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 digging and more time closing.
This December, we released a handful of powerful features that let you take action faster, gain deeper insight, and get answers in real time… all without leaving the platform.
In this article, we’ll review the top new features added to Dakota Marketplace. By the end of this, you’ll have a better understanding of how these can help you with fundraising.
Dakota Joe lets you build custom, presentation‑ready reports in plain English… covering Accounts, Contacts, Investments, and Dakota Recommends data without filters, queries, or formulas.
Need a list of new RIAs investing in real estate over the past 12 months? Or want to match investors with their committed funds, then export for your next pitch deck? Just ask Joe. He crunches the data, applies your filters, and delivers a clean, structured report all in seconds, right inside Dakota Marketplace.
All generated reports are automatically saved, shared, and organized in your company’s Reports folder, making collaboration simple and ensuring no insights get lost. You can edit filters, adjust columns, re‑run reports as conditions change. Soon you’ll even be able to schedule recurring, automated reports.
Because Joe lives fully within Dakota Marketplace, all data stays secure and compliant. Meaning no external exports and no extra tools are required.
Want to see Dakota Joe live? Book a demo of Dakota Marketplace!
2. Dakota Marketplace Chrome Extension
The Dakota Marketplace Chrome Extension brings Marketplace intelligence directly into your browser, layering allocator and account context into your everyday research without forcing you to switch tools or tabs.
Researching a firm’s website? Reviewing news coverage? Browsing professional profiles ahead of a meeting? The extension surfaces relevant Marketplace insights in real time, so you can immediately understand who you’re looking at and how they fit into your targeting strategy.
As you browse, the extension helps you:
- Identify firms and accounts faster
- Access Marketplace context without breaking your workflow
- Move from discovery to qualification in fewer steps
Because the extension is fully connected to Dakota Marketplace, everything you see stays accurate, up to date, and tied back to your existing data and workflows. No copy-pasting, no external tools, and no fragmented research.
Want to see the Dakota Marketplace Chrome Extension in action? Book a demo of Dakota Marketplace!
Additional Marketplace Enhancements Released in December
Alongside these headline features, we shipped several updates that improve day-to-day usability across Marketplace:
AI-Driven Account Summaries (RIAs & Public Pension Funds)
We expanded AI-generated summaries to include RIAs and Public Pension Funds, surfacing investment strategy, allocation appetite, key decision-makers, and qualitative context in a clear, exportable format at the top of each account page.
Dakota Recommends on the Map & Nearby Accounts List
Dakota Recommends locations now appear directly within the metro map and Nearby Accounts list, allowing users to see recommended hotels, restaurants, and coffee shops alongside allocator offices in one seamless view.
Enhanced Follow Feature & Asset Class Tracking
Users can now manage followed items directly from email notifications, follow entire asset classes with customizable preferences, and choose whether searches deliver mandates only or both mandates and pacing plans.
See What These Features Can Do for Your Team
Fundraising will never be easy. But with the right tools, it doesn’t have to be so hard.
These new features were built in direct response to what fundraisers told us they needed most: simpler outreach, smarter benchmarking, and faster insights. And we’re just getting started.
Book a demo of Dakota Marketplace to explore how these features, and the full power of our database, can help your team raise capital more efficiently!
