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Sync Dakota Marketplace investor data directly into your Pinnakl instance

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Pinnakl + Dakota Marketplace Integration: Curated For Your CRM

With Dakota Marketplace’s partnership with Pinnakl, we have created an easy to use interface directly inside your Pinnakl instance giving you instant access to fresh opportunities and contact data.

Access your own data inside your Pinnakl instance alongside Marketplace data for comprehensive insights.

Maintain data integrity with a single, reliable source within your Pinnakl instance.

Ensure your contact data remains current with real-time updates.

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Are you struggling to find leads with stale data in your CRM?

Get direct access to

Fresh sales contact data

Link Dakota Marketplace accounts and contacts with existing account and contact data in your Pinnakl instance

More opportunities

Create Dakota Marketplace accounts and contacts in for new accounts and contacts in your Pinnakl instance

Updates in real time

Update accounts and contacts in real time

About

Next-Generation Technology, Engineered for Hedge Funds

Pinnakl offers a unified, cloud native ecosystem—Trading & OMS, Portfolio Management, CRM, and Investor Relations— purpose built by former hedge fund professionals to streamline every stage of the investment workflow.

Pinnakl CRM, the fastest growing solution in the hedge fund space, has set a new standard for hedge fund relationship management, combining best in class user experience with a steady cadence of product innovation. Pinnakl CRM includes workflows for prospecting, investor relations, and document sharing via an investor portal. With Dakota data automatically enriching every contact and account, your team stays focused on raising capital and serving investors instead of wrangling spreadsheets.

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