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 looked like in practice this week, five things we learned.
1. The Underallocated Pension List
For: Fundraisers at private equity funds targeting public pensions The Job: Finding pensions currently below their private equity target allocation, and so most likely to commit
The prompt
Using Dakota Marketplace, identify U.S. public pensions with $5B+ AUM whose current private equity allocation is at least 2 percentage points below their stated target. Show AUM, current vs. target PE allocation, consultant of record, the primary investment contact, and the most recent PE commitment. Rank by size of the allocation gap.
2. The Newly Liquid Family Office List
For: Fundraisers at growth equity and buyout funds The Job: Identifying family offices that recently sold an operating business and are redeploying proceeds
The prompt
Using Dakota Marketplace and web research, identify single-family offices that publicly sold an operating business or had a liquidity event in the last 12 months and are building out an investment team or alternatives allocation. Show estimated AUM, the principal and CIO contacts, any new hires on the investment team, and any recent fund commitments.
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 RIAs Crossing $1B List
For: Wholesalers at interval funds and non-traded BDCs The Job: Reaching RIAs that recently crossed $1B in AUM and are formalizing an alternatives platform
The prompt
Using Dakota Marketplace and Form ADV data, identify RIAs whose AUM crossed $1B in the last 18 months. Show AUM growth, headquarters and metro, the head of investments or CIO contact, any disclosed alternatives usage, and a suggested first-call angle for each.
4. The Korean Mutual Aid Association Private Credit List
For: Heads of international distribution at private credit managers The Job: Targeting Korean mutual aid associations, a distinct institutional category from the national pension
The prompt
I’m planning a Seoul roadshow for our direct lending fund. Using Dakota Marketplace and web research, identify Korean mutual aid associations and public-sector pension institutions, other than the National Pension Service, with a documented private credit allocation. Show AUM, allocation target, the investment team contact, and any recent commitments to non-Korean managers.
5. The Brazilian Pension Fund Infrastructure List
For: Heads of Latin America distribution at infrastructure funds The Job: Targeting Brazilian closed pension funds (fundos de pensão) with infrastructure appetite
The prompt
Using Dakota Marketplace and web research, identify Brazilian closed pension funds (fundos de pensão) with $5B+ in assets that have a documented infrastructure or private equity allocation. Show AUM, allocation target, the chief investment officer contact, and any recent commitments to international managers.
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.
