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Information and Insights to Make Your Fundraising Process Easier

Whether you’re actively fundraising or somewhere in-between, access the insights you need to stay in the fundraising flow of information.

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Increase your investment sales team’s efficiency

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Strengthen
your outreach

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Set More
Meetings

Is your investment sales team meeting its goals?

  • Do you spend more time researching who to call on than you spend in meetings?
  • Are you constantly being promised clean and accurate data that never materializes?
  • Are you relying on someone who isn’t from the fundraising world to provide your team with accounts and contacts?
  • Are you tired of counting on your sales team alone to update your Salesforce data?

At Dakota, we provide the resources and institutional investor lists you need to connect with more allocators and set more meetings.

The investment sales tools you need to help your firm grow

Maximize your time, set meeting with the right people, and learn how to stay up to date on industry insights with Dakota solutions. 

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Dakota Marketplace is an institutional investor database with over 6,000 accounts and 21,000 contacts.

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Dakota Fuse bridges the gap between your data and your sales team, providing real-time updates to accounts and contacts.

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Connect with investment sales professionals and access exclusive insights during this weekly live event.

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Select an asset class and subscribe to receive new investment mandates directly to your inbox.

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Receive daily investment news at over 100 public pension funds, foundations, endowments, and other institutions.

What is Dakota Live? 

Register for a Dakota Live! Call to see exactly how we create content on allocators, and ensure you always know who to call.

The Dakota Live! Call is a live event connecting investment salespeople with leading allocators.

Each call provides insight into institutional investment allocators — who they are, what they think, what they’re investing in, and details about their investment platform. The call covers everything you need to know about an allocator before meeting with them.

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Dakota provides the world's leading investment firms with information to help them win more business

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ICG
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PGIM
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BostonTrustWalden
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ChamplainInvestment
AmericanCentury
DiamondHill
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What our clients are saying:

"Marketplace provides the most actionable data I have ever encountered in my 30+ years in the business. It is abundantly clear that Marketplace is built by salespeople for salespeople. I am continuously amazed at its rapid prospect expansion and its real-time updates on the appropriate decision makers. It is an incredible time-saver that lets you concentrate on selling, not researching prospects."

Tod Perry

Managing Director, Business Development, Algorithmic Investment Models

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"I will now, tomorrow, and forever, be a brand testimonial for you and the platform. If I am not with this firm at any point, it will be a requirement for any new employer prior to hiring that they invest in the platform. Honest assessment. Please ask me as many times as you need. If they ever want someone on the call to clearly articulate why this changed my sixteen-year career, I am your guy." 

Geoffrey Irungu

Portfolio Manager, Stephens Investment Management Group

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A Dakota partnership is simple

Partnering with Dakota is easy. We work to understand your firm’s needs, and provide the resources you need to be a better salesperson.

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Request Your Free Trial

Schedule a 15-minute call with one of our investment sales experts, and they’ll get you set up in a trial instance of Dakota Marketplace.

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Access Dakota Marketplace

Marketplace contains accounts and contacts for you to call on, and additional insights including investment mandates, public pension data, and more.

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Become a Better Salesperson

Meet and exceed your goals using Dakota's exclusive tools, resources, and industry expertise you need to become the best salesperson you can be.

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Which Dakota product is right for you?

Take this quick, 7-question quiz to find out

Every firm's sales team and goals are different — that's why we've designed this quiz to help you identify how a Dakota partnership would best suit your needs.

Request your free trial today

Select a date from the calendar to schedule a time to start your free trial, and a member of our sales team will reach out to discuss your firm's needs. 

Don't worry, you won't be overwhelmed with calls and emails after clicking "submit." Instead, this will start an open conversation to determine how we can work together.

 

Insights from our investment experts

The Top 10 Owners of Bank Loan ETFs in 2022

The bond market has not had a consistent trend over the past year, which has created a challenging...

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The Top 10 Owners of Commodities ETFs in 2022

“The cheapest time to buy insurance is when you don’t need it.”  With inflation surging globally,...

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The Top 10 Owners of TIPS ETFs in 2022

Since the beginning of quantitative easing by global central banks, one of the major goals was to...

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The Q1 2022 Alternatives Pension Summary

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Including trends, insights, and a breakdown of the top asset class commitments made in Q1.

Download the Report

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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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