Fundraising and raising capital 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 May, we released five updates, and we’ll go over each so you know exactly why they’re important to you and your team’s workflow.
Top New Features
1. Dakota Marketplace ChatGPT App
Dakota Marketplace is now live in the ChatGPT app store. Users can connect their Dakota Marketplace account to ChatGPT and query allocator data, account intelligence, and contact records directly inside the ChatGPT interface, alongside everything else they're researching. Fundraisers already use ChatGPT to draft emails, prep for meetings, and research firms.
The Dakota Marketplace app means you no longer have to switch between tools to pull the underlying data. Ask ChatGPT for a list of family offices in Texas with allocations to private credit, or for a contact summary on a specific portfolio manager, and Dakota's data is in the answer.
2. Insurance Company / Parent Child Accounts
We've gone live with an update to Insurance Company Parent/Child Account relationships in Marketplace. On any parent account, you can now see the child account contacts, the child accounts themselves, and the investment holdings of those child accounts, all consolidated in one view.
Insurance companies are structurally complex, with subsidiaries, captives, and operating entities each holding pieces of the broader portfolio. Rather than working through each child account individually to build a complete picture, fundraisers can now see every key contact and every underlying holding without ever leaving the parent account page.
Want to see this feature live? Book a demo of Dakota Marketplace.
3. Contact Career History Related List
The Career History Related List is now live across all contact records in Dakota Marketplace, showing the previous firms a person has worked for along with their role and tenure at each firm.
Investment professionals move constantly, and where someone has been is often more valuable than where they are now. Career History lets fundraisers follow people as they change firms, identify warm introductions through former colleagues, and walk into meetings with full context on someone's professional path.
4. Dakota Joe Recent Conversations
Users can now access and review all past Dakota Joe conversations and generated reports directly within Marketplace. A new conversation history panel surfaces prior chats, lets you reopen historical reports, and shows activity from the start of your Dakota Joe usage in one centralized view.
Previously, once a Dakota Joe session ended, prior interactions and reports had limited visibility. This update means you can reference past work without recreating it. The next phase on the roadmap will let users continue previous Dakota Joe conversations directly from history.
5. Metro Area Following Enhancement
We've enhanced Metro Area Following to give users more control over the updates they receive. You can now customize Metro Area follows by selecting specific account types, specific contact types, and specific contact asset class coverage, and apply those preferences to future follows so you don't have to reconfigure each time. Previously, following a Metro Area meant receiving every update across every account and contact type, which created noise for fundraisers running disciplined city schedules. This enhancement ensures you only receive updates relevant to your workflow.
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. Every May release was designed to take time out of the fundraising workflow, whether that means meeting Dakota's data where you already work, consolidating intelligence into one view, or filtering out the noise. More updates across AI, data depth, and platform integrations are already in development.
Book a demo of Dakota Marketplace to see how these features can help your team raise capital more efficiently.
