Dakota

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.

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

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

• Investment intelligence platform
• Institutional allocator data
• Private markets intelligence
• Fundraising CRM data
• LP contact database

Headquarters

HQ city

Bryn Mawr

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels11 records

Core 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

Named customers2 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability3 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and major.

• Backstop SolutionscoreTechnology or Integration · 11 December 2025Strategic 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.
• SalesforcecoreTechnology or IntegrationNative integration between Dakota Marketplace and Salesforce, enabling real-time investment data sync, contact management, and pipeline tracking within the Salesforce CRM environment
• HubSpotcoreTechnology or IntegrationIntegration with HubSpot CRM for marketing automation and sales pipeline management connected to Dakota's allocator data
• Intapp DealCloudmajorTechnology or IntegrationIntegration with Intapp DealCloud for investment banking and M&A workflow management connected to Dakota intelligence
• SnowflakemajorTechnology or IntegrationIntegration with Snowflake data cloud enabling advanced analytics and custom data warehouse implementations using Dakota's allocator intelligence
• DynamomajorTechnology or IntegrationIntegration with Dynamo platform for investor relations and fund management workflows
• AltviamajorTechnology or IntegrationIntegration with Altvia for investor communications and reporting connected to Dakota allocator data
• PinnaklmajorTechnology or IntegrationIntegration with Pinnakl platform for investment management and portfolio analytics

Scale indicators9 records

Recent moves6 records

Expansion highlights7 records

Direct 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

• YouTubeyoutube.com/channel/UCQXvBjpCC80gqthSXD3BSjA
• LinkedInlinkedin.com/company/dakota-about

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dakota