Advisory Board

Products
Products
- Dakota Marketplace
Data Sets
Integrations
- Salesforce App
- Hubspot
- Dynamo
- Satuit
- Altvia
- Intapp DealCloud
- Dynamics
- Pinnakl
Services
- Dakota Funds
News
Resources
Events
Content
Podcasts
Company
Company
- About Us
- Team
- Careers
- Core Principles
- Contact Us
Community
Marketplace Login
Book A Demo

Shaping the Future of Investment Sales

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

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

Rob Robertson

President, Dakota Marketplace

DAKOTA

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

Dakota is a financial, software, data and media company based in Philadelphia, PA. Dakota’s flagship product, Dakota Marketplace, is a database of LPs, GPs, Private Companies and Public Companies used by fundraising teams deal sourcing teams to both raise money as well source investment opportunities. Over 1,300 global investment firms use Dakota daily.

Dakota Core Values Learn More

Address

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