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.
Increase your investment sales team's efficiency
Strengthen your outreach
Set more meetings
At Dakota, we provide the resources and institutional investor lists you need to connect with more allocators and set more meetings.
Maximize your time, set meetings with the right people, and learn how to stay up to date on industry insights with Dakota solutions.
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.
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.
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.
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.
"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."
Managing Director, Business Development, Algorithmic Investment Models
"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."
Portfolio Manager, Stephens Investment Management Group
Partnering with Dakota is simple. We work to understand your firm’s needs, and provide the resources you need to be a better salesperson.
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.
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