allocated to Private Credit managers in 2025. Can you build me a list of the 10 largest public pensions and which managers they committed to using Dakota data?
4. The Pre-Conference Target Builder
For: Fundraisers preparing for a major LP conference The job: Building a prioritized outreach list before a high-density event
The prompt
I work for Charlesbank and I'm raising money for private equity. I'm going to the Milken Conference in LA. Using Dakota Marketplace and the web, find me key targets at LPs I should reach out to.
5. The Strategic Buyer Universe Builder
For: M&A advisors and investment bankers running sell-side mandates The job: Building a buyer universe for a mid-market B2B SaaS company
The prompt
Search Dakota Marketplace for corporate development teams and family offices with AUM over $500M that have indicated interest in technology or software investments. I am advising on the sale of a mid-market B2B SaaS company and need to build a universe of potential strategic and financial buyers. Pull the organization name, location, AUM, key decision maker, and investment focus for each.
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.
