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Official Integration Two-Way Sync · No Manual Imports Required

250,000+ LP Accounts. Synced Directly Into Your HubSpot.

Investment firms running HubSpot face the same problem: the CRM is only as useful as the data inside it. Dakota solves this, syncing 250,000+ LP accounts, 386,689 verified contacts, and daily real-time updates directly into your HubSpot instance. No manual imports. No duplicate platforms. No stale data your team stops trusting.

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250,000+
LP Accounts Synced
386,000+
Contacts Updated
Real-Time
Sync Cadence
Two-Way
Data Flow
Day One
time to value - live and producing results within one business day
The Problem Every HubSpot Investment Firm Faces

HubSpot Is the Right CRM. But Only With the Right Data Inside It.

HubSpot is increasingly the CRM of choice for investment management firms, particularly emerging managers, boutique investment firms, and smaller distribution teams who want a powerful, intuitive platform without the enterprise complexity of Salesforce. It is excellent CRM software. But like every CRM, it has a data problem.

Most investment firms that run HubSpot start with a contact list they have built manually, a mix of business cards, LinkedIn connections, conference attendees, and whoever was in the previous CRM when someone exported it. That list is incomplete from day one and begins degrading immediately as investment professionals change roles, firms merge, and new allocators enter the market.

The Dakota HubSpot integration solves the data problem completely. Instead of an incomplete, manually maintained contact list, your HubSpot becomes a live, comprehensive database of 250,000+ institutional and intermediary LP accounts and 386,000+ verified decision-maker contacts, updated in real time every day by Dakota's research team.

With Dakota Marketplace's HubSpot integration, you access fresh sales contacts, more opportunities, and real-time updates, all directly inside your existing HubSpot instance. Your team gets investment-grade data without ever leaving the CRM they already use.
Dakota Marketplace
01
Link Existing Records - Enrich What You Already Have
Dakota links its account and contact data to your existing HubSpot records, enriching the firms and people already in your CRM with verified AUM, investment preferences, contact details, and account type classification. Your historical data becomes more useful, not redundant.
02
Create New Records - Expand Your Coverage Instantly
For accounts and contacts in Dakota that are not yet in your HubSpot, the integration creates new, fully enriched records, so your team's coverage expands to the full universe of allocators relevant to your strategy, not just the ones you have managed to find manually.
03
Update in Real Time - Never Work From Stale Data Again
When a CIO changes firms, when an RIA gets acquired, when a family office changes its investment focus, your HubSpot reflects it immediately. Dakota's research team updates the database daily, and every change flows through to your CRM records automatically.
04
Keep Your Own Notes and Activities - The CRM Still Belongs to You
The integration is additive, it brings Dakota's data into your HubSpot without overwriting the meeting notes, call logs, email sequences, and activity history your team has built. Dakota data and your proprietary relationship intelligence live together in the same record.
Why Investment Firms Choose HubSpot

The CRM for Investment Teams Who Want Power Without Complexity.

HubSpot has become the preferred CRM for a specific type of investment firm, one that wants enterprise-grade functionality, an interface their team will actually use, and a platform they can configure without a dedicated Salesforce administrator. Here is who benefits most from the Dakota HubSpot integration.

Emerging & Boutique Managers
Firms raising their first or second fund who need a full-coverage LP database without the cost and complexity of enterprise CRM infrastructure. HubSpot + Dakota gives a 2-person IR team the same data advantage as a firm three times their size.
Pain without DakotaHand-built contact list that covers maybe 20% of relevant allocators
Mid-Market Investment Firms
Established firms with 5-25 person distribution teams who have outgrown spreadsheets but want a CRM their fundraisers will actually open. HubSpot's interface drives adoption; Dakota's data makes the records worth opening.
Pain without DakotaSalespeople maintain parallel spreadsheets because the CRM data is unreliable
Firms Expanding Into New Channels
A PE firm expanding into the RIA channel. A hedge fund building a family office coverage strategy. An alternative asset manager moving into international markets. Dakota's HubSpot integration gives you instant coverage in any new channel, 17,000+ RIAs, 3,800+ family offices, and international LPs, without a manual data build.
Pain without DakotaMonths of research to build a starting list in any new channel
How the Integration Works

From Connection to Live Data in Your HubSpot.

The Dakota HubSpot integration is designed to be live and producing value within one business day. Here is the exact setup flow.

1
Connect Your Dakota Membership
Authenticate your Dakota Marketplace membership to establish the data connection. Your existing subscription covers the HubSpot integration.
2
Map to Your HubSpot Properties
Dakota maps its account and contact fields to your HubSpot properties, AUM, account type, investment preferences, metro area, and contact details - in your existing data structure.
3
Enrich and Expand Your Records
Existing HubSpot records are enriched with Dakota data. New records are created for allocators not yet in your CRM. Coverage expands to 258,955 LP accounts immediately.
4
Real-Time Updates - Forever
From day one, your HubSpot stays current automatically. Personnel changes, new allocators, AUM updates, all reflected without any manual work from your team.
What Flows Into Your HubSpot

Six Data Layers. All Inside Your Existing HubSpot Instance.

Every category of Dakota Marketplace data is mapped directly into HubSpot as native records, companies, contacts, and associated properties - so your team works from the interface they already know.

Core Data
Company Records - 250,000+ LP Firms
Every institutional and intermediary LP account, corporate pensions, public pensions, RIAs, family offices, endowments, foundations, consultants, broker-dealers, as native HubSpot Company records, with account type, metro area, AUM, and channel classification.
250,000+ companies · All account types · Metro area field
Core Data
Contact Records - 386,000+ Decision Makers
Individual decision-maker contacts mapped to company records, CIOs, investment directors, portfolio managers, alternatives allocators - with verified contact information, role, asset classes covered, and investment preferences. Your team calls the right person every time.
386,000+ contacts · CIO bios · Investment preferences
New Opportunities
Fresh Accounts - Continuous Expansion
As Dakota adds new accounts to the database - new RIA formations, new family offices, newly registered advisors, those records are automatically created in your HubSpot. Your addressable market grows without any manual prospecting effort from your team.
2,000+ new RIAs added in 2025 · Continuous expansion
Real-Time Sync
Personnel Changes - Tracked as They Happen
Investment professionals move frequently. When a CIO changes firms, when an analyst is promoted, when a family office brings in a new head of alternatives, your HubSpot contact records update automatically. Never send an email to someone who left six months ago.
Daily research updates · Real-time personnel alerts
Enrichment
Existing Record Enrichment
Dakota matches its data against your existing HubSpot records and enriches them, adding AUM, account type, verified contact details, investment preferences, and channel classification to companies and contacts already in your CRM. Your historical data gets better, not redundant.
Existing records enriched · No data loss · Additive only
Activity Integrity
Your Notes and Activities Preserved
The integration is fully additive. Meeting notes, call logs, email sequences, deals, and pipeline data your team has built in HubSpot are never overwritten. Dakota data and your proprietary relationship intelligence coexist in the same record, your CRM gets richer, not reset.
Non-destructive · Your data preserved · Dakota data added
Before and After Dakota

What Changes When Dakota Data Lives in Your HubSpot.

The impact of having investment-grade LP data in your HubSpot is not incremental. It changes how your team works every day.

✕ Before Dakota
Starting a new channel coverage strategy requires months of manual list-building before the team can make their first calls
✓ After Dakota
Coverage of any new channel, RIAs, family offices, international LPs, is available in HubSpot on day one of the integration
✕ Before Dakota
Email bounce rates climb to 20-40% within 12 months as personnel changes accumulate faster than the team can update records
✓ After Dakota
Contact records update automatically when investment professionals change roles, outreach accuracy stays high without any manual maintenance
✕ Before Dakota
Sales team maintains private spreadsheets alongside HubSpot because the CRM data doesn't cover the full allocator universe they need to call
✓ After Dakota
HubSpot becomes the single source of truth, complete coverage of every relevant allocator, so there's no reason to maintain a parallel system
✕ Before Dakota
New team members spend their first weeks building a prospect list instead of making calls, slow ramp-up on every hire
✓ After Dakota
New hires open HubSpot on day one and find a complete, verified prospect universe ready to work, zero ramp-up time on data gathering
Who Uses the Dakota HubSpot Integration

Built for Every Role on the Investment Distribution Team.

Fundraisers & IR Teams
Call on Every Relevant Allocator - Not Just the Ones You Found Manually
For the fundraiser whose job is to build relationships with institutional allocators, having a complete, current contact database in HubSpot means more time on calls and less time on research. Filter by account type, metro area, investment strategy, and AUM to build precise outreach lists in minutes rather than days.
Distribution Leaders & Managers
Enforce a Single Source of Truth Across the Entire Team
The biggest CRM adoption problem for distribution leaders is the proliferation of private spreadsheets. When HubSpot has complete, current data that the team trusts, spreadsheet proliferation stops. Dakota's integration makes HubSpot the platform everyone uses because it's the platform that has everything.
Marketing Teams
Run Campaigns Against a Complete, Verified Allocator Database
For investment firm marketing teams using HubSpot for email campaigns, segmentation, and nurture sequences, Dakota's contact data transforms what's possible. Instead of sending to a partial list with high bounce rates, campaigns run against a complete, verified universe of allocators - segmented by channel, strategy, AUM, and geography.
Operations & RevOps
Eliminate the Data Maintenance Burden That Kills Adoption
The most common reason HubSpot adoption fails at investment firms is data quality degradation. The operations team responsible for CRM hygiene cannot keep up with investment industry personnel changes. Dakota's real-time sync eliminates this burden entirely - the data stays current automatically, so operations can focus on workflows rather than data maintenance.
Full Integration Ecosystem

Dakota Works With Every CRM Your Team Might Use.

Dakota integrates with every major CRM and data platform used by investment management firms - so your team works from whatever system they already use.

HubSpot
Direct Integration
Salesforce
Native · AppExchange
DealCloud
CRM Integration
Dynamo
CRM Integration
Altvia
CRM Integration
Pinnakl
CRM Integration
Satuit
CRM Integration
Snowflake
Data Warehouse
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See Dakota inside your HubSpot.

A member of the Dakota team will walk you through exactly how the integration works with your specific HubSpot configuration - what data syncs, how existing records are enriched, and what your team sees on day one. Most firms have the integration live and producing value within a single business day.

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