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Whether through Dakota Marketplace, our client support, or empowering fundraising partners, everything we do is rooted in service. Our team comes first, valued and inspired to serve our clients and partners with the highest dedication. Every initiative—be it a product, post, or event—is driven by kindness and the commitment to support others. Connect with Dakota, and you’ll join a mission focused on service, success, and shared growth.
raised on behalf of our investment partners
relying on Dakota Marketplace
dedicated to serving our customers
Dakota is an 80-person team dedicated to helping investment firms grow. Since 2006, we’ve specialized in providing sales and marketing services to raise capital for investment firms. Our expert nine-person sales team has successfully raised over $25 billion for six firms.
In 2019, we expanded our offerings with a global database of institutional and intermediary investors. Today, over 1,100 investment firms and 5,000 fundraisers subscribe to our platform, allowing them to keep their CRM sales data updated in real-time and freeing them up to focus on setting up meetings with potential investors.
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Founder, Ceo
At dakota, we’re committed to giving back to the communities we belong to.
With two offices and over eighty committed, passionate team members, we’ve made it our mission to partner with micro charities and organizations that match our values.
Our goal is to support these organizations through not just donations but digital marketing and video support, so that their message and efforts can reach an even wider audience.
dakota marketplace is the database of our own Investment Sales team, who have been fundraising since 2006. With the mission to make fundraising easier, dakota marketplace is a database that’s complete, accurate, and updated daily across institutional and intermediary channels in the US and globally.
Deal teams and investments teams also use dakota marketplace for sourcing deals, with access to both public and private company data alongside our allocator intelligence.
Explore on a clean user interface that allows you to find what you need in a matter of clicks
Easily locate the right contacts at the right firms
Access qualified prospects that allocate to your strategy
Since our founding in 2006, we have established what we call Dakota-isms. These are our core principles that define how we operate at Dakota.
Sell Apples To Apple Buyers
Be A Master Messenger
Have a Killer Follow Up System
Focus On What You Can Control
Walk The 8 Feet
Don't Go Cowboy
Ask
Turn Your Brain Off
Throw Your Hat Over The Wall
Have Fun
This means selling to people who want what you sell. In the simplest way of putting it, don't sell apples to people who want oranges. Sell apples to people who want to buy apples.
This means knowing how to bring your firm’s story to life. You never want to spend an hour with someone and have them leave without having a clue what you do. Bring your story to life with passion and your prospects will feel it too.
Good sales people can get a lot of meetings. They can even tell a great story. However, the follow-up that comes after those meetings is really the mark of a great salesperson. Having a killer follow up system means having an organized plan for following up with your prospects, and never leaving anything to chance.
There are a lot of things going on that we as sales people can’t control: the state of the market, the weather, the outcome of your favorite team’s most recent game. These can get in the way of your day to day, but the goal is to focus on what you can control: setting meetings, diligently following up, and becoming a master messenger.
This originated back in 2006, in our original office, where everyone was relatively close together — roughly eight feet apart. Walking the 8 feet means tapping into the collective knowledge of the team. Never be afraid to get up and ask questions.
At dakota, we work as a team. In a sales parlance, this means always touching base on what everyone is working on. Don’t keep opportunities to yourself — share them with the team. By not sharing what you’re doing, you’ll never know who might have key experience needed to help you through this opportunity. Put everything on the table, and share information. Don’t go off on your own.
If you’re in a sales role, your primary mission is to ask for something from your prospects. Getting in the habit of asking for a meeting, call, or follow up, the better you will get at it. After all, if you don’t ask, the answer will always be no.
We’re all guilty of overthinking. There’s always a reason not to do something. The goal is to stop getting analysis paralysis, turn your brain off, and just do it.
Sometimes the most important thing is just to get started. This means forcing yourself into action by throwing your hat over the wall. To get the metaphorical hat, you have to climb the wall and get it. Overcome the obstacles in front of you and just do it.
Have Fun
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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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