Investment Sales Insights to Eliminate Fundraising Inefficiencies

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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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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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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Let's Work Together

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

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Schedule A Consultation

Schedule a 15-minute call with one of our investment sales experts, and they’ll match you to the service that fits your needs.

2

Access Investment Sales Resources

A Dakota membership means you'll not only know who to call on, but what to say and how to follow up, creating a fool-proof sales system for success.

3

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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Dakota Public Pension

Investment Committee Notes

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.

Insights from our investment experts

Investment Industry Trends to Watch in 2022

The start of a new year, especially one that marks the start of our third year of a pandemic, can...

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8 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

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The 6 Things You Need to Know When Starting An Investment Sales Career

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Tel: (610) 642-1481

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