Dakota Consultant Relations

The Most Complete Consultant Relations Database. Built for Fundraisers.

580+ investment consultants. 5,700+ verified contacts. 1,000+ field consultants tagged to 170+ firms. 350+ institutional searches per year. 800+ investment fee studies — researched and updated daily by a team that has been raising capital since 2006.

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580+

Investment Consultants

5,700+

Verified Contacts

1,000+

Field Consultants Tagged

350+

Institutional Searches/Year

The Challenge

Consultant Relations Is the Highest-Leverage Activity in Institutional Sales. It's Also the Hardest to Execute Without the Right Data.

Getting on a consultant's approved list can unlock capital from hundreds of underlying clients. But most consultant relations teams are flying blind — working from outdated contact lists, guessing which consultants cover which strategies, and missing searches that never make it into their pipeline.

You Don't Know Which Consultants Are Running Searches in Your Strategy

Consultant-driven mandates often surface through word of mouth — or not at all. By the time a search reaches your pipeline through a traditional channel, the shortlist is often already set. The firms that win mandates are the ones that knew the search was coming.

You Can't See Which Consultants Influence Your Largest Allocators

The pensions, endowments, and foundations writing the largest checks almost always have a consultant in the room. Knowing which firm advises which institution — and who the field consultant is at the individual account level — is intelligence most teams simply don't have.

You're Going Into Fee Negotiations Without Market Data

Fee pressure from consultants is relentless. Without fee study data across hundreds of institutional mandates, you're negotiating blind — and leaving money on the table or losing mandates you should have won.

The Data

One Platform. Every Consultant That Matters.

Dakota Consultant Relations covers the complete consulting universe — from field consultants advising individual pension clients to firm-level relationships that determine which managers make the approved list. Every record is verified and updated daily by our research team.

Consultant Coverage

5,700+ verified contacts

580+

Investment Consultants

The full universe of investment consulting firms actively advising institutional allocators — with verified contact data at the individual consultant level. Not generic firm addresses. The specific person advising the pension or endowment you're trying to reach.

Field Intelligence

170+ consulting firms mapped

1,000+

Field Consultants Tagged

Over 1,000 field consultants individually tagged to 170+ consulting firms — with name, account, and email. The consultant channel, finally mapped at the individual level. Know which field consultant covers which pension or endowment before you pick up the phone.

Mandate Intelligence

Updated daily

350+

Institutional Searches Per Year

Comprehensive investment search alerts delivered directly to your inbox — over 350 searches found in 2023 alone. Identify consultant-driven mandates before your competition does. Know which strategies are being searched and which institutions are running the process.

Fee Intelligence

Searchable by manager & asset class

800+

Investment Fee Studies

Exact fees paid to managers by public pension funds — searchable by manager and asset class. Know what the market is paying before your next consultant fee negotiation. Stop guessing and start winning mandates at the right price.

Meeting Intelligence

What peers are saying

4,000+

Manager Presentations to Pensions

Access presentations given by other managers to public pension funds — see how competitors are positioning, what funds are hearing from the market, and which firms consultants are bringing to their clients. Competitive intelligence no other platform delivers.

LP Intelligence

Daily updates

Daily

Public Plan Meeting Minutes

Daily reports of public pension investment committee meeting notes — recent hires, RFPs, portfolio allocation changes, and manager decisions. Know what's happening at the institutional clients your consultants advise before your competitors do.

Why Dakota Consultant Relations

Built for the Work. Not the Pitch.

The firms winning consultant-driven mandates aren't bigger. They're better informed. Here's what separates Dakota from every other data platform your consultant relations team has tried.

Only Active Allocators — No Noise

We separate the consultants, pensions, and endowments that actually allocate to outside managers from those that don't. A database with 50,000 contacts that don't write checks wastes more time than it saves.

Research-Verified, Updated Daily

Nothing is auto-populated from a regulatory filing and called intelligence. Our research team reviews every record. When a consultant changes firms or a field consultant moves to a new account, your data reflects it immediately — not months later.

Integrated Into Your Existing Workflow

Salesforce, HubSpot, DealCloud, Dynamo, Altvia, Pinnakl, Satuit, Snowflake, and more. Dakota lives inside the tools your team already uses — not as a separate tab nobody opens.

28 Years of Proprietary Curation

We've been building this dataset since before most of the platforms you use today existed. That compounded institutional knowledge — especially in the consulting channel — is not something a competitor can replicate by scraping the web or sourcing from filings.

Works With Your Stack

Every Platform Your Team Already Uses.

Salesforce

Native, AppExchange

HubSpot

CRM Integration

DealCloud

CRM Integration

Dynamo

CRM Integration

Altvia

CRM Integration

Pinnakl

CRM Integration

Satuit

CRM Integration

Snowflake

Data Warehouse

Get Started

See What Dakota Consultant Relations Looks Like for Your Team.

Most teams are productive within the first week, with immediate access to 580+ investment consultants, 5,700+ verified contacts, 350+ institutional searches, and the full intelligence layer your consultant relations team needs. $16,500/year. $1,000 per additional user.

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Four Ways to Get Started

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Download the Platform Guide

See what's inside before you commit to a conversation

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Watch the 2-Minute Overview

How it works, what you get, who it's for

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Read the Case Studies

See how firms like yours have raised more capital with Dakota

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