You’ll be joining a passionate group of investment professionals where you’ll be challenged to be better every day.
You’ll be joining a passionate group of investment professionals where you’ll be challenged to be better every day.
At Dakota, we’re a group of passionate industry experts that connects investment firms with allocators. We’re obsessed with building the largest possible TAM for our fundraising clients.
Every day, we challenge each other to use our experience and strengths to make an impact for our members and partners.
In July of 2021, Dakota was named a certified Great Place to Work.
Unlimited PTO Policy
Comprehensive Health, Dental, & Vision Insurance
401(k)
Company sponsored learning, including company-wide book clubs
Define and Achieve Business Team get-togethers
core 1
Know who to call on
The focus of your sales effort should be to call on people who buy what you sell. Or, as we like to say, “Sell apples to apple buyers, don’t try and convince orange buyers to buy apples.”
If you specialize in mutual funds, you need to call on allocators who deal in mutual funds – RIAs, ETFs and separate accounts, to start. But identifying the appropriate channels and the contacts within each account can take a lot of time and legwork before you ever ask for a meeting.
To quickly and efficiently identify who to call on, we use Marketplace, which helps shorten the path to qualified buyers.
This is a critical but overlooked step. It’s not enough to get a meeting with the right person. To win business, you have to master the art of the pitch.
Talking performance isn’t enough. Institutional investors need to understand your story and how you got to the numbers. Use carefully chosen words to bring your story to life while addressing the questions an institutional investor wants answered.
core 2
Know what to say
core 3
Have a killer follow-up system
After getting the meeting and nailing the pitch, it’s critical that you follow up. Typically, most investment salespeople send a thank-you email with some marketing materials. But institutional investors get so many emails, they may never see it, let alone read it or respond.
If your follow-up begins and ends with a single generic email, you’re losing sales. You need a follow-up system that helps you continue the conversation with allocators in a meaningful way.
core 1
Know who to call on
The focus of your sales effort should be to call on people who buy what you sell. Or, as we like to say, “Sell apples to apple buyers, don’t try and convince orange buyers to buy apples.”
If you specialize in mutual funds, you need to call on allocators who deal in mutual funds – RIAs, ETFs and separate accounts, to start. But identifying the appropriate channels and the contacts within each account can take a lot of time and legwork before you ever ask for a meeting.
To quickly and efficiently identify who to call on, we use Marketplace, which helps shorten the path to qualified buyers.
core 2
Know what to say
This is a critical but overlooked step. It’s not enough to get a meeting with the right person. To win business, you have to master the art of the pitch.
Talking performance isn’t enough. Institutional investors need to understand your story and how you got to the numbers. Use carefully chosen words to bring your story to life while addressing the questions an institutional investor wants answered.
core 3
Have a killer follow-up system
After getting the meeting and nailing the pitch, it’s critical that you follow up. Typically, most investment salespeople send a thank-you email with some marketing materials. But institutional investors get so many emails, they may never see it, let alone read it or respond.
If your follow-up begins and ends with a single generic email, you’re losing sales. You need a follow-up system that helps you continue the conversation with allocators in a meaningful way.
