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 Eight-Week Roadshow Builder
For: Institutional sales leaders at large asset managers The Job: Structuring a full roadshow to pitch a new BDC sub-advisory platform to U.S. life insurance general accounts
The prompt
I run institutional sales at a $40B asset manager. Build me an eight-week roadshow plan to pitch our new BDC sub-advisory platform to U.S. life insurance GAs above $5B.
2. The Competitor Fundraising Intelligence Brief
For: Deal teams at large-cap software PE firms The job: Mapping which competing managers are currently in market so the investment committee knows the fundraising landscape
The prompt
I work at a private equity firm on the deal team. Using Dakota Marketplace, identify competing middle-market software PE firms that are currently in market fundraising, with fund size, strategy, vintage, and estimated close timeline. Present as a PDF I can share with the investment committee.
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 IPO Roadshow Target List
For: Equity capital markets bankers building institutional investor coverage for an upcoming IPO The job: Identifying the right institutional accounts across major U.S. financial centers before the roadshow window opens
The prompt
Search Dakota Marketplace for public pension funds, endowments, and large family offices with AUM over $2B that are based in major US financial centers — New York, Boston, Chicago, San Francisco, and Los Angeles. I am building an institutional roadshow target list for an upcoming IPO and need to identify accounts with equity investment appetite. Include the organization name, metro area, AUM, key decision maker, and any emerging manager program flags.
4. The Active Fundraiser Pipeline for GP Software
For: Account executives selling deal tracking and portfolio monitoring software to fund managers The job: Finding PE and VC firms that are actively fundraising — and therefore actively feeling the pain of inadequate tools
The prompt
Show me all private equity and venture capital firms in North America with AUM between $250M and $5B that have filed a Form D in the last 18 months.
5. The IR Vacancy Sourcing Map
For: Executive search consultants building a candidate sourcing list for Head of IR searches The job: Identifying West Coast GPs with open IR seats so the search team knows exactly where to focus
The prompt
Search Dakota Marketplace for GPs located on the West Coast with AUM over $500M that have a vacant Head of Investor Relations contact. Show me the account name, type, and AUM. I am building a list to help conduct a search for the vacancies in this territory. Create a PDF that I can share with my team.
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.
