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Partner With Dakota.

Work with Dakota to give your shared customers a better experience inside the platforms they already use — a formal partner program for CRMs, portfolio systems, wealth management software, and AI companies.

Become a Partner → Explore Data APIs

Dakota integrations are scoped to shared customers who hold an active Dakota Marketplace license. Dakota does not license data for resale or redistribution. Questions? Chat with us or reach out to partnerships@dakota.com to set up time.

The Problem With Most Data Platforms

Private markets data is either locked away, or incomplete.

Most platforms serving institutional investors face the same choice: build private markets data from scratch, license it from a source that was never designed to work alongside their product, or go without.

Dakota was built the opposite way. Nearly three decades of hand-verified data, structured from day one to work with the platforms our customers already use — and to reach them wherever they work.

"We built Dakota because fundraisers needed a single source of truth. The platforms serving those fundraisers deserve the same foundation."

Dakota Partner Network
01

Nearly Three Decades of Verified Data

Built since 1997. Depth no scraper or startup can replicate.

02

Every Asset Class, One Schema

Allocators, firms, companies, and transactions in one consistent structure.

03

Built to Work Alongside Your Product

Integration or API access, scoped to your shared customers. Built to complement your product, not compete with it.

04

A Dedicated Partnerships Team

Real people scope your integration and commercial model. No signup form.

What It Costs to Build This Yourself

The alternative to partnering is expensive.

Building an Allocator Database

Years of manual research with no guarantee of completeness or accuracy.

Typical cost: 2–3 years, dedicated research team
Licensing Multiple Point Solutions

Stitching together vendors across every asset class you need.

Typical cost: $50K–$250K/year across vendors
Keeping Records Current

Someone has to catch every job change, firm move, and new market entrant.

Typical cost: ongoing dedicated headcount
Reconciling Inconsistent Schemas

Every vendor structures data differently, so someone has to reconcile it.

Typical cost: constant engineering overhead
Compliance Review Per Source

Legal and security review required for every new vendor relationship.

Typical cost: months per relationship
No Private Markets Intelligence Layer

Competitors offering Dakota-powered features pull ahead on perceived depth for the customers you share.

Result: lost differentiation
How the Partnership Works

From first call to live integration.

1

Tell Us About Your Platform

A quick call about your product, your customers, and where Dakota fits.

2

Scope the Partnership Model

Integration, API, or co-marketing.

3

Get Provisioned

Customer-scoped access, sample data, and onboarding with our partnerships team.

4

Go Live & Co-Market

Launch the integration and co-market.

Possible Partnership Types

Two ways to build with Dakota.

Product Integration

Integrated Data Access

Give your shared customers their Dakota data where they already work, delivered directly into your product experience.

Customer-scoped data access · native in your UI
Real-Time

API Access

Real-time API integration, scoped to each shared customer's Dakota license.

REST API · scoped querie
Built to Integrate

If your platform serves private markets, let's build something better for the customers we share.

 CRM Platforms
 Portfolio Management Systems
 Wealth Management Software
 Investment Research Platforms
 Fund Administration Software
 Data Marketplaces
 AI Companies
 Investment Banking Software
 Deal Sourcing Platforms
 Compliance Vendors
 Reporting Software
 Enterprise Software 
Before and After Dakota

What changes when you partner with Dakota.

✕ Before Dakota

Your product ships without institutional-grade private markets data

✓ After Dakota

Shared customers see their licensed Dakota data — allocator accounts, private companies, and transactions — natively in your UI

✕ Before Dakota

Customers question the depth of your data

✓ After Dakota

A "Powered by Dakota Data" badge signals institutional credibility

✕ Before Dakota

You build and maintain your own fragile data pipeline

✓ After Dakota

Dakota's 60-person data team maintains it for you, daily

✕ Before Dakota

One-off vendor relationship, no roadmap

✓ After Dakota

A named partner in the Dakota Partner Network, with a dedicated team

Built on a Foundation Investment Firms Already Trust

Real infrastructure, not a new experiment.

The Partner Network is new. The data behind it isn't. Every partner builds on the same platform 1,500+ investment firms already rely on — the same firms you serve.

1,500+
Investment Firm Clients
28 Years
Of Data Curation
60
Person Data  Team
Daily
Verified Updates
Already Integrated

Woven into the platforms investment teams already use.

~1,500 investment-firm clients already access their Dakota data through these integrations today.

Salesforce 
HubSpot
Backstop
Intapp DealCloud 
Snowflake
Dynamo
Altvia
Pinnakl
Claude
ChatGPT
 
 
Get Started

Ready to join the Dakota Partner Network?

Tell us about your platform and the customers we share. Our partnerships team will follow up to talk through fit and next steps.

Prefer email? Reach us at partnerships@dakota.com.

What to Expect
1
A conversation, not a form We start with your product, your roadmap, and the customers we already share.
2
A scoped model Access is provisioned per shared customer with an active Dakota Marketplace license.
3
A named partnership Joint go-to-market, a dedicated team, and a roadmap you help shape.

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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