What's What’s New in Dakota Marketplace? Key Product Updates and Features Added in July 2026

What's What’s New in Dakota Marketplace? Key Product Updates and Features Added in July 2026
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Database referenced is Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo

Fundraising and raising capital is hard. Dakota makes it easier.

Every month, Dakota ships new capability built directly from feedback from fundraisers using Marketplace every day. July's releases put more control in your hands: submit your own performance data, pull peer benchmarks wherever you already work, and surface board relationships that get you a real introduction.

Here's everything that went live in July and why it matters to your workflow.

Top New Features in Dakota Marketplace

1. Submit Performance & Firm Details

Getting current data in front of allocators used to mean waiting on a data refresh cycle. That gap is closed. Firms can now submit their own performance and firm details directly into Dakota Marketplace through a new self-service page, live to all Marketplace users as of late July.

That means you can update your own numbers the moment you close a quarter instead of waiting for someone else to do it. If your firm hasn't claimed and updated its profile yet, this is the fastest way to make sure allocators researching your strategy see your most current numbers first.

2. Dakota Benchmarks Now Live in the Private Markets and International Portals

Dakota Benchmarks launched in June and quickly became one of the most requested features outside of core Marketplace. The same standardized, static fund performance benchmarks across Private Equity, Venture Capital, Real Assets and Infrastructure, Real Estate, and Private Credit are now available directly in the Private Markets Portal, with the Dakota International Portal coming soon. Wherever your team already works, you can pull peer benchmark data without switching tools.

3. A New Preferences Center and Passwordless Login

Marketplace has a new centralized Preferences Center, replacing the old Email Notifications popup. You can change your password directly in-platform, or skip the password altogether: Dakota now supports signing in with a one-time email verification code sent to your inbox.

4. Dakota Joe Goes Full Screen

Dakota Joe, Marketplace's AI research assistant, now opens in a dedicated full-screen tab instead of a sidebar panel. If you're running longer research sessions, chasing warm intros through Dakota's Alumni Network, or building a target list, the extra room makes multi-step queries easier to work through without losing your place.

5. Board of Directors and Board Positions Related Lists

Two new related lists surface board relationships across Marketplace. Private Company pages now show a Board of Directors list, and Investment Firm pages show a Board Positions list. Board seats are often the fastest route to a real introduction, and now that data lives right on the record instead of requiring a separate search.

Watch the Demo

Additional Updates

  • Dakota Joe Goes Full Screen: Marketplace's AI research assistant now opens in a dedicated full-screen tab instead of a sidebar panel, giving longer research sessions and multi-step queries more room to work.
  • Conference Tab Upgrade: New filters and a "view all" option on the Conference dashboard, now tracking 1,047 upcoming and nearly 4,000 past conferences.
  • Form ADV Enhancements: Client base data now appears directly on the Form ADV tab, and account AUM now reconciles automatically against Form ADV-reported AUM.
  • Fund Launches Tab: Fund names now link directly to their investment strategy page, with the related Form D filing linked there too.
  • Hobbies Field and Filter: Contact records now surface a filterable Hobbies field, pulled from Dakota's AI summaries, giving reps an easy conversation starter before a call.
  • Marketplace Filter Additions: New Secondaries filter, Search Winner (Firm) field, and As of Date field on investment holding records.
  • 13F Updates: CRD added as a filter and display field on the 13F Holdings tab; Dakota's data team cleared 5,600 of roughly 6,000 previously unmatched 13F holdings records.

See What These Features Can Do for Your Team

July's releases are about giving fundraisers more control and more reach: your own data, updated on your own timeline; benchmarks wherever you work; and board relationships that used to take a separate search to find.

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.

Cate Costin, Marketing Associate

Written By: Cate Costin, Marketing Associate