Dakota Marketplace is the global private markets intelligence platform used by thousands of investment professionals to research LPs, GPs, and private companies — and the data source powering every prompt in this post. Built by fundraisers for fundraisers, Dakota Marketplace delivers complete, accurate, and daily-updated intelligence across every allocator channel — from family offices and RIAs to sovereign wealth funds and public pensions. 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 Annual Alternatives Manager Review
For: CIOs at corporate pension funds conducting annual manager reviews and sourcing new alternatives managers for the investment committee The Job: Benchmarking eight existing managers against top-quartile peers and identifying new manager candidates in each strategy
The prompt
I'm the CIO of a $4B corporate pension fund conducting our annual alternatives manager review. We have 8 managers across private equity, private credit, and real assets. Using Dakota Marketplace, pull performance data on comparable managers — show me how each strategy and vintage year compares to top-quartile benchmarks on IRR, TVPI, and DPI. Also identify 3-5 new managers in each category currently fundraising that have at least 2 institutional pension commitments, a minimum $500M AUM, and haven't yet received a commitment from a corporate pension our size. Return a comparison PDF I can share with the investment committee.
2. The PE Back-Office Modernization Prospect List
For: Enterprise account executives selling valuation and portfolio analytics software to PE back-office teams The Job: Identifying PE and private credit firms with complex valuation needs that are likely running on manual or outdated tools
The prompt
I sell valuation and portfolio analytics software to PE back-office teams. Using Dakota Marketplace, find all private equity and private credit firms in North America with AUM between $1B and $20B that are currently raising Fund III or later and have more than 5 active portfolio companies. These firms have complex valuation and reporting needs likely handled manually or with outdated tools. Include the firm name, AUM, fund count, CFO or COO contact name and email, and any recent Form D or fundraising activity. Flag firms with recent finance or operations hires — those signal active tech evaluation. Return a ranked prospecting list of 30 targets.
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 ESG & Impact Investing Candidate Universe
For: Managing directors at executive search firms leading senior ESG and impact investing searches at large alternative asset managers The Job: Mapping professionals in sustainability and impact roles across private markets firms in the U.S. and Europe before a confidential search launches
The prompt
I'm leading a confidential executive search for a Head of ESG & Impact Investing role at a $20B multi-strategy alternative asset manager. The firm wants a candidate with 10+ years in private markets, deep expertise in ESG integration and impact measurement, and experience at a GP with at least $5B AUM. Using Dakota Marketplace, identify investment professionals currently in ESG, sustainability, impact investing, or responsible investing roles at private equity, private credit, infrastructure, or real assets firms in the United States and Europe with firm AUM over $3B. Include their current firm, title, firm AUM, strategy focus, and any available direct contact information. Flag individuals at firms that have launched an ESG or impact-focused fund in the last 3 years as highest priority. Return a ranked PDF of the top 30 candidates for initial outreach.
4. The Consultant Channel Map for a Fund V Raise
For: Heads of capital formation at mid-market buyout funds preparing for a new fund raise The Job: Identifying investment consultants and OCIOs that have recently recommended buyout funds and whose criteria align with the fund's profile
The prompt
I'm head of capital formation at a $4B mid-market buyout fund and we're preparing for our Fund V raise. Using Dakota Marketplace, identify investment consultants and OCIO firms in North America that advise at least $5B in assets and have made a recommendation to a buyout fund in the last 18 months. For each, show the firm name, AUM advised, key decision-maker contact (name, title, email), their stated preferences for buyout fund size and sector focus, and any recent RFP or mandate activity. Flag consultants where our fund profile most closely aligns with their published investment criteria. Return a ranked PDF of the top 25 targets with a suggested first outreach angle for each.
5. The Healthcare Tech Exit Buyer Map
For: Principals at mid-market PE funds preparing to exit a high-growth healthcare technology SaaS company The Job: Mapping strategic acquirers and financial sponsors with the thesis and capacity to acquire a $500M–$1B healthtech asset
The prompt
I'm a Principal at a $4B mid-market PE fund preparing to exit a healthcare technology SaaS company we've owned for 5 years ($120M ARR, growing 25% YoY). Using Dakota Marketplace, identify strategic acquirers — large healthcare IT companies, health system networks with M&A track records, and PE-backed healthtech platforms that have completed a software acquisition in the last 24 months. Also surface the top 10 financial sponsors currently deploying from a fund with a healthcare technology thesis and the capacity to acquire a $500M-$1B asset. Return a ranked PDF with buyer name, acquisition history, deal sizes, key M&A contact, and strategic rationale 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.
