Dakota
Dakota is a B2B intelligence platform providing verified data on institutional allocators, fund managers, private companies, and private funds to over 1,000 investment firms for fundraising, deal sourcing, and market intelligence workflows.
- Company typePrivate
- Founded2019
- HeadquartersBryn Mawr, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Dakota does
Dakota is a private B2B intelligence platform that provides verified data on institutional allocators (LPs), fund managers (GPs), private companies, and private funds to investment firms. The platform serves over 1,000 customers, including fundraisers, private equity deal teams, investment bankers, consultant relations teams, law firms, and wealth-technology companies, and tracks 250,000+ LP accounts, 386,000+ verified contacts, 640,000+ private companies, and 57,000+ private funds across 91 countries. Its core product, Dakota Marketplace, is built on 28 years of proprietary curation updated daily by a 60-person research team, with 75+ investment preference fields per allocator and transaction-level mapping across 70,000+ deals.
Dakota firmographics
Firmographics- Name
- Dakota
- Legal name
- Dakota Funds Group, LLC and Dakota Live!, LLC
- Website
- https://dakota.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Dakota is a B2B intelligence platform providing verified data on institutional allocators, fund managers, private companies, and private funds to over 1,000 investment firms for fundraising, deal sourcing, and market intelligence workflows.
- Ownership category
- akta.pro rank
Dakota industry classification
Industry- Product category
- Investment Intelligence Software
- NAICS
- Software Publishers (513210), Advertising Agencies (541810)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industries
- B2B Marketplaces & Wholesale Platforms (BPAMAGAD), B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)
Keywords
Where Dakota is headquartered
LocationHeadquarters
- HQ city
- Bryn Mawr
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dakota business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Access to Dakota Marketplace: Subscription-based access to the platform providing verified LP contacts, private company data, transaction intelligence, and fund performance benchmarking. Pricing appears quote-based with enterprise agreements typical for B2B data platforms.
- API and Integration Access: Revenue from API access and CRM integrations (Salesforce, HubSpot, DealCloud, Backstop, Snowflake, etc.) which are part of the platform offering, likely bundled into subscription pricing
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with custom pricing |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels11 records
Dakota product offering
Product offeringCore offering
Dakota operates Dakota Marketplace, a B2B intelligence platform providing verified data on 250,000+ institutional LP accounts, 386,000+ LP contacts, 640,000+ private companies, and 57,000+ private funds, paired with AI-powered reporting (Joe AI, Claude App), CRM integrations (Salesforce, HubSpot, DealCloud, Backstop, Snowflake), and an MCP server enabling AI-agent access. The platform is built for investment sales and fundraising teams to identify, research, and engage active allocators.
Product overview
Dakota is an investment research and institutional sales intelligence platform built for fundraisers by fundraisers. The platform operates as a unified system consisting of a core marketplace (Dakota Marketplace) paired with specialized data modules (Dakota RIAs, Dakota Family Offices, Dakota International, Dakota Private Companies, Dakota Transactions, Dakota Benchmarks, Dakota Holdings) and AI-powered tools (Joe AI Report Builder, Dakota Claude App, Dakota Recommends). Dakota Marketplace serves as the central hub providing verified data on 250,000+ LP accounts, 386,000+ contacts, 640,000+ private companies, and 57,000+ private funds. The data products are complemented by research services (Research As A Service), browser tools (Chrome Extension), event programs (Dakota Cocktails, Dakota Live!, Mastering Salesforce), and sales coaching (The Dakota Way). The platform integrates natively with major CRMs (Salesforce, HubSpot, Backstop, DealCloud) and data warehouses (Snowflake), and includes an MCP server for AI agent access. Dakota differentiates through 28 years of proprietary curation, daily research updates, and 75+ investment preference fields per allocator.
Differentiator
Problem solved
Functional benefit
Brands
- Dakota Marketplace: Investment research and institutional sales intelligence platform with data on 250,000+ LP accounts, 386,000+ verified contacts, 640,000+ private companies, and 57,000+ private funds.
- Dakota Recommends
- Dakota Private Markets
- Dakota Funds
- Joe AI Report Builder
- Dakota RIAs
- Dakota Family Offices
Products and services
- Dakota Marketplace Flagship B2B intelligence platform providing verified data on 250,000+ LP accounts, 386,000+ verified LP contacts, 640,000+ private companies, and 57,000+ private funds, designed for fundraisers and investment sales teams to identify, research, and engage active allocators.
- Dakota Recommends AI-powered recommendation engine that suggests relevant investment opportunities and allocator matches based on user preferences and behavior patterns.
- Dakota Private Markets Comprehensive private markets intelligence covering deal flow, fund performance, and allocator preferences across private equity, venture capital, real assets, and other alternative investment strategies.
- Research As A Service On-demand research service where Dakota's team of 60+ researchers provide customized intelligence reports and allocator insights on request for investment firms.
- Dakota RIAs Database of verified C-suite contacts, CIO bios, investment preferences, and full ETF, BDC, and closed-end fund holdings drawn from 13F filings for 17,000+ registered investment advisors.
- Dakota Family Offices Database of 3,800+ family offices actively allocating capital globally, with verified contacts, CIO bios, investment histories, and stated preferences by strategy and asset class.
- Dakota Family Office Investment Database Tracking $3.83 trillion across 21,702 direct investments by family offices, with detailed holdings data and investment thesis documentation.
- Dakota Home Office Intelligence on wirehouse and home office investment teams, their allocation strategies, and key contacts for distribution purposes.
- Dakota Bank Trusts Specialized database for bank trust departments including verified contacts, AUM data, and investment preferences for trust investment teams.
- Dakota International Global coverage spanning 91 countries including sovereign wealth funds, European institutional mandates, and international allocator intelligence.
- Dakota Middle East Specialized coverage of Middle East family offices and sovereign wealth funds with verified contacts and investment preferences.
- Dakota European Investment Mandates European allocator intelligence including investment mandates, allocation strategies, and key decision-maker contacts.
- Dakota Private Companies Database of 640,000+ private companies across 11 sectors including Industrials (237K), Technology (101K), Health Care (81K), covering sponsor-backed portfolio companies and non-sponsored businesses.
- BDC Holdings Business Development Company holdings data and analytics for tracking BDC portfolios and investment activity.
- Evergreen Performance Benchmarking Performance benchmarking tools for evergreen funds and open-ended investment structures with custom peer group creation by vintage, strategy, geography, and fund size.
- Dakota Transactions Deal intelligence covering 70,000+ private market transactions mapped to GPs, funds, and portfolio companies, growing at approximately 6,000 new transactions monthly.
- Dakota Public Companies Public company intelligence data including holdings, investment activity, and corporate development information.
- Dakota Benchmarks (Private Fund Performance & Benchmarking Dataset) Performance benchmarking platform covering 57,000+ private funds with verified IRR, TVPI, DPI, and RVPI metrics and custom benchmarking technology.
- Dakota Private Funds Comprehensive fund intelligence on 57,000+ private funds with performance data, strategy classification, and fund manager profiles.
- Dakota Holdings Portfolio holdings data mapped to allocators, funds, and investment managers for complete deal context and relationship mapping.
- Dakota MCP Server (Model Context Protocol) Programmatic access (via API Hub and MCP server) to Dakota's database of institutional investors, private companies, and fund performance data, enabling custom integrations and AI-agent access through natural language queries.
- The Dakota 500 Recognition Program Independent recognition program for leading financial advisors, celebrating top performers in the wealth management industry based on Dakota's platform intelligence.
Quantifiable outcome
- Reduces outreach time by providing verified, qualified investors who actively allocate capital
- +2 more outcomes
Companies that use Dakota
Customer profileNamed customers2 records
Segments7 records
Ideal customer profiles3 records
Dakota technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability3 records
Feature5 records
Dakota partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and major.
- Backstop SolutionscoreStrategic partnership announced December 2025 integrates Dakota's database of Limited Partners, General Partners, private companies, and sponsor-backed companies directly into Backstop's CRM platform. The integration allows Backstop users to sync Dakota Marketplace contact and firm data, access updated LP/GP/company information, and enhance pipeline tracking and relationship management without switching platforms. Over 2,300 global investment firms use either Dakota or Backstop platforms combined.
- SalesforcecoreNative integration between Dakota Marketplace and Salesforce, enabling real-time investment data sync, contact management, and pipeline tracking within the Salesforce CRM environment
- HubSpotcoreIntegration with HubSpot CRM for marketing automation and sales pipeline management connected to Dakota's allocator data
- Intapp DealCloudmajorIntegration with Intapp DealCloud for investment banking and M&A workflow management connected to Dakota intelligence
- SnowflakemajorIntegration with Snowflake data cloud enabling advanced analytics and custom data warehouse implementations using Dakota's allocator intelligence
- DynamomajorIntegration with Dynamo platform for investor relations and fund management workflows
- AltviamajorIntegration with Altvia for investor communications and reporting connected to Dakota allocator data
- PinnaklmajorIntegration with Pinnakl platform for investment management and portfolio analytics
Scale indicators9 records
Recent moves6 records
Expansion highlights7 records
Dakota competitors and assessment
Company assessmentDirect peers
- AlphaSense: AlphaSense is an enterprise market intelligence and search platform used heavily by investment firms for research workflows. It overlaps with Dakota's Joe AI Report Builder and AI-driven intelligence use cases for investment sales and research teams.
- CB Insights: CB Insights is a market intelligence platform covering private companies, deals, investors, and emerging technology trends. It competes with Dakota for corporate development, PE deal team, and enterprise market intelligence budgets.
- Crunchbase: Crunchbase provides private company intelligence, funding data, and investor tracking used by deal teams and corporate development groups. It overlaps with Dakota Private Companies and Dakota Transactions for company and deal sourcing use cases.
- Preqin: Preqin is a leading data and intelligence provider on alternative investments, with extensive LP/GP, fund performance, and allocation data. It competes head-on with Dakota's Private Markets and Dakota Benchmarks offerings for institutional allocator research workflows.
- PitchBook: PitchBook is the dominant subscription platform for private market intelligence, covering deals, funds, LPs, and company financials. It is the closest direct competitor to Dakota Marketplace, serving many of the same investment sales, PE deal team, and investment banking customers.
- Tegus: Tegus is an expert research platform offering primary-source insights on companies and industries, used by institutional investors. It competes with Dakota's Research As A Service offering and Joe AI summarization workflows for buy-side due diligence.
- Relationship Science (RelSci): RelSci provides relationship mapping and influence intelligence for institutional investors, wealth managers, and corporations. It is comparable to Dakota's allocator relationship intelligence and CIO bio/contact depth for investment sales use cases.
Emerging players
- Grata: Grata is an emerging deal-sourcing and private company intelligence platform focused on middle-market companies. It is comparable to Dakota's deal sourcing workflows for PE deal teams and corporate development buyers.
Broad incumbents
- Backstop Solutions: Backstop Solutions is a CRM and investor relations platform for investment firms, now a strategic partner of Dakota. It is a broad incumbent serving 2,300+ investment firms with workflow tools that overlap with parts of Dakota's value proposition.
- Intapp DealCloud: Intapp DealCloud is a CRM and deal management platform widely used by investment banks and PE firms. It is a Dakota integration partner but also a broader incumbent relationship platform competing for the same enterprise workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Dakota social profiles
Digital presenceDakota compliance and trust
Trust signalCompliance3 records
Dakota financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dakota leadership team
Management profileNumber of profiles
Profiles1 record
Dakota funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dakota M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dakota
What does Dakota do?
Dakota operates Dakota Marketplace, a B2B intelligence platform providing verified data on 250,000+ institutional LP accounts, 386,000+ LP contacts, 640,000+ private companies, and 57,000+ private funds, paired with AI-powered reporting (Joe AI, Claude App), CRM integrations (Salesforce, HubSpot, DealCloud, Backstop, Snowflake), and an MCP server enabling AI-agent access. The platform is built for investment sales and fundraising teams to identify, research, and engage active allocators.
Is Dakota a public or private company?
Dakota is a private company. It is classified as venture growth investor backed and is currently operating.
When was Dakota founded?
Dakota was founded in 2019. It employs 51 to 100 people.
Where is Dakota based?
Dakota is headquartered in Bryn Mawr, United States, in the North America region.
How does Dakota make money?
Two revenue lines are on record. Subscription Access to Dakota Marketplace is the primary driver. The others are API and Integration Access.
Who are Dakota's main competitors?
Direct peers on record are AlphaSense, CB Insights, Crunchbase, Preqin, PitchBook, Tegus and Relationship Science (RelSci). Grata is listed as an emerging player. Broad incumbents are Backstop Solutions and Intapp DealCloud.
Does Dakota have an API?
Yes. Dakota offers API access through its API Hub, providing programmatic access to its database of institutional investors (LPs and GPs), private companies, and fund performance data. The platform also launched an MCP (Model Context Protocol) server that enables AI agents to access its database through natural language queries, representing a shift from traditional API-based data delivery. Developer documentation is at www.dakota.com/api-hub.
What industry is Dakota in?
Dakota's product category is Investment Intelligence Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of BPAMAGAD, B2B Marketplaces & Wholesale Platforms. Its NAICS code is 513210 and its SIC code is 7370.