Dakota is excited to announce the formation of its Advisory Board, uniting senior distribution leaders from across the asset management industry. This group will serve as a strategic resource as Dakota advances its AI capabilities and expands differentiated data sets for investment professionals.
The Advisory Board brings together seasoned executives with deep expertise in institutional and intermediary distribution. Their insights will help shape Dakota’s product roadmap and ensure the platform continues to meet the evolving needs of investment sales teams.
“This advisory board reflects our belief that the best products are created in close partnership with experienced professionals who understand the challenges of investment distribution.” - Gui Costin, Founder and CEO of Dakota.
The Advisory Board will focus on key priorities, including product strategy, data expansion, API integrations, and exploring how AI can further support and enhance the investment sales process. The group will also serve as a sounding board for go-to-market strategies and new channel opportunities.
Confirmed Advisory Board members include:
- James Kase, Head of Global Investor Relations at HarbourVest
- Adam Bobker, Global Co-Head of Private Wealth Solutions at Fortress
- Doug Keller, CEO of Permanent Capital & Wealth at RedBird Capital Partners
- Phil Shankweiler, Head of RIA at Partners Group
- Chris Greenwell, Managing Director at Axonic
This announcement follows a period of significant growth for Dakota Marketplace, which now serves thousands of asset managers and investor relations teams globally. The platform continues to provide comprehensive allocator data and, more recently, expanded coverage of portfolio company data and public earnings call data to support analysts and portfolio managers.
As Dakota continues to innovate, the guidance and expertise of the Advisory Board will play a crucial role in shaping the future of the platform.
About Dakota
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. With a rapidly growing dataset and powerful integrations, Dakota enables teams to drive more meetings, track activity, and streamline distribution.
Check out the full article on Business Wire here!
