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dakota Advisory Board

Shaping the Future of Investment Sales

Bringing together top distribution executives to inform product strategy, data expansion, and AI-driven innovation.

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Driving Innovation Together

At Dakota, we believe collaboration drives the best outcomes. With the guidance of our Advisory Board, we’re committed to building solutions that help investment sales teams raise capital faster and more effectively.

The board initiatives include:

Product strategy & roadmap

Data expansion & integrations

AI
initiatives

Go-to-market strategy & channel growth

Meet Our Advisory Board Members

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

Dakota is a financial, software, data and media company based in Philadelphia, PA. Dakota’s flagship product, Dakota Marketplace, is a database of Limited Partners (LPs), General Partners (GPs), Private Companies and Public Companies used by thousands of fundraising, deal, and investment teams worldwide to raise capital, source deals, track peers, and access comprehensive data—all in one global platform.

Dakota-isms Learn More

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481