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Dakota Forms Advisory Board with Asset Management Leaders to Advance AI and Data Strategy

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Dakota, a sales intelligence platform, has announced the formation of its Advisory Board, bringing together senior distribution leaders from the asset management industry to guide the company’s advancements in artificial intelligence (AI) and data strategy.This new board is intended to serve as a strategic resource for Dakota as it continues to develop AI capabilities and integrate new, differentiated data sets. Its collective insight will help shape Dakota’s roadmap, ensuring the platform addresses the evolving needs of investment professionals.Gui Costin, Founder and CEO of Dakota, stated, “This advisory board reflects our belief that the best products are created in close partnership with experienced professionals who understand the challenges of investment distribution. We’re excited to collaborate with such a respected group of industry leaders.”The board will concentrate on key initiatives including product strategy, data expansion, API integrations, and exploring how AI can support and enhance the investment sales process. Additionally, the group will provide guidance on go-to-market strategies and new channel development.Confirmed Advisory Board members include:James Kase, Head of Global Investor Relations at HarbourvestAdam Bobker, Global Co-Head of Private Wealth Solutions at FortressDoug Keller, CEO of Permanent Capital & Wealth at RedBird Capital PartnersPhil Shankweiler, Head of RIA at Partners GroupChris Greenwell, Managing Director at AxonicThe establishment of the Advisory Board follows a period of growth for Dakota Marketplace, the company’s software platform. Dakota Marketplace currently serves thousands of asset managers and investor relations teams globally, providing allocator data, as well as portfolio company and public earnings call data for analysts and portfolio managers. Founded in 2006, Dakota specializes in making fundraising more efficient for asset managers by offering a centralized source of clean, accurate data on institutional and intermediary investors.

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