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About Dakota: Helping Investment Firms Build Their Businesses

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Helping Investment Firms Build
Their Businesses

Our Core Values Watch Video

About Dakota

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.

Our Mission

Since 2006, Dakota’s mission has been simple: help others get what they want out of life. 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.

$25+ billion

raised on behalf of our
investment partners

5,000+ customers

relying on Dakota
Marketplace

80+ team members

dedicated to serving our
customers

Our Core Values

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

Never Say "Great Meeting"

Throw Your Hat Over The Wall

Have Fun

1
Sell Apples To Apple Buyers

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.

2
Be A Master Messenger

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.

3
Have a Killer Follow Up System

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.

4
Focus On What You Can Control

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.

5
Walk The 8 Feet

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.

6
Don't Go Cowboy

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.

7
Ask

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.

8
Turn Your Brain Off

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.

9
Never Say "Great Meeting"

At Dakota, we never say “great meeting.” No meeting was truly great unless you left with a $10 million allocation. Instead, we like to focus on what worked, what didn’t, and what the prospect’s interests are so that you can move forward.

10
Throw Your Hat Over The Wall

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.

11
Have Fun

Have Fun

See How Dakota Can Help You

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This platform is the database our Investment Sales team uses on a daily basis. 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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The Dakota Marketplace for Salesforce App updates your Salesforce in real time with updates and additions from Dakota Marketplace. Other Dakota integrations include Hubspot, Dynamo, Altvia, and Backstop.

dakotaTalent

As the first job board dedicated to the investment management industry, Dakota Talent aims to connect firms with the top talented candidates.

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We understand the challenges of crafting engaging videos that stay relevant and captivate your audience. Our studio team at Dakota Studios is adept at unveiling the essence of your story and presenting it in a way that resonates.

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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!

dakotaInvestments

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!

Address

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

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