Dakota Announces Formation of Advisory Board to Accelerate Strategic Growth and Product Evolution

July 01, 2025 at 08:00 AM EDT

Dakota, a sales intelligence platform, today announced the formation of its Advisory Board, bringing together a select group of senior distribution leaders from across the asset management industry.

This board will serve as a strategic resource as Dakota continues advancing AI and adding new, differentiated data sets.

The Dakota Advisory Board includes seasoned executives from institutional and intermediary distribution, each with a deep understanding of the challenges and opportunities facing today’s fundraising teams. Their collective insight will help shape Dakota’s roadmap and ensure its platform continues to meet the evolving needs of investment professionals.

“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,” said Gui Costin, Founder and CEO of Dakota.

The board will focus on key initiatives including product strategy, data expansion, API integrations, and how AI can support and enhance the investment sales process. The group will also serve as a sounding board for go-to-market strategies and new channel development.

Confirmed Advisory Board members include executives from:

James Kase, Head of Global Investor Relations at Harbourvest
Adam Bobker, Global Co-Head of Private Wealth Solutions at Fortress
Doug Keller, CEO of Permanent Capital & Wealth at RedBird Capital Partners
Phil Shankweiler, Head of RIA at Partners Group
Chris Greenwell, Managing Director at Axonic

This announcement comes on the heels of rapid growth for Dakota Marketplace, which now serves thousands of asset managers and investor relations teams globally, delivering accurate allocator data and now, portfolio company and public earnings call data for analysts and portfolio managers.

About Dakota

Dakota is an investment sales technology company founded in 2006, dedicated to making fundraising easier for asset managers. Its software platform, Dakota Marketplace, provides investment sales professionals with clean, accurate data on institutional and intermediary investors, all in one place. With a rapidly growing dataset and powerful integrations, Dakota enables teams to drive more meetings, track activity, and streamline distribution.

Learn more at www.dakota.com [dakota.com]