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Private Capital CRM Native Integration · PE, VC, Fund of Funds

Accelerating Fundraising Pipeline Growth With Enhanced Data Insights.

Altvia's purpose-built private capital CRM, combined with Dakota Marketplace's 250,000+ LP accounts, 386,000+ verified contacts, and daily-updated investor intelligence, gives alternative asset managers the most complete fundraising platform in private markets. Better data. Sharper pipeline. Faster closes.

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250,000+
LP Accounts Available
386,000+
Verified Contacts
Daily
Research Updates
PE, VC, FoF
Purpose-Built for Alt Asset Managers
Day One
productive, most teams are live and raising within one business day
The Problem This Solves

Your Altvia Instance Is Only as Powerful as the Data Inside It.

Alternative asset managers who run their fundraising operations inside Altvia have a purpose-built workflow, but the data powering that workflow is only as good as the underlying investor intelligence. Without verified, daily-updated LP data enriching every Altvia record, even the best fundraising CRM produces the wrong results.

Altvia automates the fundraising workflow. Dakota provides the verified investor intelligence that powers it. Together, your team spends less time on data entry and manual research, and more time in front of the right LPs, with the right context, at the right moment in the fundraising cycle.
Dakota Marketplace + Altvia Integration
Why It Matters
01
Your Pipeline Is Built on Contacts Who Don't Reflect the Market Today
CIOs change firms, family offices restructure, pension funds hire new investment teams. Altvia manages your relationship history brilliantly, but it cannot keep your contact data current on its own. Every stale contact in your Altvia pipeline is a rep chasing a dead end instead of a live opportunity.
02
Your Team Is Prospecting Without the Intelligence That Differentiates You
Knowing that an LP exists is not the same as knowing who the CIO is, what they've recently committed to, what their investment preferences are, or whether a consultant you've never spoken to is advising them. Without Dakota's context, your team's Altvia outreach is informed by relationship history but blind to market intelligence.
03
You Can't Identify Net-New Prospects That Should Already Be in Your Pipeline
Dakota tracks 2,000+ new RIA formations, breakaway events, and newly registered firms every year, as well as personnel changes, M&A activity, and mandate announcements across every LP channel. Without this intelligence feeding into Altvia, your pipeline never captures the opportunities that haven't yet come to you through existing networks.
Benefits of the Integration

Dakota + Altvia. Every Benefit, Compounding.

The Dakota Marketplace + Altvia integration was built to remove the friction that separates good fundraising teams from great ones, putting verified investor intelligence inside a purpose-built private capital CRM so your team works smarter at every stage of the raise.

Strategic Decisions Grounded in Verified Market Intelligence
Utilize Dakota's LP and GP data directly within Altvia for every strategic fundraising decision. Gain a competitive edge with real insights into market dynamics, which LPs are allocating to your strategy, which consultants are running searches, which institutions are actively reviewing mandates, all surfaced inside the CRM your team already runs their fundraise from.
Data InsightsReal-time market intelligence inside every Altvia record
Engage Every LP More Personally and Build Stronger Connections
Stand out in your LP network using enriched Dakota data inside Altvia. When your team engages an allocator with genuine knowledge of their background, current holdings, investment preferences, and recent organizational changes, they build trust faster and establish relationships that last beyond a single fund cycle.
Network DifferentiationContext that turns a cold call into a warm conversation
Eliminate Manual Data Entry and the Errors That Come With It
Altvia automates fundraising data entry and CRM management. Combined with Dakota's live data sync, your Altvia records stay current automatically, no manual updates when a contact changes firms, no missed opportunities because a new LP wasn't added to the system. The pipeline maintains itself, powered by Dakota's daily research.
Automated FundraisingPipeline that maintains itself without manual work
How It Works

From Connection to Productive Pipeline in Four Steps.

The Dakota Marketplace + Altvia integration is built to get your fundraising team into the data immediately, with no lengthy onboarding, no IT project, and no disruption to the fundraising workflows Altvia already supports.

1
Connect Dakota Marketplace to Your Altvia Instance
A Dakota integration specialist guides your team through the connection setup, linking your Altvia environment to the Dakota Marketplace intelligence layer. No code required. No IT project. A configuration that takes hours, not weeks.
2
Enrich Existing Altvia LP Records With Dakota Intelligence
Dakota's matching engine identifies which of your existing Altvia LP accounts and contacts correspond to records in the Dakota database, and enriches them automatically with verified contacts, CIO bios, investment preferences, and account-level intelligence. Your existing relationship history stays intact.
3
Surface Net-New LP Prospects Directly Into Altvia
Dakota continuously identifies LP accounts that match your fundraising criteria but are not yet in your Altvia pipeline, newly formed RIAs, family offices that just crossed your AUM threshold, institutions announcing mandates in your strategy. Push any of these into Altvia with a single action.
4
Automatic Updates Keep Your Pipeline Current Without Manual Work
From the moment the integration is live, Dakota's daily research updates flow automatically into your Altvia records. Contact changes, firm transitions, preference updates, M&A events, all reflected in Altvia the same day they are verified by Dakota's research team.
The Dakota + Altvia Workflow

How the Integration Powers Every Stage of Your Fundraise.

From building the initial target list to managing the close, Dakota's LP intelligence inside Altvia improves every phase of the alternative asset manager's fundraising process.

Stage 01, Target List
Start With the Right LPs, Not Just Any LPs
Before the first outreach, use Dakota inside Altvia to build a target LP list filtered by strategy preference, AUM, geography, and commitment history. The right 200 LPs will outperform the wrong 2,000 every time. Dakota's filters eliminate the noise before it enters your Altvia pipeline.
250,000+ LP accountsICP filtering
Stage 02, First Outreach
Lead With Context, Not a Blind Cold Call
When your team makes the first LP contact, Dakota's CIO bio and investment preferences are already inside the Altvia record, the professional background of the person they're calling, what that LP currently owns, and where they are building or reducing exposure. Every first conversation is informed by intelligence that was already there.
CIO biosInvestment preferences
Stage 03, Pipeline Management
Track Progress Against a Living Target List
Altvia's pipeline history tracking and Dakota's real-time data updates work together to keep your pipeline accurate. When a target LP announces a mandate, your Altvia pipeline flags the timing intelligence. When a CIO changes firms, your record updates automatically. Pipeline management that reflects the market as it actually is.
350+ searches/yearReal-time updates
Stage 04, Close and LP Relations
Build Relationships That Survive a Single Fund
After the close, Altvia's LP reporting and investor relations workflows keep your LP relationships active. Dakota's continued data updates, personnel changes, preference shifts, new allocation programs, mean your team always knows when a closed LP's situation has changed in a way that creates a new opportunity.
Daily researchPost-close intelligence
Pipeline History
Analyze Past Performance With Full LP Context
Altvia's robust pipeline history tracking, combined with Dakota's verified LP profiles, transforms historical fundraising data into actionable intelligence. Understand which LP types converted fastest in your last fund, which consultants drove the most commitments, and which geographies correlated with the highest close rates.
Pattern recognitionFund-over-fund improvement
Purpose-Built CRM
A Fundraising CRM Tailored to Alternative Asset Management
Unlike complex Salesforce implementations that require extensive customization, Altvia offers a flexible, tailored approach designed specifically for the PE, VC, and fund of funds fundraising workflow. Dakota's integration fits naturally into this purpose-built environment, LP intelligence surfaced within the workflows alternative asset managers actually run.
PE, VC, FoFNo IT overhead
Before and After Dakota

What Changes When Dakota Intelligence Lives in Your Altvia.

The impact of having verified, daily-updated LP intelligence in your Altvia is not incremental. It changes how your team raises capital every day.

x Before Dakota
Building a target LP list requires weeks of manual research before the team can make their first calls
+ After Dakota
Filter 250,000+ LP accounts by strategy, AUM, geography, and commitment history in minutes, directly inside Altvia
x Before Dakota
First LP outreach is cold, the team knows the firm name and contact but nothing about the CIO, their preferences, or current portfolio
+ After Dakota
CIO bio, investment preferences, 13F holdings, and recent organizational changes are already in the Altvia record before the first call
x Before Dakota
Stale contacts accumulate, reps discover CIOs have changed firms only after an email bounces or a call goes unanswered
+ After Dakota
Every contact change is reflected in Altvia the same day it is verified by Dakota's research team, outreach always reaches the right person
x Before Dakota
Net-new LP prospects, new RIA formations, breakaway events, newly qualified family offices, never make it into the Altvia pipeline
+ After Dakota
2,000+ new LP accounts identified per year flow directly into Altvia, pipeline always captures opportunities before competitors do
The Data Behind the Integration

Every LP Your Fundraise Needs to Reach. Every Contact Who Decides.

Family Offices
3,800+ Family Offices, 7,400+ Verified Contacts
Only legitimate family offices actively allocating capital, with CIO bios, investment histories, and stated preferences by strategy and asset class. The fastest-writing-check LP channel in private markets, fully mapped inside Altvia.
Fastest-writing-check LP channel in private markets
Public Pensions
1,400+ Public Pensions, 5,500+ Contacts
State and municipal pensions with daily investment committee meeting minutes, RFP alerts, and direct contact data for the teams that make allocation decisions, the intelligence that puts you in the right conversation before the mandate closes.
Daily meeting minutes, RFP alerts, mandate timing intelligence
Corporate Pensions and RIAs
78,000+ Corporate Pensions + 17,000+ RIAs
The largest single account category in the database, corporate pension investment offices with verified investment team contacts, plus the fastest-growing LP channel in wealth management with 13F holdings data, CIO bios, and daily M&A tracking.
Complete coverage across every institutional and intermediary channel
Consultants, Foundations and Endowments
580+ Consultants + 800+ Foundations + 600+ Endowments
The gatekeepers to institutional capital, with 1,000+ field consultants individually tagged to 170+ consulting firms, plus foundations, endowments, and sovereign wealth funds. The full institutional LP universe that alternative asset managers target across every fund raise, all inside a single Altvia integration.
250,000+ total LP accounts, the most complete database in private markets
Full Integration Ecosystem

Dakota Lives Inside Every CRM Your Team Already Uses.

Altvia is one of eight CRM and data platforms Dakota Marketplace integrates with natively. Whatever workflow your investment sales or fundraising team runs, Dakota improves it from inside, delivering verified LP intelligence at the exact moment your team needs it.

Salesforce
CRM, Native
HubSpot
CRM Integration
Altvia
Private Capital CRM, You Are Here
DealCloud
CRM, Deal Management
Dynamo
Investment Management CRM
Pinnakl
CRM Integration
Satuit
CRM, Asset Management
Snowflake
Data Warehouse
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See Dakota inside your Altvia.

A member of the Dakota team will follow up within one business day. No lengthy procurement cycles. No six-month onboarding. Most alternative asset management teams are productive within the first week, with 250,000+ LP accounts, 386,000+ verified contacts, and daily research updates flowing directly into the Altvia instance powering their fundraise.

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