May 04, 2026

What's New in Dakota Marketplace (April 2026)

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Fundraising is hard. Dakota makes it easier.

At Dakota, our mission is simple: make fundraising easier for investment sales teams. Dakota Marketplace is the only database built, used, and updated by fundraisers just like you — and we're constantly evolving it to help you spend less time researching and more time closing.

This April, we released four updates that give you faster ways to work outside lists, broader 13F coverage, smarter territory management, and a new way to filter private companies by sponsor activity.

Top New Features

1. List Match

We've officially launched List Match, a new way to upload any list of accounts or contacts and match it against Dakota Marketplace in minutes. Drop in a CSV, XLSX, or XLS file from anywhere outside the platform, and the matching engine identifies which firms and individuals Dakota already covers, returning email addresses, titles, investment preferences, and account intelligence on every match.

Conference attendee lists, prospect files, territory exports, and CRM cleanups used to require hours of manual lookup. List Match compresses that work to minutes and turns any static list into actionable intelligence ready for outreach.

For the full walkthrough, see New in Dakota Marketplace: List Match.

2. Custom Lists and My Territory Enhancements

We've launched the first phase of Custom Lists and My Territory enhancements across Marketplace, giving users a faster way to organize records and define geographic coverage. You can now create and save lists across key areas of the platform, as well as define dynamic territories using filters.

Instead of re-running the same searches or scrolling through irrelevant metros, you can save the records and views you actually work from, load a full territory in one click, and build a running list of every event you're tracking.

For more on how a focused territory drives results, see Why City Scheduling Works: The Smartest Strategy for Investment Sales Teams.

Want to see this feature live? Book a demo of Dakota Marketplace.

3. New and Improved 13F

13F coverage in Dakota Marketplace is now complete across ETFs, Closed-End Funds (CEFs), and BDCs for all relevant allocators and investment firms based on their CIK numbers, paired with a redesigned search experience that lets you track how a specific 13F holder's investments have changed over time, surface new positions, and identify shifts in concentration. Dakota Joe has also been trained on the new list views, so you can ask natural-language questions about 13F holdings and get back structured results.

Dakota has long had the strongest data for RIAs in the industry, and 13F was well-organized but incomplete because new strategies and holdings required manual creation. The April update closes that gap.

For more on building an effective RIA prospecting strategy, see 5 Key Strategies to Successfully Raising Money from RIAs.

4. Private Companies with Transactions

We've rolled out a revamped Private Companies with Transactions tab, pairing sponsor-backed companies with their transaction activity in a single refreshed view that lets you analyze investment firms alongside the deals they've participated in. The key change is sponsor-level filtering.

You can now answer questions like "Show me all private equity firms in Boston that did an aerospace transaction last year" in a single search, rather than working backward from individual deals.

Identifying relevant firms based on actual deal activity, not just static company attributes, is how PE-focused fundraisers separate real targets from noise.

For a live example of how Dakota surfaces companies approaching key transaction windows, see our daily Top 5 Companies Likely to Transact series.

See What These Features Can Do for Your Team

These updates were built in direct response to what fundraisers told us they needed most. And we're just getting started.

Book a demo of Dakota Marketplace to see how these features can help your team raise capital more efficiently.

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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What's New in Dakota Marketplace (April 2026)

Top New Features

1. List Match

2. Custom Lists and My Territory Enhancements

3. New and Improved 13F

4. Private Companies with Transactions

See What These Features Can Do for Your Team

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