We Make the Life of an Investment Salesperson Easier

Fundraising is a hard job. Learn how Dakota helps thousands of investment salespeople find new leads, set up new investor meetings and grow their careers.

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Trusted by Over 900 Leading Investment Firms

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Your All-in-one Resource for Investment Industry Insights, Data, and Updates

Dakota understands the role of a salesperson in every aspect. It’s a job that requires many different tools to be successful. We know that because we are in the same business.

We’ve created scalable solutions to help others find the same success we've had.

 

Work With Dakota

How Dakota Can Work with You!

DakotaInvestment
  • Since 2006, we’ve been a boutique fundraising firm for world-class investment managers. If you are an investment manager looking to hire a third party marketing firm – we would love to speak with you!
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  • In 2019, we took the database our Investment Sales team uses on a daily basis and launched Dakota Marketplace. It’s a database that’s complete, accurate, and updated daily across institutional and intermediary channels in the US and globally.
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dakotaIntegrations
  • The Dakota Marketplace for Salesforce App updates your Salesforce in real time with updates and additions from Dakota Marketplace. Other integrations include Hubspot, Dynamo, Altvia, and Backstop. 
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  • Attend our world class networking events in cities across the country and globally. Grow your network with investment industry professionals at some of the most exclusive and unique venues out there!
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  • The Rainmaker Sales Coaching program creates a consistent and repeatable sales process for your team based upon 20 years of proven results. Register for one of our Rainmaker Live! sales training courses centered around the key leverage points for fundraising.
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dakotaLivePodcast
  • The Dakota Live! Podcast presents you insights from CIOs, manager research professionals, senior sales leaders and other key players in the industry who will help you sell in between the lines and better understand the investment sales ecosystem.
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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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What Our Customers Are Saying

river__waters

$800 AUM

Long-only Equity Manager

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Transwestern

$7.3B AUM

Real Estate Investment Firm

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bridge

$43.4B AUM

Private Equity Real Estate firm

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tree

$2B AUM

Long-only Equity Manager

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Insights From Our Investment Experts

Dakota Marketplace: Your Cost-Benefit Breakdown

April 10, 2023

Institutional databases come in a variety of functionalities and channel specialties, and, of...

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What is Dakota Marketplace for Salesforce? The Benefits of an All-in-One Data Solution

February 26, 2021

If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...

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CRM vs. Institutional Investor Databases: Why You Need Both

November 19, 2020

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be...

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Bryn Mawr, PA 19010
Tel: (610) 642-1481

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