Investment Sales Resources and Expertise to Make Your Job Easier

Fundraising will never be easy. Leverage our invaluable allocator data, world-class studio, and immersive training to elevate your investment sales and get more meetings.

Increase your investment sales team's efficiency

Strengthen your outreach

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 meetings with the right people, and learn how to stay up to date on industry insights with Dakota solutions.

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Dakota Live!

Weekly Industry Insights

Watch live allocator interviews, get metro area overviews, and gain industry insights — all designed to connect your investment sales team with allocators.

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Dakota Studios

Video Production

Don’t just shoot video. Create sales-focused digital assets that will help your sales team connect with due diligence analysts, and get their foot in the door at the right firms, with the right people.

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Dakota Investments

Third-Party Marketing Services

Work with a third-party marketing team that has raised over $40 billion since 2006. If you're interested in discussing how we could help your firm grow, schedule a meeting by clicking the link below.

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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What our clients are saying:

"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

Elevate your investment sales in three easy steps

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

01

Schedule a Consultation

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

02

Access Our Investment Sales Resources

Access to the Dakota Live Call, public pension briefs, and marketing expertise offered in Dakota Studios 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.

03

Become a Better Salesperson

When you become a member of Dakota, you have access to the 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

Tired of combing through pages of meeting minutes trying to find information about a public pension fund before you call on them?

The Dakota Public Pension Briefs offer insights and takeaways from public pension fund monthly meetings. We parse out the key information from the meetings minutes and deliver it to your inbox so you never have to spend valuable time researching.

Insights from our investment experts

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

As individuals, we’ve been taught to react at face value and assume someone else has thought of all...

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Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

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Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

Picture this: you learn about a new institutional investment search within your asset class. It...

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

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