Maximize your time, set meetings with the right people, and learn how to stay up to date on industry insights with Dakota solutions.
At Dakota, we provide the resources and institutional investor lists you need to connect with more allocators and set more meetings.
No more switching between your CRM, spreadsheets, and databases. Dakota Marketplace makes it easy to monitor everything you need without jumping from platform to platform.
Create custom views and reports on exactly the allocators, asset classes, and people you most want to target.
The investment industry moves fast. Make sure you’re always calling on the right person, in the right role, at the right place, without wasting any time on bad emails and contact information.
Make the most of your travel time with the Map It feature. Book additional meetings, identify firms that allocate to your type of investment strategy, and connect with due diligence professionals that sit remotely within a given city.
Access weekly insights from our Dakota Live! Calls all in one place, including key account interviews, metro area overviews, and more.
“From the helpful insights on all types of firms and contacts to the Dakota Live! calls, Dakota Marketplace has enhanced the capabilities of our Sales and Distribution team. Our team has been able to utilize all this data we previously didn’t have access to. The mapping tool and pre-made reports by the Dakota team also have made our day-to-day scheduling and targeting that much easier.”
Institutional Business Development, FS Investments
“We have been satisfied with how Marketplace continues to evolve with the service we’ve received, and how accurate the information is.”
VP of Advisor Services, Clifford Capital
"Marketplace has a broad (and expanding) data set that allows us to contact decision makers directly in order to do our jobs more effectively. Additionally, everyone we have worked with at Dakota so far has been immensely helpful, responsive, and receptive to feedback."
Institutional Product Specialist, Davenport Asset Management
As a boutique asset manager, it was important for us to be able to maximize the budget we have for information systems. Providers we have used in the past were limited in both scale and scope and we often found stale data.
Marketplace has a great depth of content, but more importantly, it is kept current and accurate, leading to more valuable contact interactions. Further, the insight provided beyond simple contact details is invaluable to us. Dakota helps make our small team as efficient and capable as a much larger organization.
Managing Partner, HGK Asset Management, Inc.
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.
Complete coverage across all channels
Investment research/due diligence contacts
Institutional search alerts
Public plan minutes and allocations
Field consultant information
Manager presentation decks
Leverage the insights of a fundraising team
Partnering with Dakota is easy. We work to understand your firm’s needs, and provide the resources you need to be a better salesperson.
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.
Marketplace contains accounts and contacts for you to call on, and additional insights including investment mandates, public pension data, and more.
Meet and exceed your goals using Dakota’s exclusive tools, resources, and industry expertise you need to become the best salesperson you can be.
Not sure if Dakota Marketplace has what you’re looking for? We know we’ve got the goods, so we’re inviting you to request a free trial of the platform so you can see it for yourself.
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.
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