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Dakota

Allocator data and AI report builder for institutional sales

Dakota provides allocator, fund and private-company data for asset-manager and GP fundraising teams, with an AI report builder for account summaries and meeting prep plus a Claude-powered add-on. Logos include Cerberus, Warburg Pincus, GoldenTree, GQG Partners and Nuveen.

GAII take
Distribution-data incumbent layering AI onto proprietary contacts; AI is a feature, not the product.
Website
dakota.com
Headquarters
Bryn Mawr, PA
Company type
Scale-up
Status
Active
Named customers
Bridge Investment Group, Transwestern Investment Group
Also in
Data & Alternative Data
Buyer
Asset managersPrivate equity
Asset class
Multi-asset
Workflow
Fundraising & deal origination
Ai capability
Search & RAGGenerative content
Delivery
SaaS applicationAPI / data feed

GAII ID GAII-T0126 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.