dakotaxMetal

Context Layer for Private Capital

Dakota Data, Working Next to Your Firm's Context.

Dakota's LP, fund and mandate data now runs inside Metal, so licensed Dakota users can query it in the same place they work with their own CRM, email, documents and fund history.

Book a Live Demo

Live

Queried in Real Time

OAuth

Licensed Dakota Sign-In

One View

of what the market is doing and what your firm already knows about every LP

Every Source

cited in every answer, across Dakota and your own records

About Metal

The Context Layer for Private Capital Firms

Metal structures a firm's CRM, email, documents and fund history into one knowledge graph. It captures not just firm knowledge but the judgment behind it, so the team and the AI tools it already uses can reason across everything the firm knows and has decided.

"Which LPs in Fund II have an open buyout mandate, and which of them have we not spoken to in the last 90 days?"

That spans Dakota, the CRM and the inbox. In Metal, it is one question.

Why It Matters

Market signal, in context

A Dakota mandate tells you an LP is allocating. Your firm's history tells you whether that LP knows you, how they evaluated your last fund and what they asked in diligence.

Where to spend the next meeting

Together, market signal and firm memory tell fundraising and IR teams which relationships deserve attention first.

Every fundraise sharpens the next

External data is most valuable on top of a clean, structured core of the firm's own context. Each conversation, commitment and pass is written back to the same knowledge graph.

Access and Security

Dakota Data. Access Stays With Dakota Customers.

When a question needs market data, Metal queries Dakota live alongside the firm's own records and returns one answer with every source cited.

Licensed Users Only

Users sign in with their own Dakota credentials through OAuth before any Dakota data is returned.

Queried Live, Not Stored

Dakota data is pulled in real time when a user asks, not copied into the firm's context layer.

Every Firm in Its Own Instance

No firm's data, internal or external, is shared with another.

Access Follows the Subscription

When a firm's Dakota license ends, so does its access to Dakota data in Metal.

Across the Fundraise

How It Shows Up, Start to Finish

Targeting the Next Fund

Ask which LPs from your last fund have a current buyout mandate. Metal finds your committed LPs in the CRM and fund records, checks each against Dakota's mandate and pacing data, and returns one list with sources.

Prioritizing Outreach

Metal combines Dakota signals, such as recent commitments to peer funds, with your last contact, open next steps and email history, so the team knows which relationships need attention first.

Running It Every Week

Multi-step workflows pull from your context layer, Outlook, your CRM and Dakota in sequence, on a schedule or from a trigger, and deliver a PDF, PowerPoint or Excel file.

Two Sources, One Answer

Market Signal Plus Firm Memory Is Conviction

Market Data

Dakota Marketplace

What the market is doing. LP mandates, allocator activity and fund data, queried live.

LP mandatesAllocator activityFund data

Firm Context

Your Firm's Own Records

What your firm already knows about every LP, and the judgment behind it.

CRMEmailDocumentsFund history

Metal

One Knowledge Graph

Both sources reasoned over together, in the tools your team already uses.

One answerEvery source cited

Why It Matters

What Changes for Your Team

Market data and firm knowledge have always lived apart. Here is what it looks like when they are not.

x Without Metal + Dakota

Market data in one place, relationship history in the CRM and the inbox, reconciled by hand.

+ With Metal + Dakota

One question across Dakota, the CRM and the inbox returns one answer with every source cited.

x Without Metal + Dakota

Outreach priorities set without a clear view of recent peer commitments and your own last contact.

+ With Metal + Dakota

Dakota signals combined with your last contact, open next steps and email history show which relationships come first.

x Without Metal + Dakota

Weekly updates assembled manually from several tools.

+ With Metal + Dakota

Multi-step workflows run on a schedule or trigger and deliver PDF, PowerPoint or Excel files.

Who It Is For

Built for Fundraising and IR Teams

Fundraising Teams

See What the Market Is Doing and What You Already Know

Target the next fund by checking your committed LPs against Dakota's mandate and pacing data in a single list.

Where to spend the next meeting.

Investor Relations Teams

Keep Every Relationship in View

Layer Dakota signals over your last contact, open next steps and email history, and run it every week.

Every conversation written back to the knowledge graph.

Integration Ecosystem

Dakota Works Where Your Team Works

Salesforce

CRM

HubSpot

CRM

Backstop

CRM

Intapp DealCloud

CRM

Altvia

Private Capital CRM

Dynamo

Integration

Pinnakl

Integration

Snowflake

Data Cloud

Metal

Context Layer, You Are Here

Get Started

Put Dakota Data to Work Inside Metal

Already a Dakota customer? A member of the Dakota team will show you how the integration fits your fundraising and IR workflows. Dakota data in Metal is available to licensed Dakota users only.

Book a Live Demo

Two Ways to Get Started

📅

Book a Live Demo

See Dakota data inside Metal with the Dakota team

🌐

Visit Metal

Learn more about the context layer for private capital