✕ Snowflake

Official Integration Snowflake Marketplace & Private Data Share · No ETL · No Pipelines

250,000+ LP Accounts. Query Them Directly in Snowflake.

No exports. No CSV uploads. No ETL pipelines to build or maintain. Dakota Marketplace delivers its full investment intelligence library, LP data, private companies, transactions, financial advisors, and 13F holdings, directly into your Snowflake environment. Query Dakota data the same way you query everything else in your data cloud.

Talk to a Data Specialist

250,000+

LP Accounts

642,000+

Private Companies

20,000+

Transactions

Data Packages

Zero

ETL pipelines to build · 2 delivery options · Day One access

Sample Query: RIAs Allocating to Alternatives

SELECT firm_name, cio_name, aum_millions,
       metro_area, investment_preferences
FROM dakota.lp_data_us.rias
WHERE allocates_to_alternatives = true
  AND aum_millions >= 500
  AND metro_area = 'New York'
ORDER BY aum_millions DESC;
-- 847 results, live data

Why Investment Data Teams Choose the Snowflake Integration

Your Data Team Shouldn't Have to Build a Pipeline to Get Investment Intelligence.

Investment firms with modern data infrastructure, Snowflake, dbt, Tableau, Power BI, Python notebooks, and custom analytics pipelines, face a recurring problem when sourcing external investment data. Every external dataset requires a new ingestion pipeline. CSV exports become stale the moment they land. API integrations require ongoing maintenance. And the data engineering team that built everything else now has to build a bespoke connection to every data vendor.

The Dakota Snowflake integration eliminates all of this. Through either Secure Data Sharing or the Snowflake Marketplace, Dakota's full investment intelligence library is available directly inside your Snowflake environment, queryable with standard SQL, joinable against your proprietary data, and refreshed on the schedule you need without any pipeline to build or maintain.

Your data team queries Dakota the same way they query your internal tables. Your analytics engineers join Dakota LP data against your own CRM records. Your quant team builds models on top of live transaction and fund performance data. All of it in Snowflake. None of it requiring a custom ingestion build.

Get direct access to Dakota Marketplace's up-to-date, accurate data directly from Snowflake, no pipelines, no data movement, and fully secure. Power your due diligence, enrich your CRM, and streamline research with targeted packages without the complexity of ETL, ingestion, or manual uploads.

Dakota Marketplace

No ETL. No Pipelines. No Data Movement.

Dakota data lives in Snowflake and is shared directly to your account using Secure Data Sharing. Your team queries live tables. Nothing moves. Nothing duplicates. No storage costs for the data itself. Your Snowflake credits are only used when you actively query.

Standard SQL Against Investment-Grade Data

Query 250,000+ LP accounts, 642,000+ private companies, and 20,000+ transactions with the same SQL your team uses for everything else. Join Dakota tables against your proprietary CRM data, deal pipeline, or internal research in a single query, in your existing Snowflake environment.

Flexible Refresh: Daily, Hourly, or Intra-Hour

Choose the update frequency that matches your workflow needs: daily for most analytics use cases, hourly for market monitoring pipelines, or intra-hour for real-time intelligence applications. Dakota manages the refresh on their end. You always see the freshest data without any maintenance on yours.

Enterprise Security: Data Never Leaves Snowflake

Secure Data Sharing means Dakota data is accessed in place. It never moves to your account, never duplicates, and never introduces a new data egress or storage compliance concern. Your security and compliance teams do not need to review a new data ingestion architecture. The data stays in Snowflake.

Two Delivery Options: Choose What Fits Your Setup

Private Share or Snowflake Marketplace. Both Give You the Same Live Data.

Dakota offers two distinct paths to access its investment intelligence inside Snowflake, depending on whether your team prefers a direct bilateral share or a Snowflake Marketplace subscription experience. Both options deliver the same live, continuously updated data with the same flexible refresh options.

Option 1 (Recommended)

Private Data Share

Dakota shares live Marketplace data directly into your Snowflake account using Secure Data Sharing. Your team queries live shared tables from within your Snowflake environment. No duplication, no storage costs, and no data movement. The fastest path to live Dakota data in your warehouse.

Three-Step Setup

1.Share your Snowflake Data Sharing Account Identifier with Dakota
2.Dakota enables the secure data share on their side, typically within one business day
3.Install the share in your Snowflake account and start querying immediately

Live Shared Tables No Storage Cost No Data Movement Flexible Refresh

Option 2

Snowflake Marketplace

Prefer a Snowflake Marketplace subscription experience? Subscribe to Dakota data through the Snowflake Marketplace for a fully native deployment experience, managed within your existing Snowflake procurement and billing workflow. You get the same live data, the same flexible refresh options, and the same security model as the private share.

What You Get

✓Secure data sharing directly from Dakota, same underlying technology
✓Live and continuously updated datasets on the same refresh schedule
✓Immediate access within your Snowflake environment, no bilateral contract required

Marketplace Native Snowflake Billing No Separate Contract

Six Reasons to Access Dakota via Snowflake

The Fastest, Most Secure Way to Power Your Investment Workflows.

Performance

Live Investment Intelligence, No Exports

No exports. No CSV uploads. Query 250,000+ LP accounts, 642,000+ private companies, and 20,000+ transactions instantly from within Snowflake. The data is live: what you query today reflects what Dakota's research team updated today.

Engineering

No Pipelines to Build or Maintain

Eliminate ETL and integration headaches entirely. Your data engineering team does not build a pipeline for Dakota data. They install a share and start querying. Ongoing maintenance cost: zero. Infrastructure complexity added: zero.

Security

Enterprise-Level Data Security

Data stays securely in Snowflake through Secure Data Sharing, no movement, no egress, no new data governance surface to manage. Your security and compliance teams approve the Snowflake environment once. Dakota data inherits that approval automatically.

Scale

Built for Scale: Models, Dashboards, Apps

Use Dakota data in Tableau and Power BI dashboards, dbt transformation pipelines, Python and R analytical models, Streamlit data applications, and any other tool that connects to Snowflake. The investment data layer becomes part of your full analytics stack.

Freshness

Flexible Refresh: Daily, Hourly, or Intra-Hour

Choose update frequency based on your workflow: daily for reporting and analytics, hourly for CRM enrichment pipelines, intra-hour for real-time intelligence applications. Dakota manages the refresh schedule. Your team never thinks about data freshness.

Commercial

Simple Commercial Relationship

Contracts stay straightforward: your commercial relationship is directly with Dakota, and your Snowflake costs cover only compute (the credits used when your team actively queries). No storage billing for the shared data. No separate infrastructure to provision.

Available Data Packages

Seven Datasets. Subscribe to One or Get Everything.

Every Dakota Marketplace dataset is available as a discrete Snowflake share or as a single comprehensive package. Choose the datasets that match your firm's specific workflow requirements, or subscribe to all of them for complete investment intelligence.

US Institutional

250,000+

LP Data, US & Canada

Institutional and private wealth investor coverage across the US and Canada: corporate pensions, public pensions, RIAs, family offices, endowments, foundations, consultants, and broker-dealers. Verified contacts, CIO bios, investment preferences, AUM.

386,000 contacts · Daily / Hourly refresh

International

5,400+

LP Data, International

Global institutional and private wealth investors outside the US and Canada: Europe, Middle East, Asia-Pacific, and Nordics. 20,000+ contacts including sovereign wealth funds, wealth managers, and institutional allocators.

20,000+ contacts · Daily refresh

Wealth Channel

226,000+

Financial Advisors

Comprehensive financial advisor coverage across major broker-dealers, wirehouses, and independent channels: LPL, Raymond James, Morgan Stanley, Edward Jones, Ameriprise. Firm and team-level hierarchy, channel metadata, and contact details.

95 banks & BDs · Daily refresh

Deal Sourcing

642,000+

Private Company Data

Sponsor-backed portfolio companies and independent private businesses across 11 GICS sectors. CEO bios, executive contacts, ownership type, GP attribution, industry and geography classification for deal sourcing and relationship development.

220,000+ executives · Daily refresh

Holdings Intelligence

13F

13F Holdings Data

ETF, BDC, and closed-end fund holdings from quarterly SEC 13F filings, standardized with Ticker and Issuer Name identifiers, current and historical data for trend and exposure analysis. Mapped to RIA and institutional filer records.

Current + historical · Quarterly updated

Best Value

All

Full Package: Kitchen Sink

Complete Dakota Marketplace API access in a single Snowflake share: all datasets, global coverage, complete investment intelligence. LP US, LP International, Financial Advisors, Private Companies, and 13F Holdings in one unified package.

All datasets · All refresh options

Tailored

Custom

Custom Data Package

Tailored data solutions built to your firm's exact specifications: combine specific fields, filters, and datasets to match your unique coverage requirements and analytical workflow. Contact Dakota to define a custom share configuration.

Any combination · Any refresh cadence

Query Examples: What Your Team Can Build

Real SQL Against Real Investment Data. In Your Snowflake.

Representative examples of the types of queries your analytics and data engineering teams can run against Dakota data in Snowflake, joining LP intelligence, private company data, and 13F holdings against your own internal tables.

LP Prospect Scoring Against Internal Pipeline

SELECT d.firm_name, d.cio_name, d.aum_millions,
       d.investment_preferences,
       COALESCE(c.last_meeting_date,
         'Not contacted') AS status
FROM dakota.lp_data_us.rias d
LEFT JOIN your_crm.contacts c
  ON d.firm_name = c.firm_name
WHERE d.allocates_to_alternatives = true
  AND c.firm_name IS NULL
ORDER BY d.aum_millions DESC;
-- RIAs allocating to alts not yet in CRM

13F Holdings: ETF Ownership by RIA

SELECT r.firm_name, r.metro_area,
       h.security_name, h.shares_held,
       h.market_value_usd, h.filing_date
FROM dakota.holdings_13f.quarterly h
JOIN dakota.lp_data_us.rias r
  ON h.filer_crd = r.crd_number
WHERE h.ticker = 'PIMIX'
  AND h.filing_date = '2025-12-31'
ORDER BY h.market_value_usd DESC;
-- Who holds your fund, ranked by position

Deal Flow: New Transactions by Target Sector

SELECT t.company_name, t.sector,
       t.buyer_name, t.deal_value_usd,
       t.lender, t.advisor, t.close_date
FROM dakota.transactions.private_markets t
WHERE t.sector = 'Healthcare'
  AND t.close_date >= DATEADD(
    'month', -3, CURRENT_DATE())
  AND t.transaction_type = 'Buyout'
ORDER BY t.close_date DESC;
-- Recent healthcare buyouts, last 90 days

Family Office Coverage Gap Analysis

SELECT fo.firm_name, fo.aum_millions,
       fo.city, fo.pe_allocation_pct,
       fo.cio_name
FROM dakota.lp_data_us.family_offices fo
LEFT JOIN your_crm.accounts a
  ON fo.firm_name = a.name
WHERE fo.pe_allocation_pct >= 20
  AND a.name IS NULL
  AND fo.aum_millions >= 250
ORDER BY fo.aum_millions DESC;
-- FOs with 20%+ PE alloc not yet in CRM

Who Uses the Dakota Snowflake Integration

Built for Every Team That Works With Data Programmatically.

The Snowflake integration serves a fundamentally different buyer than any other Dakota integration: the data engineering, analytics, and quantitative teams who work in SQL and code rather than CRM interfaces.

Data Engineering

Data Engineers & Analytics Engineers

For the data engineering team managing the firm's Snowflake environment and data pipelines, Dakota via Snowflake eliminates an entire category of integration work. No new pipeline to build, no ongoing maintenance, no ingestion architecture to design. Dakota tables appear in Snowflake and get queried like everything else. The engineering team is productive with Dakota data on day one.

BI & Analytics

BI Teams & Dashboard Builders

For Tableau, Power BI, Looker, and Metabase teams building investment analytics dashboards, Dakota in Snowflake provides live investment intelligence as a queryable data source. LP coverage maps, allocator tracking dashboards, deal flow analytics, and market intelligence reports, all powered by live Dakota data, refreshed automatically on whatever cadence the dashboard needs.

Quantitative Research

Quant Teams & Research Analysts

For quantitative analysts and research teams building models in Python, R, or Jupyter notebooks connected to Snowflake, Dakota's investment data becomes a live input variable. Fund performance analysis, allocator behavior modeling, LP segmentation research, and market structure analysis, all fed by live data that never requires a manual export to run a model.

Product Teams

Product & Technology Teams at Investment Firms

For technology teams building internal investment platforms, client-facing portals, or data products on top of Snowflake, Dakota provides institutional investment intelligence as a live, queryable data layer. Power proprietary applications with Dakota's 250,000+ LP accounts, 642,000+ private companies, and 20,000+ transactions, without building a custom data ingestion pipeline for each dataset.

AI / ML Teams

AI and Machine Learning Teams

For teams building AI applications, recommendation systems, and ML models on top of Snowflake, including models using Snowflake Cortex, Dakota's structured investment data provides high-quality training and inference data. LP classification models, deal opportunity scoring, allocator preference prediction, and market intelligence applications all benefit from live, structured investment data in Snowflake.

WealthTech & FinTech

WealthTech & FinTech Companies

For software companies building investment products on Snowflake, Dakota's LP and private company data can be licensed as a data layer powering customer-facing features: allocator intelligence, deal sourcing tools, market monitoring, and investment analytics. One Snowflake share provides the data foundation for multiple product capabilities without managing a data ingestion infrastructure.

Snowflake vs. API: Which Access Method Is Right for You

Two Ways to Access Dakota Programmatically. Different Use Cases.

Dakota offers two programmatic access paths: Snowflake and the Dakota API. Both deliver the same underlying data. The right choice depends on your technical infrastructure and workflow requirements.

Capability	Dakota × Snowflake	Dakota API
All Dakota Datasets Available	✓	✓
Real-Time / Live Data	✓	✓
Standard SQL Queries	✓	✗ REST API
Join Against Your Internal Data	✓ Native in Snowflake	Via separate join layer
No ETL / No Pipeline to Build	✓	✗ Requires ingestion
Zero Data Storage Cost	✓ Compute-only	Storage if ingested
BI Tool Native Query (Tableau, Power BI)	✓ Direct Snowflake connection	Via data warehouse layer
Real-Time Application Queries	Best for batch / hourly	✓ REST for real-time apps
CRM Enrichment (Salesforce, HubSpot)	Via pipeline from Snowflake	✓ Direct API push
Best For	Data warehouse teams, BI, analytics, quant research	Real-time apps, CRM enrichment, product integrations

Full Integration Ecosystem

Snowflake Is One Path. Dakota Meets Every Team Where They Work.

The Snowflake integration serves data-first teams. For CRM-based teams, Dakota has dedicated native integrations that push the same underlying investment intelligence directly into the interfaces those teams already use.

Snowflake
Data Warehouse · This Page

Dakota API

REST · All Datasets

Salesforce

Native · AppExchange

HubSpot

CRM Integration

DealCloud

CRM Integration

Dynamo

CRM Integration

Altvia

CRM Integration

Pinnakl

CRM Integration

Get Started

Get Dakota data into your Snowflake.

Talk to a Dakota API specialist: we'll walk you through the two delivery options, show you the data schemas and field definitions for each package, and get you set up with the right dataset configuration for your Snowflake environment. Most teams have live access within one business day of selecting their package and sharing their Snowflake Account Identifier.

Talk to a Data Specialist

Four Ways to Get Started

💬

Talk to a Dakota API Specialist

Discuss package selection, schema documentation, and your specific use case

📄

Request Full Data Specifications

Schema documentation, field definitions, and refresh cadence for each Snowflake package

❄

Find Dakota on Snowflake Marketplace

Search "Dakota Marketplace" on the Snowflake Marketplace to view the listing and subscribe

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