Dakota's API Explained | Streamline Investment Data

November 17, 2025

Dakota's API Explained | Streamline Investment Data

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For many investment professionals, the challenge isn’t finding data. It’s making sense of it.

What you really want is the raw data.

Clean, structured, and ready to plug into your own systems so you can slice and dice it exactly how you need.

Maybe that’s building reports for your LPs, creating dashboards for internal use, or running your own investment screens.

That’s where the Dakota API comes in.

Your Data, Your Way

The Dakota API allows you to bring Dakota Marketplace data directly into your existing tools, workflows, and systems. Instead of downloading spreadsheets or jumping between platforms, you can query exactly the data you want and have it flow automatically into your CRM, analytics environment, or proprietary application.

Think of it as a direct line between Dakota’s datasets and your organization’s brain. You get access to the same verified, institutional-quality data that powers Dakota Marketplace… but fully under your control.

Why Teams Are Turning to Dakota API

1. You want flexibility

Dakota API gives you control over what data you pull and how it’s used. Whether it’s allocator details, fund information, or portfolio company data, you can query precisely what matters and ignore what doesn’t.

2. You want to save time

Manual research, exporting spreadsheets, and constant CRM updates waste hours each week. Dakota API automates all of that, giving your team real-time access to fresh data inside your own systems.

3. You want your data to work together

Most firms rely on multiple tools, whether it’s Salesforce, Excel, internal databases, or BI dashboards. Dakota API acts as the bridge, bringing Dakota Marketplace data wherever you need it, ensuring consistency across your workflow.

4. You want to scale

As your firm grows, your data requirements expand. Dakota API delivers reliable, scalable access to Dakota’s institutional-grade datasets with no manual lift or infrastructure rebuild required.

Data Products Designed for Investment Teams

Dakota’s API gives you access to specialized datasets designed specifically for investment professionals. Each package supports a different stage of your workflow, whether you’re sourcing, fundraising, or conducting research.

LP Data – US Data
Access 21,000+ accounts and 59,000+ contacts across the U.S. and Canada, including 5,000+ RIAs, 7,500+ retirement plans, 1,700+ family offices, 1,000+ endowments and foundations, 850+ public pensions, and more. Covering both private wealth and institutional segments (FA data excluded).
International LPs
Gain global reach with 5,400+ institutional and private wealth accounts and nearly 20,000 contacts outside the U.S. and Canada. Includes 1,100+ wealth managers, 175+ consultants, and 125+ sovereign wealth funds across Europe, the Middle East, the Nordics and beyond.
Financial Advisors
Reach 200,000+ financial advisors and teams across every major broker-dealer, wirehouse, and independent channel. Includes detailed coverage from 98 broker dealer including firms such as LPL Financial, Raymond James, Morgan Stanley, and more. Ideal for mapping distribution across the retail wealth landscape.
Private Company Data
Unlock insights on 236,000+ private companies, including 185,000+ sponsor-backed and 50,000+ independent firms. Features 220,000+ verified executive contacts, with 127,000+ CEOs for unparalleled deal-sourcing and relationship intelligence.
13F
Access holdings and ownership intelligence from quarterly SEC reports. Includes ETFs, BDCs, and common stocks, enabling users to track fund positioning, monitor peer exposure, and identify potential investors across the public markets.
All / Kitchen Sink
Get it all. Access the entire Dakota Marketplace API, including LPs, private companies, and private marketing intelligence globally. Full data specifications available upon request.

And with customized queries, you can pull only the datasets and fields that matter to your team with no extra clutter, no irrelevant data.

Turn Data into Insight

With Dakota API, your team can move beyond static reports and dashboards. You can automate due diligence workflows, monitor real-time fundraising activity, or power internal tools with institutional-grade data.

It’s not just about access. It’s about control, speed, and insight.

Book a demo today to take control of your investment data with Dakota API.

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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Dakota's API Explained | Streamline Investment Data