Benchmarking Partnerships

Power Your Platform With Dakota Benchmarks.

Give your users private fund benchmarks inside the software they already use. Dakota's performance data and peer comparisons plug into RIA, family office, and portfolio reporting platforms through API, embedded tools, or licensing. You own the experience. Dakota powers the intelligence behind it.

Become a Benchmarking Partner → See the Benchmark Data

Partnership terms, data scope, and distribution rights are set per partner. Questions? Email partnerships@dakota.com.

The Problem With Private Markets Reporting

Your platform shows what a fund returned. Not whether it was any good.

Your users can see a 15% net IRR and a 1.8x TVPI. What they can't see is whether that's top quartile or bottom half for a 2020 buyout fund. Without a peer benchmark, every private fund in their portfolio is a number with no context.

Platforms have three options: build a private fund performance database, license one, or go without. Building takes years. Going without leaves your users looking elsewhere for answers. Dakota is built to sit inside your product and fill the gap.

"Your software reports the performance. Dakota explains it."Dakota Benchmarking Partnerships

Verified Fund Performance Data

18,000+ private funds with net IRR, TVPI, DPI, RVPI, and PME, curated by Dakota's research team.

True Peer Groups, Not Broad Averages

Benchmarks by asset class, strategy, vintage year, geography, fund size, and sector, so a software buyout fund is never compared to an industrial one.

Built to Live Inside Your Product

API, embedded Peer Group Builder, or licensed datasets. Your UI, your brand, Dakota's data.

A Dedicated Partnerships Team

We scope the integration, data rights, and commercial model with you. No self-serve signup.

What It Costs to Build This Yourself

Building a benchmark database is a business of its own.

Collecting Fund Performance

Private fund returns are scattered across managers, reporting periods, and sources. Someone has to find them and keep finding them.

Cost: years of research before launch

Standardizing the Metrics

IRR, TVPI, DPI, and RVPI arrive on different dates and methodologies. Comparing them takes normalization work.

Cost: constant data engineering

Classifying Every Fund

Accurate peer groups depend on tagging every fund by asset class, strategy, vintage, and sector.

Cost: dedicated research headcount

Building the Benchmark Math

Peer group rules, sample sizes, and quartile methodology all need to be defined and defended.

Cost: specialist analytics talent

Keeping It Current

Valuations update every quarter and funds keep maturing. A stale benchmark is worse than none.

Cost: ongoing, forever

Shipping Without It

Competitors add benchmarking first and your platform looks like a reporting tool, not an intelligence tool.

Result: lost differentiation

How the Partnership Works

From first call to live benchmarks.

Tell Us About Your Platform

A call about your product, your users, and where benchmarks fit in their workflow.

Scope the Partnership Model

API, embedded Peer Group Builder, white-label, or dataset license. We match the model to your roadmap.

Get Provisioned

Sample data, API documentation, and technical onboarding for your engineering team.

Go Live & Co-Market

Launch benchmarking to your users and announce it together.

Possible Partnership Types

Four ways to build with Dakota benchmarks.

Embedded

Peer Group Builder

Drop Dakota's benchmarking tool into your app. Users pick asset class, strategy, and vintage, enter fund performance, and see where it ranks.

Embedded tool · native in your UI

Real-Time

Benchmark API

Your developers pull peer medians, quartiles, and percentile rankings into your own reports and dashboards.

REST API · your interface

Your Brand

White-Label Analytics

Launch a premium private markets module under your own name, powered by Dakota behind the scenes.

Your brand · Dakota data

Licensed

Dataset Licensing

License selected fund performance datasets for research, reporting, and product development.

Scoped datasets · custom terms

Built to Integrate

If your users hold private funds, they need to know how those funds stack up.

RIA Platforms Family Office Software Wealth Management Software Portfolio Accounting Systems Performance Reporting Software Investment Research Platforms Alternative Investment Platforms Fund Administration Software Investor Reporting Portals OCIO Platforms

Before and After Dakota

What changes when you add Dakota benchmarks.

Before

After

✕Your reports show a 15.2% IRR with no context

✓Users see the peer median, quartile, and percentile rank right next to it

✕Advisors leave your platform to research fund performance

✓Benchmarking happens inside your product, so they stay

✕Private markets reporting is a feature everyone has

✓Benchmarking becomes a premium module you can charge for

✕You'd need years to build a fund performance database

✓Dakota's research team maintains it for you

Built on Data Investment Firms Already Trust

Real benchmarks, not a new experiment.

Benchmarking partnerships are new. The data behind them is not.

18,000+

Private Funds With Performance Data

28 Years

Of Data Curation

Person Research Team

5 Filters

Asset Class, Strategy, Vintage, Geography, Sector

Already Integrated

Woven into the platforms investment teams already use.

Salesforce

HubSpot

Backstop

Intapp DealCloud

Snowflake

Dynamo

Altvia

Pinnakl

Claude

ChatGPT

About 1,500 investment firm clients already access Dakota data through these integrations.

Get Started

Ready to put Dakota benchmarks in your platform?

Tell us about your product and your users, and our partnerships team will follow up to scope the right model.

Talk to Our Partnerships Team →

Prefer email? partnerships@dakota.com

What to Expect

A conversation, not a form

We start with your product, your roadmap, and what your users are asking for.

A scoped model

Data access, delivery method, and distribution rights are defined per partner.

A named partnership

Joint go-to-market, a dedicated team, and a benchmarking roadmap you help shape.