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 Competitor LP Overlap Map
For: Heads of IR at mid-market buyout funds The Job: Mapping the LPs behind three closest competitors to find shared and missing relationships
The prompt
I run IR for a $3B mid-market buyout firm raising Fund V. Using Dakota Marketplace, identify the LPs that committed to the last two funds of three direct competitors of similar size and sector focus. Show which LPs appear across multiple competitors, their AUM, current PE allocation, the primary contact, and whether we already have a relationship. Rank the overlap accounts we're missing by likelihood to re-up in the market.
2. The Peer Pension Follow-the-Leader List
For: Business development teams at private credit managers targeting public pensions The Job: Finding pensions likely to follow a peer plan that recently committed to a similar strategy
The prompt
A large public pension recently committed to a direct lending manager with a strategy similar to ours. Using Dakota Marketplace, identify peer public pensions of similar size and region that historically follow that plan's commitments within 12 months. Show AUM, current private credit allocation, consultant of record, the primary investment contact, and any open or upcoming private credit search.
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 Consultant Buy-List Movement List
For: Heads of consultant relations at infrastructure and real assets managers The Job: Tracking consultants that recently added or upgraded strategies like ours on their recommended lists
The prompt
Using Dakota Marketplace, identify investment consultants that added or upgraded an infrastructure equity strategy on their recommended or buy list in the last 12 months. Show the consultant, AUM advised, the research head and infrastructure specialist contacts, and which of their clients have an open infrastructure search. Flag consultants where we have no existing relationship.
4. The Swiss Private Bank Co-Investment List
For: Heads of international distribution at mid-market private equity funds The Job: Targeting Geneva and Zurich private banks that syndicate co-investment to their clients
The prompt
I'm planning a Geneva and Zurich trip to raise capital for our mid-market growth equity fund. Using Dakota Marketplace and web research, identify Swiss private banks and independent wealth managers with $10B+ in assets under management that offer private equity or co-investment access to clients. Show AUM, alternatives platform lead, typical ticket size per client, and any recent fund or co-investment placements.
5. The TAMP Model Portfolio Alts List
For: Heads of wealth channel distribution at interval funds and evergreen vehicles The Job: Getting onto the turnkey asset management platforms that drive model portfolio allocations for RIAs
The prompt
I want our evergreen private credit fund included in model portfolios on turnkey asset management platforms. Using Dakota Marketplace, identify TAMPs and model portfolio providers with $5B+ in platform assets that offer alternatives sleeves. Show platform assets, the head of alternatives or manager research contact, existing interval fund or evergreen fund managers on the platform, and any recent additions.
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.
