Dakota Advisory Board

Shaping the future of investment sales.

Bringing together top distribution executives to inform Dakota's product strategy, data expansion, and AI-driven innovation — so the platform stays one step ahead of the firms that rely on it.

▶ Learn More Meet the Board

Board initiatives

Product strategy & roadmap
Data expansion & integrations
AI initiatives
Go-to-market & channel growth

Driving Innovation Together

Built in collaboration with the people who do the work.

At Dakota, we believe the best outcomes come from people who've sat on both sides of the table. The Advisory Board guides four core initiatives shaping how investment sales teams raise capital.

Strategy

Product Strategy & Roadmap

Shaping where Dakota Marketplace goes next, informed by the firms that use it most.

Data

Data Expansion & Integrations

Identifying the next allocator channels, data fields, and CRM integrations to build.

AI Initiatives

Guiding how Joe AI, the Claude app, and intelligence layers turn data into faster decisions.

Growth

Go-To-Market & Channel Growth

Sharpening how Dakota reaches and serves investment firms across every distribution channel.

Advisory Board Members

Eight leaders. One mission.

Senior distribution executives from across institutional, private wealth, and alternatives — guiding Dakota's next chapter.

James Kase

Head of Global Investor Relations

HarbourVest

Adam Bobker

Global Co-Head of Private Wealth Solutions

Fortress

Doug Keller

CEO of Permanent Capital & Wealth

RedBird Capital Partners

Phil Shankweiler

Head of RIA

Partners Group

Stacy Havener

Founder & CEO

Havener Capital Partners

Jenn Clausen

Partner & Head of Investor Relations

LEM Capital

Chris Greenwell

Managing Director

Axonic

Stephanie Davis

Co-Head of U.S. Private Wealth Solutions

Hamilton Lane

About Dakota

The data the industry's best fundraisers actually use.

Dakota is a financial, software, data and media company based in Philadelphia. Our flagship product, Dakota Marketplace, is a database of allocators, investment firms, private companies, and public companies used by thousands of fundraising, deal, and investment teams worldwide.

The Dakota-isms About Dakota